BofAML EMEA Indications:
GEMALTO - Atos proposes to buy Gemalto, 42% premium,offer EUR46/shr (45)+30-35%
ATOS - Proposes to buy Gemalto at 42% premium, cash offer: EUR46/shr (131)..+5%
ASHTEAD - Beat & raise, plus increased capex plan & share buyback plan(2100)+4%
ELEMENTIS - Sale of its surfactants biz to Kolb Distribution for EUR39m(283)+2%
DRAX - Confirms trading remains inline with expectations.Strategy unch (274)+2%
RYANAIR - Has not received any notification of any industrial action (17.2).+2%
BALFOUR BEATTY - Positive, biz performing inline, mgmt is confident (277).+1-2%
FRAPORT - +ve; airport Nov passengers +21.1% y/y and Freight +4.7% y/y (88).+1%
AKZO - Lanxess said to team up with Apollo to bid for Akzo Chems unit (75)..+1%
AMADEUS - Prepares improved shareholder remuneration;Expansion reports(60)+0.5%
UNICREDIT - CMD. Lowers SREP requirement,fino sale & to raise div payout(17)u/c
GLENCORE - RNS. Largely nothing done, spot guidance is where street is (351)u/c
GEM DIAMONDS - Has received an offer to acquire 100% of Ghaghoo mine (75.8).u/c
MINERS - Copper -0.2%, Iron ore fut -3% and BHP OZ +1.65%, RIO OZ +1.11%..-0.5%
ILIAD - We DOWNGRADE to Neutral on FCF growth slowdown on competition (202).-1%
SAINT GOBAIN - We DOWNGRADE to Neutral, PO EUR50, '18-19 EPS cut by c7% (47)-1%
SWISSCOM - We DOWNGRADE to U/perform. Solid company,demanding valuation(513)-1%
UNIBAIL - Buying Westfield (Oz) at an 18% premium, offer: $10.01/shr (219)-2-3%
LANXESS - Said to team up with Apollo to bid for Akzo Chemicals unit (62).-1-2%
CARPETRIGHT - Warning. Sees FY results at the bottom end of estimates (167)-10%