• the fresh release of the respective annual reports often provide valuable clarifications on sensitive ownership data ahead of Spring AGMs
• the possible re-stabilization of markets ,following a gloomy start of the year ,may help investors refocusing on such non-fundamental elements
A 22-company selection
the companies are introduced as follows : name ; in-house rating ; next date
• Companies which Vivendi invested
- Telecom Italia : (=) ; 05/05
- Telefonica : (NR) ; 04/29
- Ubisoft : (+) ; 05/12
- Gameloft : (+) ; 04/28
- Mediaset : (=) ; 04/27
- FNAC : (NR) ; 04/21
- Vivendi: Obliquity: (+) ; 04/21
• 3 French cases of parallel stake-buildings
- Accor : (NR) ; 04/19
- Carrefour : (+) ; 05/17
- Rexel : (+) ; 04/29
• 3 Potential fights
- LSE : (+) ; 04/27 ; DB1/LSE - expect a counter offer from ICE
- Deutsche Boerse : (=) ; 04/27
- Darty : (NR) ; 06/16
- Home Retail : (=) ; 04/27
• 2 Very special Italian situations
- Ansaldo STS : (=) ; 05/05
- Parmalat : (=) ; 04/29
• 3 worth-watching German situations
- Adidas : (+) ; 05/04
- Kloeckner : (-) ; 05/04
- Kuka : (NR) ; 05/04
• 4 other noteworthy situations
- BT Group : (-) ; 05/05
- Sunrise Communications : (NR) ; 04/15
- Fimalac ; (=) ; 06/15
- Pierre Vacances : (=) ; 05/26