Bofa-ml
* REFRESCO - Ferskur Holding, Tamoa, 3i selling c8m shrs; JPM/ABN/RABOBANK......
OSRAM - San'An Opto said to plan EU70/shr bid for Osram stake (EUR60.28).+10-12%
BTG - Says FY revenue at current FX rates will top market expectations (679).+5%
DIALOG SEMI - Preannounce Q3 revs $345m v prior guidance of $290-320m (E36)+3-4%
UNICREDIT - +ve. Amundi Ready to Offer EU4b for UniCredit’s Pioneer (2.13)...+2%
GERRESHEIMER - 3Q EBITDA +24.2% to EU 84.4m & raising its targets (76.2)...+1-2%
RAIFFEISEN - Green light for RBI/RZB merger to be completed this yr (14.13)..+1%
MINERS - Copper -0.2%, Gold -0.2% with BHP OZ +1.2% and RIO OZ +0.6%.........u/c
BAE - Inline with positive tone on programs & comments around the UK (538)...u/c
DFS - Inline & announce a capital return but recognise risk of slowdown (278)u/c
CENTRICA - Conservative party trying to raise equity risk premiums (223p)....-1%
M&S - Negative read across from poor Dunelm numbers with sales missing (334).-1%
DUNELM - Group sales -1.8% to £198.7m v cons +0.8% growth. LfLs -3.8% (825)..-4%
EASYJET - EPS -9% inline c-4% d/g to PBT this yr & more for next on FX(958)-4-5%
CS INDIC
ABB +0.5% CEO held sell-side dinner that reinforced positive view
AMS +1% Positive read from Dialog Semi numbers
Airbus M/P Spec more job cuts in Helicopters will be announced
BAE Systems M/P Trading statement inline, outlook unchanged
Banca Gen M/P Net inflows for Sept. Eu295m, inline
Banks +1% Spec German govt supporting DBK in US talks + rates better
BTG M/P Underlying trading inline, guidance upped on FX
Deut Bank +1-2% Spec German govt supporting DBK in US talks
DFS +2-3% FY numbers inline, pretax slightly ahead, divi inline
Dialog Semi +3% Revenues ahead, $345m, guidance of $290 to $320m
Dunelm -2-3% Q1 revs -1.8%, lfl growth -3.8%, hurt by warmer weather
Easyjet -3% Cuts PTP guidance to 490-495m CS at 500m and cons 516m
Gerresheimer +2% Q3 margins ahead and medium term margin guidance raised
Imagine Tech +1% Positive read from Dialog Semi number
Meyer Burger +3% Contract win for CHf15m
Miners UNCH Copper -0.30%, Brent -0.55%, Iron Ore closed, China closed
Osram R San’An Opto Said to Plan EU70/Shr Bid for Osram Stake: Wiwo
Shire +0.5% Patent trial/appeal board upholds validity of Lialda Patent
Unicredit +2-3% Amundi ready to offer EU4B for Pioneer, Messaggero
MainFirst Pre Mkt Indications
*DBK-Mismarked 37 loans in 2013 like Monte Paschi says Audit.........+0.75%
*GERRESHEIMER-Rev 373.1m(375.5),Ebitda 84.4m(79.9)Targets raised.....+1%
*OSRAM-San'An Opto plans a €70 bid for Osram stake vs cls €54.31.....+14%
*THALES-Seeks to sell Secure Identity Systems worth €50-Tribune......+1%
*AIR FRANCE-French Blue undercuts AF on Paris-La Reunion-Tribune.....-1%
*BSCH-Said to evaluate bid for BOFA's MBNA UK - Expansion............U/C
*OERLIKON-Is planning to add to its additive bizz this year-HZ.......U/C
*RENAULT-Studying Proton co-op as Asia growth opportunity............U/C
*UNICREDIT-Amundi ready to offer €4b for Unicredit's Pioneer.........+0.5%
*DIALOG-Q3 Prelims $345m(Cons $303m),Co to review Q4 in coming wks...+3.5%
*EASYJET-FY PT £490-£495m(516m),Sees FX hit £90m in FY...............-4%
*COVESTRO-Eyes acquistions and aims for DAX membership...............+0.5%