BAML Calls
ADYEN - Revs +67% YoY, street modelling 43% YoY growth for '18. Reit FY(575)+5%
GN STORE - Rev 2% beat & guidance raise;see FY auto +16-19% v +15% prev(313)+2%
GRAFTON - Reads well with 9% growth and a H1 pretax of £90m, 2% ahead (790).+2%
CAPITA - Has hired Patrick Butcher, ex Go-Ahead Group as their new CFO (144)+1%
DINO POLSKA - 2Q beat with EBITDA/ net income +5%/7% above cons (99.96)...+1-2%
VODAFONE - +CK Hutchison, considers combining Aus mobile biz with TPG (176).u/c
AUTOS - Trump repeats his threat to put a 25% tariff on every auto import.-0.5%
VOLKSWAGEN - Spec to consider acquisitions of Software Companies; HB (140)-0.5%
INFINEON - Negative read as AAC closes -4% post missing earnings ests (21.4)-1%
AMS - -ve read from AAC Tech -4%. Supplies components to smartphones (67.5).-1%
STM - Negative read across from AAC Technologies miss earnings estimates(17)-1%
DIALOG - -ve read across. AAC Tech in HK closed -4% on earnings miss (18).-1-2%
GO AHEAD - CFO Patrick Butcher leaving to join Capita as their new CFO(1578)-2%
BIDCORP - Full yr weak with net income ZAR3.54bn v cons of ZAR4.24bn (290.6)-2%
MARINE HARVEST - Rev beat BUT cuts harvest forecast for the full yr (176).-2-3%
LINDE - Rev threshold for divestiture commitments are to be exceeded (187.3)-3%
HEADLAM - Guiding towards the lower end of ests for their full year (420).-5-7%