CS
Adidas +2% Adidas/Chelsea terminate partnership, raises guidance again
Aegon -3-5% 5% operating miss, net income miss, Solvency 2 at 155%
Aldermore UNCH CET1 capital ratio slightly light 11.5%, outlook inline
BASF M/P Said to Mull Monsanto Takeover – Twitter/Streetinside
Brunello -2-3% LFL sales 2% light, Sees Double-Digit 2016 Sales Growth
Dassault Avi +1% Rafale fighter deal likely to move ahead now
Drillisch M/P Gross pft and EBITDA light, 2017 guidance slightly better
Duerr +0.5% 1Q sales 825.2mln vs cons 823.1mln, confirms forecasts
DSV +1% Q1 operating profit 5% beat, keeps FY outlook
Euronext +1-2% Revs inline, EBITDA better on better cost cutting
Generali -1% 1Q net income and net profit slightly light, confirms tgts
Hikma -1-2% FY16 rev. in range of $2b-$2.1b vs cons 2.07bln
ITV +1-2% Numbers inline, outlook muted
KBC +2% Headline beat, 1Q NET EU392 MLN, EST. EU304 MLN
Lafargehol -2% 1Q EBITDA 12% below cons, guidance inline
Miners UNCH Copper +0.65%, Brent +1.00%, Iron Ore -0.90%, China -0.40%
Mondi +1% Price wekaness in packaging, outlook remains positive
Refresco -2-3% Volumes -4% cons +2%, guidance towards lower end
Renault -2% Nissan looking to take a 33% stake in Mitsubishi
Rheinmetall -2-3% Q1 sales €1.18b vs cons €1.22b, confirm FY guidance
RWE UNCH Q1 EBITDA 10% beat, 2016 guidance confirmed
Schaeffler +1% EBIT €421m cons 417m, better automotive/weaker industrial
Skanska +1% 1Q revs 35.3bln vs cons 34.9bln
Snam -1% EBIT and net both a 1-2% miss vs cons
Stada M/P revs €497m vs cons 497m, ebitda €92m vs cons 90m
SLM Sol -2-3% Revs fine but order backlog is poor
SMA Solar +1-2% Sales and EBITDA slightly better, confirm FY guidance
Sunrise M/P Revs 1.5% light, EBITDA 4.5% beat, keeps outlook
Super Group +2-3% Revs 589.5m vs cons 568.667m, FY guidance inline
Talktalk +5-7% 2% ebitda beat in H1, confirm guidance
Tods -5% CS downgrade to UNDERPERFORM (Earnings visibility poor)
Tullet M/P Rev's running in line, Trading conditions remained mixed
Vesuvius +1-2% Trading performance inline with FY estimates
Vedanta +1% EBITDA small beat 4% ahead, restarting dividend
Vonovia +1-2% Raised FY FFO guidance to €720m-740m, cons at €710m
Zalando +1% ADJ EBIT 20m vs cons 19.4m, outlook inline
Zurich +2-3% Net income better and 16% beat at operating line
Jefferies
ITV +1% beat in studios but mixed overall
Mondi +2% Q1 14% profit growth, outlook confident
SIG plc -2% lfl sales +1.1% is sl light, tough environment
Talk Talk +2% strong Q4, low churn, net debt lower
Vedanta +2% FY results inline, secures covenant changes, reduced net debt
Adidas unch raise FY guidance again, one off
Aegon -3% weak net and capital
Cr Agricole -3% Q1 net €227mn v 220mn, big miss in French retail
Dia +2% Q1 figs in line should provide relief
Generali -1% net income 8% miss
KBC +2% headline beat, low quality but no blow up
LafargeHolcim unch Q1 revs in line
RWE +3% Q1 adj. net income €857m vs cons 663m, good figs
Snam -1% Q1s v sl light, key is conf call and gas distn biz spin off
Swiss Life -1% Q1 fee income ok , GWP bit light
Vivendi -1% Q1s in line, C+ FRance weak
Zurich +2% Q1 net income $875mn v e$757mn
ITV +1% beat in studios but mixed overall
Mondi +2% Q1 14% profit growth, outlook confident
SIG plc -2% lfl sales +1.1% is sl light, tough environment
Talk Talk +2% strong Q4, low churn, net debt lower
Vedanta +2% FY results inline, secures covenant changes, reduced net debt
Adidas unch raise FY guidance again, one off
Aegon -3% weak net and capital
Cr Agricole -3% Q1 net €227mn v 220mn, big miss in French retail
Dia +2% Q1 figs in line should provide relief
Generali -1% net income 8% miss
KBC +2% headline beat, low quality but no blow up
LafargeHolcim unch Q1 revs in line
RWE +3% Q1 adj. net income €857m vs cons 663m, good figs
Snam -1% Q1s v sl light, key is conf call and gas distn biz spin off
Swiss Life -1% Q1 fee income ok , GWP bit light
Vivendi -1% Q1s in line, C+ FRance weak
Zurich +2% Q1 net income $875mn v e$757mn
EXane
ACCIONA -1%
BRUNELLO -1%
CIE +1%
CRED AG -2%
DIA UNCH
EURONEXT +1%
FINCANTIERI +1%
GENERALI -1%
ITV -2%
KBC +2%
LAFARGE -3%
LAGARDERE +2%
RAI WAY +2%
RHEINMETAL -1%
RWE +2%
SALZGITTER +1%
SMA SOLAR +2%
SNAM -1%
STADA UNCH
TALKTALK +1%
TODS -3%
VIVENDI +2%
WACKER NEUSON -1%
ZALANDO UNCH
ZURICH +2%
SIG - grp revs +9.3%,LfL +1.1%,margins +20bps,confident on meeting targets...+1%
PHOENIX GRP - on track to meet cash generation target,confident outlook.....UNCH
GALLIFORD TRY - trading inline,good sales at Linden Homes,sales +21%........UNCH
WILMINGTON - grp revs +9%,mixed outlook statement,sees FY inline.............-1%
SUPERGROUP - Q4 revs +29.9%,robust LfL against tough comps,margins at top end+2%
ITV - Sees good grp pft grwth in H1.Had good start to 2016...................+2%
RANK - Board sees fy performance in line with management expectations.......UNCH
TALKTALK - Fy ptp 14m.Revs 1.84b(Est1.85b).Sees headline rev decline in 2017.-2%
HIKMA - Has made good start to year.Reiterates guidance for 2016.............+1%
VESUVIUS - Sees trading performance in line with Fy estimates...............UNCH
FIRSTGROUP - Approval for new London-Edinburgh rail service.................UNCH
ALDERMORE - strong start to yr,loans +43%....................................+3%
TULLETTS - rev +2% £291m,conditions mixed,pick up in activity continued.....UNCH