Berenberg – Food Manufacturing – A Q3 packaged food fight (afd)
Citi – Daimler - Stronger For Longer – Our Top Pick
Credit Suisse – European Wholesale Banks - US read-through positive for CIB forecasts
DBK – Utility & Power Q3 Preview – Fair Weather quarter (0900)
Kepler – ABB – Turning to 2017
Kepler – Daimler – More Margin power to come from MB
Kepler – Volvo - Synchronous downswing = not good
MS – Commodity Manual - Signs of Stress As Loadings Finally Recover; Shale is Coming; Producers Are Adapting; Gas Backwardation (TCM)
SG – Daimler - Delivering on Cars & Vans but Trucks remain challenged – downgrade to Hold