BAML
WILL HILL: in deal talks with Amaya for a reverse takeover (315p)............+7%
WILL HILL: in deal talks with Amaya for a reverse takeover (315p)............+7%
MITIE GROUP: Ruby McGregor Smith stepping down as CEO (200p)................+3%
LADBROKES: DB upgrades the stock to buy (136)..............................+2/3%
Unite group: USAF prpty portfolio valued @ £2.264bln +5% in 3 mo (611p)......+1%
GIVAUDAN: 3Q16 trading update, Lfl growth of 3.1% vs cons 3.5% (1956.24)....-1%
NOVO: apart has received a complete response letter (267.597)................-1%
VIVENDI: Bollore increases stake above 20% (18.08)..........................unch
Investec
* ABN-may sell Asian p/banking unit(Bberg); Govt still lowering stake(ANP)..U/C
* ABN-may sell Asian p/banking unit(Bberg); Govt still lowering stake(ANP)..U/C
* ADP-cuts FY traffic and EBITDA f/casts (stable vs slight gwth).............-3%
* AIR FRANCE-Sep traffic +2.8%..............................................-1%
* ATLANTIA-may sell 15% of Autostrade (CRO in Messaggero)....................+1%
* DBK-Cryan leaves US with no DoJ deal; Qatar stake raise story denied......-3%
* DELTA LLOYD- NN needs to raise bid to €6.50 from €5.30 (press)............+2%
* GIVAUDAN-Q3 lfl sales look touch light, reits l/t targets. Comment follows..-1%
* INTESA-owns 50% Allfunds(see Santander news);also see Italian bank spec...+2%
* LVMH-Q3 sales due after close
* POSTNL-to raise domestic letter rates by 5c, international by 8c..........+1%
* SANTANDER-may sell it’s 50% stake in Allfunds for €2bn..................+1.5%
* SONOVA-CEO see ‘enormous’ demand for rechargeable hearing aids(NZZ).......+1%
* SYNGENTA-ChemChina bid is missing $15bn of funding for deal(Bloomberg)....-2%
* VIVENDI-Bollore raises stake to >20% from 15%, to have 29% voting rights..+2%
UK
* GEMFIELDS Telegraph article re but interest from Faberge.................+4-5%
* INTERSERVE decides to keep RMDK unit after strategic review...............unch
* MITIE group CEO steps down, Phil Bentley ex C&W will succeed her...........unch
* SVG Harbourvest said to approach SVG with an alternative bid..............unch
* UNITE GROUP USAF and LSAV valuation update, £2.264bn as at Sep 2016......+0.5%
* ULTRA ELECTRONICS small ($82m) contract win...............................unch
* VEDANTA Q2 update, copper up and Indian Zinc to rise significantly.........+2%
* WANdisco contract wins and director / management appmnts...................+5%
* WILLIAM HILL confirmed in merger talks/reverse t/o with Amaya - ST.........+4%
RBC
ADP -1% Guidance cut on traffic to 1-1.5% v 2.3% earlier, EBITDA flat.
ADP -1% Guidance cut on traffic to 1-1.5% v 2.3% earlier, EBITDA flat.
AIR FRANCE 0% September traffic stats a tad weak, load factor light.
DT. BANK -3% Weak after BILD reported no agreement between Cryan and DoJ yet.
FRESNILLO +2% Likely to outperform on Silver (+3%), Gold (+1.5%) post hours
GIVAUDAN 0% Q3 sales in line with expectations - nothing done.
MITIE +5% New CEO announcement, Phil Bentley, previous C&W.
NOVO NORD -2% Fails to win FDA approval for faster acting insulin aspart
PANDORA -1% SILVER rallied 3% from the close Friday, Gold also higher
SWED/NDA -1% Following NORWAY Friday, talk of 15% Swedish payroll tax on Fin.
THYSSEN +1% Press reports TATA STEEL JV still on the cards
VIVENDI +2% BOLLORE statement announcing voting rights to rise to 29% in Apr.
W.HILL +5% AMAYA confirm in ongoing merger talks with WILLIAM HILL
MainFirst
*DBK-Talks with DOJ contin, Derivs exp o/done, Qatar may raise 2 25%....-4.5%
*DBK-Talks with DOJ contin, Derivs exp o/done, Qatar may raise 2 25%....-4.5%
*ATLANTIA-May sell by Feb a minority stake of 15% in Autostrade.......+1%
*NOVO NORDISK-Fails to win FDA Approval 4 faster acting insulin.......-2%
*THYSEEN-Tata may merge European arm with ThyssenKrupp - S/Times......+1%
*NN-Should raise Delta Lloyd(+19%) bid to €6.5 vs €5.3 says FD........-1%
*BAE SYSTEMS-Information gets $618.3m IDIQ Navy Contract..............+1%
*WILLIAM HILL-In talks with Amaya to create $4.6b betting giant.......+5%
*SWISS LIFE-To buy Mayfair Capital with £1b property portfolio........+0.25%
*GIVAUDAN-9m Sales 3.52b(3.5),Fragrances 1.7b(1.7),Flav 1.8b(1.8).....+0.25%
*AIR FRANCE-Sept passengers +2.8%,Tramsavia +25%,Cargo -0.6%..........+1%
*ADP-2016 traffic +1-1.5% after a weak summer, Ebitda cut, Net lower....-2%
*POSTNL-To raise basic rates for domestic 5c & Intl 8c,from 1st Jan...U/C
CS
Air France -0.5% Load factor slightly worse than expected
Air France -0.5% Load factor slightly worse than expected
Delta Lloyd +2% Spec NN Group should raise its Eu2.4b bid by Eu600m
Deut Bank -3% No fine agreement could be agreed in the US over weekend
Givaudan +1% Q3 sales in line, organic growth slightly better
Lundbeck +1% FDA approves Carnexiv injection as a S/T replacement
Miners +0.5% Copper +0.20%, Brent -1.30%, Iron Ore closed, China +1.10%
Mitie M/P Announces new Chief Executive - Phil Bentley
Novartis -0.5% Negatives from 2016 ESMO meeting
NN Group -2% Spec NN Group should raise its Eu2.4b bid by Eu600m
Roche +1% Tecentriq Extends Lung-Cancer Patients' Lives in Study
Ultra Elecs +0.5% $82m contract win over 4 years
Unite Group +1-2% Valuation update reads well
Vivendi R Bollore holds more than 20% of Vivendi
Volkswagen -0.5% EU Commission said to be sceptical on VW fix
Will Hill +7-10% Amaya/Will Hill said in talks about a £4.6b all-shr merger
Julius Baer
SMI +0.1%
CSGN -0.4%
UBS -0.4%
Tradegate
DBK -4.3%
FME -0.6%
FRE +0.8%
RWE +1.2%
NDA -1%
BOSS +1.1%
DLG +1.2%
S32 -1.9%
VOD +1.1%
Macquarie
*Cityfibre CITY- Macquarie initiate with a Outperform . +1%
*Cityfibre CITY- Macquarie initiate with a Outperform . +1%
*Just Eat JE/- Invested £3.5m in UK start-up Flypay, strategic partnership. Unch
*Ultra-Electronics- Wins $82m 4 year contract with US Navy. +1%
*William Hill WMH- Confirms discussions about an all share merger of equals with Amaya. RSTR
*YouGov You- EPS beats est’s, Dividend increased 40% to 1.4p. Current trading inline. +2%