Jeffries
Capita +2% small beat across the board, short interest at recent highs
ITV +1% H1 NAR in line, guidance downbeat, weak yest
LSE +1% DB1 gets min 60% acceptance threshold
Metro Bk +5% growth across the board, credit ok
Rightmove +2% beats ests, strong July trading
Taylor Wimpey +3% figs sl light, but seen no deterioration since Brexit
ITV +1% H1 NAR in line, guidance downbeat, weak yest
LSE +1% DB1 gets min 60% acceptance threshold
Metro Bk +5% growth across the board, credit ok
Rightmove +2% beats ests, strong July trading
Taylor Wimpey +3% figs sl light, but seen no deterioration since Brexit
Airbus +4% EBIT 12% better, FCF big beat, guidance unch. Relief
Air France +1% numbers ok, downbeat outlook, but no further warning
Bayer +2% EBITDA better, raises FY guidance
BASF -2% Q2s light. keep FY outlook
Cap Gem +2% margin outperformance leads to guidance upgrade
Dt Bank unch net better, but irrelevant, capital not improving, well shorted
DIA +1% better lfl, net sl light
Klepiere +2% revs good, raises FY net cash flow guidance
KPN +1% number in line, FY guidance reiterated, relief
LVMH +3% better revs driven by Wines&Spirits, Fashion, weak watches
O2 Dtland +1% numbers in line, trim oulook as well as capex
Peugeot +4% strong no's, beat across the board, cash better, guidance inline
Santander +1% numbers ok , NII light as rumoured, divi guidance supportive
Scor +1% numbers in line, GWP sl better
Statoil -3% upstream weak, headline v weak due to tax chg
Tel Italia +4% first good numbers for a while, upbeat comments
Air France +1% numbers ok, downbeat outlook, but no further warning
Bayer +2% EBITDA better, raises FY guidance
BASF -2% Q2s light. keep FY outlook
Cap Gem +2% margin outperformance leads to guidance upgrade
Dt Bank unch net better, but irrelevant, capital not improving, well shorted
DIA +1% better lfl, net sl light
Klepiere +2% revs good, raises FY net cash flow guidance
KPN +1% number in line, FY guidance reiterated, relief
LVMH +3% better revs driven by Wines&Spirits, Fashion, weak watches
O2 Dtland +1% numbers in line, trim oulook as well as capex
Peugeot +4% strong no's, beat across the board, cash better, guidance inline
Santander +1% numbers ok , NII light as rumoured, divi guidance supportive
Scor +1% numbers in line, GWP sl better
Statoil -3% upstream weak, headline v weak due to tax chg
Tel Italia +4% first good numbers for a while, upbeat comments
MF
*DBK-Net Inc 18m(-22),PT 408b(61),LLP 259m(280)Rev 7.39b(7.86)......+1%
*AIRBUS-Ebit Pre 1.18b(1.05),Rev 16.6b(16.5),One-off 1.41b..........+2%
*OSRAM-Rev 1.44b(1.42),NI 28m(37.7),Divi stable,confirms outlook....-5%
*BASF-Ebit Ex 1.71b(1.76),Ebitda 2.79b(2.7),Sales 14.5b(15.2).......-1.5%
*BSCH-Net 1.28b(1.22),NII 7.57B,B/Loans 4.29%,CET1 10.36%...........+1%
*LVMH-Net 1.71b(1.68),Rev 17.2b(17),ORGR 4%(3),F&L & W/S boh gd.....+3% *AENA-Net 492.3m(486),Rev 1.73b(1.73),Ebitda 931.7m(925)............+1%
*KION-Confirms prevs figs,Net Pft 64m,Confirms Full Year outlook....+0.5%
*AIR FRANCE-Rev 6.22b(6.22),OP 317m(258),Sees dwnward pressure......+2%
*ATOS-Rev 5.697b(5.69),Organic Grth +1.7%,Raises 2016 outlook.......+1%
*INGENICO-Net 122m(128),Ebitda 244m(251),Rev 1.13b(1.15),o/l ok.....-1%
*VALEO-Rev 8.1b(8.06),Net 451m(421),Op Margin 647m(614).............+2%
*M6-Rev 646m(618),Ebitda 136m,Net 83.5m,AD mkt visibility ltd.......-0.5%
*TEF DEUT-Rev 1.83b(1.86),OIBDA 459m(458),Divi 25c(25)..............+2%
*CAP GEMINI-Rev 6.257b(6.273),Rasise FY margin guidance.............+1%
*BAYER-Ebitda Ex 3.05b(2.96),Rev 11.8b(12.1),Rasises forcasts.......+1%
*DIA-Net 57.5m(59.9),Ebitda 150.4m(150.7),Cash Generation ok........+1% *KPN-Ebitda 592m(584),Rev 1.68b(1.7),Keeps 2016 outlook.............+0.5%
*PEUGEOT-Rev 27.8b(restated 28),Reits April tgts,Latam 12% dec......+4%
*BUCHER-Orders 1.09b(1.08),Ebit 107.4m(107),Sales 1.25b(1.27).......-1%
*EFG-AUM 80.6B(79.4),Op Inc 341.7m(335.1),CET1 18.5%,BSI ok........+1%
*SHW-Cuts FY16/17 sales outlook,Ebitda 2016 at low end,2020 ok......+0.5%
*SNAM-Rev 1.64b(1.724),NI 526m(522.8),Vote on buyback 1st August....U/C
*VOSSLOH-Sales 282.6m(299),Ebit 17m(16.45),PT 13.4m(13),Net 10.9m...-1%
*PERNOD/REMY-Read across from LVMH Wine and Spirits beat after hrs..+1%
*STM-Rev 1.7b(1.7),Gross Margin 33.9%(34.2),Q3 Rev to rise 5.5%.....+3%
*DIALOG-Read across from Apple overnight............................+2%