BofA-Ml
* BAML FINANCIALS CONFERENCE - Day 2 at the Landmark Hotel. Contact for agenda.
* OVS - Gruppo Coin selling 12.3% stake or $225m; CS sole bookrunner on deal...
CARILLION - At least one Middle Eastern firm is eyeing company; CityAM (53)+15%
BOOHOO - Net cash £119m v exp £88m. FY rev growth to be 80% up from 60%(272)+5%
MEDIASET - Revs inline,better ad growth but slightly cautious commentary(10)+2%
INMARSAT - Senti +ve. Selected by AirAsia to offer aviation broadband (633).+2%
ALSTOM - Agrees to merge transport biz with Siemens on c.50/50 basis (34).+1-2%
EON - Reaches agreement with Fortum to tender its Uniper shares in '18 (9)..+1%
JD SPORTS - Nike guides Q2 below cons. Nike mentions JD are doing well (378)+1%
FORTUM - Deal confirmed last night,tender offer eu22/shr to Uniper s/hs (17)+1%
ZALANDO - Nike guides Q2 below cons.Nike mentions Zalando are doing well(41)+1%
KINGSPAN - Acquires 51% of Isoeste Construtivos Isotermicos SA.No terms (34)+1%
HALMA - Strong performance, but is inline with board's expectation (1094)...+1%
GRAINGER - Reads well. Expects to report £70mn of 2017E adj EPS driven (260)+1%
ADIDAS - Nike -3% aft-hrs on low quality EPS beat.Guides Q2 below cons (194)+1%
MUNICH RE - Small positive. Is said to sell Ergo and Victoria Leben (177).+0.5%
SIEMENS - Agreed to merge its transport business with Alston, c.50/50(117)+0.5%
BOUYGUES - Siemens & Alstom have agrees to merge their transport biz (39).+0.5%
UNIPER - All confirmed last night, eur 22/shr offer for 46.6% EON stake (23)u/c
SSE - All msgs about the FY outlook are repetition of preview guidance(1416)u/c
BUNZL - CMD starting 1.30pm. Presentation will be available then too (2220).u/c
EASYJET - CMD.Will not be discussing current trading. Statement 6 Oct (1199)u/c
TF1 - -ve;France Television asking for return of advertising after 8pm(12)-0.5%
HELLA - EBIT -2.2% & sales -0.7% miss v cons. FY18 outlook is confirmed (52)-1%
CS
Accor +0.5% Paris wants significant cut in Airbnb renting
Adidas M/P US peer Nike -2% after hours on weaker US outlook
Alstom +2% Agreed to merge their rail operations with Siemens
AMS +2% Apple +0.7% after Europe close, supply chain better in Asia
Dialog Semi +1% Apple +0.7% after Europe close, supply chain better in Asia
Essilor +0.5% Confidnt Phase II will be completed in a timely manner
Fortum +1% Fortum cash offer of EU22/SHR is the only deal, CEO
Georg Fisher M/P Acquires software developer Symmedia
Genmab +0.5% Darzalex Approved in Japan for Multiple Myeloma
Grainger +1% Trading update in line with board’s expectation
Halma +1-2% Strong 2nd half trends continuing, M&A pipeline strong
Hella -1-2% Q1 sales inline, adj EBIT 3% miss, confirms guidance
Luxottica +0.5% Confidnt Phase II will be completed in a timely manner
Mediaset It +1% Q2 rev EU956.4m est EU950.3m, Confirmed full year targets
Miners UNCH Copper +0.40%, Brent +0.35%, Iron Ore +0.20%, China +0.20%
Munich Re +0.5% Spec appointed WLTW to find buyer for closed-life books
Oils UNCH US API draw of -800k vs +1.4m build prior
Orpea +1-2% Recurring EBITDA ahead, Property sales better
Renewi +1% Confident of delivering its expectations for the FY
Siemens M/P Agreed to merge their rail operations with Alstom
SSE UNCH Numbers inline, H2 weighted, dividend inline
Uniper -3% Fortum cash offer of EU22/SHR is the only deal, CEO