Equities Morning Report
Monday, 01 June 2015
World
*Asian Stocks Fall as Investors Weigh U.S. Economy, Await Data
*China May Manufacturing PMI 50.2; Est. 50.3
*Bad Debts Prompt China’s Banks to Balk at Loan-Backed Bond Call
*Pimco Total Return Doubled 30-Year Treasuries in First Quarter
LXM EQUITIES DESK
Piers Young
COO & Equities Sales Trading
T. +44 20 7201 7551
E. Piers.Young@LXMGroup.com
Oliver Dinsley
Equities Sales Trading
T. +44 20 7201 7553
E. Oliver.Dinsley@LXMGroup.com
Alexandros Strakosias
Equities Sales Trading
T. +44 20 7201 7545
E. Alexandros.Strakosias@LXMGroup.com
Lawrence Marshall
Europe
*Greece Endgame Nears as Tsipras Warns Bell May Toll for Europe
*European manufacturing PMI data due
*BNP Paribas Said Among Bidders for HSBC Turkey: Reuters
*Stifel in Lead to Buy Barclays U.S. Wealth Unit: Reuters
Energy and Utilities
*Speculators Temper Crude-Oil Wagers Before OPEC Meets on Output
*Oil Halts Gains as Saudis Pump at Record Before OPEC Meeting
*SAP May Form Russia JV to Keep Access to Govt Orders: Kommersant
*Fredriksen Says Too Early for Deals in Rig Market, DN Reports
FX & Equities Sales Trading
T. +44 20 7201 7558
E. Lawrence.Marshall@LXMGroup.com
Miners and Metals
*Copper Advances as China Manufacturing Data Shows Expansion
*Gold Holds Climb as U.S. Slowdown Curbs Rate Increase Bets
TMT
*Bollore to Meet Italy Govt Next Week on Tel Italia: Messaggero
*WPP CEO Faces Shareholder Protest Over GBP43M Pay Package: FT
*Apple Said Developing Its 1st In-House Mapping Database: 9to5Mac
*Toshiba Rises After Extending Deadline for Earnings Release
Industrials and Autos
*Ex-div...Airbus, Faurecia
*European manufacturing PMI data due
*China Factory Gauge Shows Sign of Stabilization After Easing
*French Insurers Pay EU350M for Zodiac Stake, Les Echos
*India Will Buy Only 36 Rafale Fighter Jets, Not 126: Press Trust
*Korea Aerospace Rated New 'Buy' at KTB Securities
LXM Group
13-14 H OBART P LACE
LONDON
SW1W 0HH
UNITED K INGDOM
T. +44 20 7201 7555
F. +44 20 7235 6090
WWW . LXMGROUP . COM
LXM Group is the trading name of LXM
Finance LLP, authorized and regulated by
the Financial Services Authority.
Registered in England Reg. No. OC360201.
Registered Office: 13-14 Hobart Place,
London SW1W 0HH, UK
Drugs, Chems and Healthcare
*Evonik Wants to Buy Clariant, Finanz und Wirtschaft Reports
*Steris Bid for Synergy Challenged by U.S
*Some Key U.S. Drugs in Short Supply on Manufacturing Issues: WSJ
*AstraZeneca Says 81% on Lung Drug Were Progression Free at 9 Mos
*Roche Production Expansion to Create 400 Jobs: Sonntagszeitung
*AstraZeneca’s Arimidex May Reduce Risk of Breast Cancer
*Henkel Investor & Analyst day Laundry & Home Care
Disclaimer:
The information in this presentation which does not purport to be comprehensive has been provided by LXM. While this information has been prepared in good faith,
no representation or warranty, express or implied, is or will be made and no responsibility or liability is or will be accepted by LXM or by any of their respective
officers, employees or agents in relation to the accuracy or completeness of information contained in this presentation or any other written or oral information made
available to any interested party or its advisers and any such liability is expressly disclaimed. No information set out or referred to in this presentation shall form the
basis of any contract. This presentation has been delivered to interested parties for information only and on the express understanding that they shall use it only for
the purposes specified herein. LXM Group is the trading name of LXM Finance LLP, registered in England and Wales, company registration number OC360201, 13-14
Hobart Place, London SW1W 0HH. LXM Finance LLP is authorised and regulated by the Financial Services Authority in the United Kingdom. Its FSA registration number
is 539518. This presentation does not constitute a commitment by LXM Group to underwrite, subscribe for or place any securities or to extend or arrange credit or to
provide any other services.
1
Equities Morning Report
Monday, 01 June 2015
*Givaudan roadshow in Brazil (through June 4)
*American Society of clinical oncology meeting
*Jeffries global healthcare conf
*ASCO meeting (Roche, MorphoSys)
LXM EQUITIES DESK
Piers Young
COO & Equities Sales Trading
T. +44 20 7201 7551
E. Piers.Young@LXMGroup.com
Consumer
*Accor to Change Name to Accor Hotels, Le Figaro Says
*Morrison Investors Back Living Wage at AGM: Mail on Sunday
*Deutsche Bahn CFO Forecasts 2015 Loss Because of Strikes: Welt
Oliver Dinsley
Equities Sales Trading
T. +44 20 7201 7553
E. Oliver.Dinsley@LXMGroup.com
Alexandros Strakosias
Equities Sales Trading
T. +44 20 7201 7545
E. Alexandros.Strakosias@LXMGroup.com
Lawrence Marshall
FX & Equities Sales Trading
T. +44 20 7201 7558
E. Lawrence.Marshall@LXMGroup.com
LXM Group
13-14 H OBART P LACE
LONDON
SW1W 0HH
UNITED K INGDOM
T. +44 20 7201 7555
F. +44 20 7235 6090
WWW . LXMGROUP . COM
LXM Group is the trading name of LXM
Finance LLP, authorized and regulated by
the Financial Services Authority.
Registered in England Reg. No. OC360201.
Registered Office: 13-14 Hobart Place,
London SW1W 0HH, UK
Disclaimer:
The information in this presentation which does not purport to be comprehensive has been provided by LXM. While this information has been prepared in good faith,
no representation or warranty, express or implied, is or will be made and no responsibility or liability is or will be accepted by LXM or by any of their respective
officers, employees or agents in relation to the accuracy or completeness of information contained in this presentation or any other written or oral information made
available to any interested party or its advisers and any such liability is expressly disclaimed. No information set out or referred to in this presentation shall form the
basis of any contract. This presentation has been delivered to interested parties for information only and on the express understanding that they shall use it only for
the purposes specified herein. LXM Group is the trading name of LXM Finance LLP, registered in England and Wales, company registration number OC360201, 13-14
Hobart Place, London SW1W 0HH. LXM Finance LLP is authorised and regulated by the Financial Services Authority in the United Kingdom. Its FSA registration number
is 539518. This presentation does not constitute a commitment by LXM Group to underwrite, subscribe for or place any securities or to extend or arrange credit or to
provide any other services.
2