ML
BOUYGUES - Could sell Telco to ORA in Q1 for c EUR 10bn, JDD reports......+1%
HIKMA - Wins FDA approval for Neostigmine Methylsulfate injection.........u/c
AIR FRANCE - We DOUBLE UPGRADE to BUY, PO to EUR 10 from 3................u/c
CAIRN - Positive flow tests out of Senegal, we est field worth 57p risked.u/c
GRAINGER - Sells Equity Release div for £325m, in line with NAV value.....u/c
FERROVIAL - ETR407 hikes tariffs 10% YoY v 9% MLe, asset 35% of FER SOTP..u/c
ACS - Spec Suez is frontrunner for their Urbaser asset, c EUR 2.5bn.......u/c
ORANGE - Could buy Bouygues Telco in Q1, values at EUR 10bn, JDD reports-0.5%
AA - Wins small B2B contract with Lex Autolease...........................-1%
AH/ING/LIN - We name amongst our top BUYS for Q1 in top 10 ideas piece....-1%
LUPE/NOKIA/UG - We name amongst our top BUYS for Q1 in top 10 ideas piece.-1%
ADIDAS - Further bullish commentary from CEO, in line w prev comments.....-1%
ABN - We INITIATE coverage with a BUY rating, PO EUR 25.50................-1%
SHIRE - Further spec in 'advanced talks' to acquire Baxalta.............-1-2%
AIRBUS - To sell three A380 superjumbo jets to Japan's ANA Holdings,small.-2%
DIAGEO - Completes sale of Chateau, Estate wines, Percy Fox...............-2%
KENNEDY WILSON - acqs La Moraleja shopping centre in Madrid for EUR 71m...-2%
SGS - acquisition of Accutest Laboratories, small potatoes................-2%
SUEZ - El economista says Suez frontrunner for ACS' Urbaser, c EUR 2.5bn..-2%
RANDSTAD - Aims to grow through acquisitions, CEO says, reits prev views..-2%
RIO/CFR/REMY/ENGI - Named as our top UNDERPERFORMS in Q1 best ideas piece.-3%
MF
*ADIDAS-Optimistic on FY,H1 order books full,DD RG in US - CEO.......-1%
*ORANGE/BOUGUES-Could reach teakeover deal in Q1-JDD reports.........+0.5%
*THYSSEN-Expects steel Inds combinations says CEO - Sonntag..........-2%
*SHIRE-In advanced talks to acquire US Drugmaker Baxalta $32bln......-2%
*AIRBUS-ANA to order 3 A380 jets,deal worth $1.25bln - Press.........+0.5%
*SAS-CEO says Airline market needs mergers - DN reports..............U/C
*CBK-Plans to expand bizz with Wealthy Private Clients...............-2.5%
*RANDSTAD-Aims to grow through acquistions says CEO-Telegraaf........+0.5%
*SGS-Acquires assets of Accutest Laboratories in US($65m sales)......U/C
*CONTI-May lose sales on VW scandel,may raise divi payout-CEO........-2.5%
*DAI-CFO rejects spinoff,IPO for Commercial vehicles.................-1.5%
CS
Adidas UNCH CEO targeting "significant plus in revs and profit" in 2016
Hikma -1% Gets FDA Approval for Neostigmine Methylsulfate Injection
Klepierre -1% Completes acquisition of Oslo City, leading shopping centre
Miners -2% Copper -1.70%, Brent +2.45%, Iron Ore -0.10%, China -6.98%
Oils UNCH Saudi Arabia cuts ties with Iran. WTI +2.2% vs our close
SGS M/P Agrees to buy Accutest Laboratories
Shire -1% Spec in advanced talks to acquire Baxalta Inc
Smurfit -1% Buys two Brazilian businesses for EU186m
Stora Enso -1% Divests entire 80% stake in Brazilian paper mill for EU21m