CSFB:
ABB UNCH FT article re industrial robot sales hit records in 2015
BOLIDEN +1% CS bullish note on ZINC - where Boliden is top pick
COBHAM +2/3% $200m contract win with potential for additional revenue
DIAMLER -0.5% EU heavy truck regs weakest since sept (+11.9% YoY)
DS SMITH +1% FY revs ahead 4.07bln (vs cons 4.065)
METSO +1% CS u/g to OUTPERFORM (N) & increase TP €24 (21)
MEYER BURGER +3% Wins CHF21m order from Chinese supplier
SANDVIK +1% CS u/g to NEUTRAL (U/P) & increase TP SEK79 (70)
TESCO +0.5/1% Q1 UK LFL +0.3% (vs est +0.2), C/C 8am
WEIR +1/2% Announce £34.3m disposal & trading update supportive
VW -0.5% EU heavy truck regs weakest since sept (+11.9% YoY)
INVESTEC:
* ASTRA ZENECA-Gives up on Flumist vaccine in US($80m w/down)..............-1%
* COBHAM-Wins Airbus contract which could be worth $200m...................+2%
* DS SMITH-FY.#'s ahead.Positive start to current year.....................+2%
* MEGGITT-Small contract win, $21m F16 canopy actuation...................+1/2%
* RBS-Said to Receive $3bn Bids for Greek Shipping Business(Reuters).......+1%
* TESCO-Q1 UK lfl +0.3%(est +0.2%),Europe/Asia slightly light.............unch
* WEIR-Update.2 disposals.To meet prior guidance,ahead of current exp's....+3%
* ORANGE-interview with CEO in Tribune, mildly +ve, nothing really new.......+1%
* SANOFI-may improve Medivation offer with future target payments............-1%
* TELENOR-CEO has no plans to leave Eurasia, sees Nordic consolidation(DI)...U/C
* UNICREDIT-sounding out Polish Govt over possible interest in Pekao(Puls)...+1%
* VINCI-signs €150m buyback pact.............................................U/C
SHORE CAP:
DS SMITH - Fy pft 379m.Divi 8.8p.Says current year has started positively...+2%
TESCO - Q1 Europe lfl sales +2.8%(Est3.5%).Uk lfl +0.3(Est+0.2%)...........UNCH
COBHAM - wins second major contract from Airbus could be worth $200m........+2%
MEGGITT - Safety Systems business unit wins $21m from US Defense agency....UNCH
STADIUM GROUP - loses significant wireless customer,FY to be below expec....-5%
AUREUS MINING - granted approval for plant restart........................+tive
ASTRA - Flu vaccine did not demonstrate effectiveness,takes $80m writedown..-1%
WEIR - still on track to beat current mkt expec,disposal of renewables op's.+2%
MAINFIRST:
*ASTRAZENECA- to take ~$80m inventory writedown in 2Q,2016 unch.......-1%
*VW-Lower Saxony abstains from backing Winterkorn.....................+1%
*TELENOR-CEO expects more consolidation in Nordic Region - DI.........U/C
*AENA-Fees should decline 2% per year until 2021......................-0.5%
*MAERSK-Hyundai Merchant Seeks to Join 2M Global Shipping Alliance....U/C
*ORANGE-Fiber investment is helping regain mkt share..................+0.5%
*EURONEXT-Sees higher volume and volatility on Friday(Thanks).........U/C
*SANOFI-To consider adding CVR payments to Medivation bid.............-1%
*TESCO-Q1 L-F-L +0.3%(+0.2%),Euro +2.8%(+3.5%),Asia +3.3%(+3.8%)......U/C