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FC: EU AND UK COMPANY STOCKS OPENING CALLS December 04, 2017 at 07:54AM

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Macquarie:

UK
* Miners- Iron Ore up 4%. +2%
* RDS- Macq u/g to Outperform. +1-2%
* Ryanair- Nov traffic no’s grew 6% to 9.3m customers. Load factor 96%. +0.5%
* Sky- 21st Century Fox has restarted talks with Disney on Asset Sales that may include their Sky stake. +1-2%
* WPP- Positive comments about Global Advertising Mkt. +1%
EURO
* Gas Natural- Repsol potentially selling it’s 20% stake but privately rather than a placing. Unch
* Prysmian- Acquiring General Cable for $30 p/shr all cash (80% premium). Will be funded by new debt, cash and existing credit facilities. -2-3%
* Repsol- Said to be considering $4.4bn Sale of its stake in Gas Natural. Unch
* Technip FMC- Confirms has been awarded $4.2bn contract to build Sitra Refinery in Bahrain alongside Tecnicas Reunidas & Samsung. +2%
* Tryg- Buys Alka for $1,3bn, Placing of up to 10% of co. to pay for it via ABB. -5%
Mainfirst:

*ADIDAS-Online target €4b by ’20,Reebok no longer for sale-Press…..+1%
*REPSOL-Is considering the sale of all or part of Gas Nat stake……+1%
*COMMERZBANK-Temporarily stops business with some UK Clients-HB……U/C
*MUNICH RE-To increase investments in equities says CFO…………..+0.5%
*NESTLE/STADA-Are said to prep rival bids for Merck cons health……+1%
*PUBLICIS-Zenith sees 2018 Global Ad Market to of 4.1%……………+1%
*VW-In talks to buy stake in Russia’s GAZ says Reuters……………+1%
*OSRAM-Chinese Foshan Elec & Lighting opens German Unit – Welt…….U/C
*ROCHE-Granted FDA orphan drug status for Idasanutlin…………….+1%
*SANOFI-Ends development of Clostridium difficile vaccine…………-0.5%
*AIRBUS-To reach new production record in 2017 says Bregier……….+1%
CS:

Autos +1.5% US auto sales – Nov light vehicle SAAR at 17.48m est 17.3m
Idorsia +2-3% Announces collaboration with JNJ on aprocitentan ACT-132577
Italy banks +2-3% ECB approves NPL plans
Miners M/P Copper +0.15%, Brent -0.80%, Iron Ore -0.45%, China +0.45%
Rio +1% Investor Day in Aus overnight. No negatives
Ryanair M/P Traffic stats – load factor +1% to 96%, traffic +6%
Sky -2% Disney discussions buying 21st Century Fox’s media assets
TechnipFMC +1% Announces 4.2b sitra project win in middle East
Tryg -1% Announced the acquisition of Alka Forsikring
ShoreCap:

RIO – to rtn 40% of cash generated,sees lower capex,give 2018 g’dance……..+2%
NAT.EXPRESS – encouraged by early Christmas trading,on course to deliver tgts+2%
RYANAIR – Nov.passenger stats +5%, load factor +1%……………………..UNCH
McCOLLS – Q4 revs +28.9%,LfL-1.1%,on track to meet FY expectations……….UNCH
COMMUNISIS – FY trading expectations remain unch,appoints new CFO………..UNCH
CIRCASSIA – Tudorza meets primary endpoints in Ascent study………………+2%
PENDRAGON – Strategy update.100m capital released.US motor group disposal….+2%
SKY – Disney reported to be in new talks with Fox re possible sale of Sky …-1%
Investec:

UK
* ALIANCE PHARMA-Proposed acq’s of Vamousse from TyraTech($13m)…………+1%
* AMERISUR-Monthly Update. Production guidance slightly lower…………-2-3%
* CINEWORLD-Nearing agreement to buy Regal Entertainment(STimes)……….unch
* EUROMONEY-Aqcuires TowerXchange, no £ mentioned…………………….unch
* GENEL-Taqtaq Field’s TT-29w successfully completed(Oil bearing)……….+3%
* GLAXO-To invest billions in UK Research ahead of Brexit(FT,STimes)……+½%
* HOLLYWOOD BOWL-Tipped in Midas column (MoS)……………………….+1-2%
* MARKS&SPENCER-May abandon dozens of building projects(MoS)…………..+½%
* MCCOLLS RETAIL-Q4/FY.Trading in line, on track to meet FY exp’s………unch
* MULBERRY-Tipped to unveil rise in sales on Wednesday.(STimes)…………+1%
* NATIONAL EXPRESS-2 sml acq’s.Trading in line. Tipped in Midas(MoS)…….+2%
* ONTHEBEACH-At the heart of FCA probe into alleged rigging(STimes)…….unch
* PENDRAGON-Strategy Review.Resumes buy back & putting US Grp up for sale..+3%
* RBS-Turned a ‘blind eye’ to failings in Global Restructuring Grp(MoS)…unch
* RIO TINTO-Appoints new Chairman,Simon Thompson.(Sector +½-1%)………..+1%
* RYANAIR-Traffic Stats.LF 96% & traffic +6% to 9.3m………………….+1%
* UNILVER-Completes €5b share buy back programme……………………..+½%
* VODAFONE-May seek new auditors to replace PwC(Sky)………………….+½%
* VP GRP-Acquistion of Brandon Hire to be investigated by CMA…………..-1%
* WALKER G’BANK-Appoints David Butcher as General Manager Brands……….unch
* WANDISCO-Raising $10m & certain directors selling 1m shs @ 550p,via ABB..-1%
EURO
* D POST-parcel bomb at Potsdam was part of extortion plan against D Post…U/C
* FIAT-lots of CEO comments:in tlks to settle US diesel probe; sees Marelli,

Comau split in 2019; 5yr plan in Q2; partnership Hyundai tlks not merger..+3%
* IDORSIA-gets $230m milestone payment in pact w/Janssen………………..+2%
* NESTLE,STADA-said to prepare bids for MERKC consumer health unit(Rtrs)….U/C
* NOVO NORD-positive Xultophy study news published……………………..+1%

* OSRAM-Foshan opens German unit, will compete against Osram(WaS)………..U/C
* PRYSMIAN-buys Gen Cable,$3bn cash,eps accretion 10-12% in 1st full yr…..+2%

* PUBLICIS-Zenith unit sees 2018 global ad market +4.1%……………….+1.5%
* REPSOL-considering sale of $3.7bn stake in GAS NAT(+1%)……………….+1%
* SANOFI-scraps C.Diff Vaccine. Philippines launch criminal dengue probe….-1%
* TECHNIPFMC-among co’s to win $4.2bn Bahrain contract………………….+2%
* TIT-to discuss fixed network options at board meeting this week(Rtrs)…..+1%
* TRYG-buys Alka for DKK8.2bn, to issue 10% new shares, still pay extra div..??
* VW-detained manager says Co. told him to lie(Bild)……………………U/C
RBC:

*ACACIA: -1% to begin new gold exploration in Kenya, weaker gold.
*CARLSBERG: +1% Chinese beer producers discussing price hikes.
*GENEL: +1% positive updating drilling result on Taq Taq field in Kurdistan.
*ISAT: 0% FT: bid speculation.
*LSE: 0% MAIL ON SUNDAY: Blythe Masters tipped for CEO job.
*NATIONAL EXPRESS: +1% on course to deliver FY’17 profit, FCF & leverage targets.
*PRYSMIAN: -2% to buy GENERAL CABLE for $40 per share in cash.
*REPSOL: 0% said to be considering $4.4B sale of its stake in GAS NAT.
*RIO: +1% picks Simon Thompson to succeed Jan Du Plessis.
*RYANAIR: +1% November passengers +6% YoY, load factor @ 96%.
*SAINT-GOBAIN: 0% acquires WATTEX, no terms disclosed.
*WEIR GROUP: 0% board changes.
*WIZZ AIR: +1% sees FY passenger numbers @ 30M.
BAML:

TECNICAS – TechnipFMC announces a JV with Samsung & Tecnias worth $4.2b (26)+2%
REPSOL – Spec Repsol is considering potential sale of Gas Nat stake (15.35).+2%
PRYSMIAN – To buy General Cable for $30/shr in cash. Value of deal $3bn (29)+2%
TECHNIPFMC – Announce a JV with Samsung and Tecnicas, worth US$4.2b (24.83).+2%
AIRBUS – We UPGRADE to Buy. See 2020 FCF yield of 8.1% as attractive (87).+1-2%
BANKS – Positive. GOP secured enough votes to pass the Senate Tax Bill….+1.5%
MINERS – Copper +0.35%, Iron Ore fut -0.9% and BHP OZ +1.56%, RIO OZ +1.25%.+1%
RYANAIR – Nov stats: +6% YoY on vol growth & +1% YoY on load factor (17.62).+1%
RIO – Announces Simon Thompson to succeed Du Plessis as Chairman (3537)…..+1%
SKY – Fox Disney talks said to resume.Talks to include Fox’s Sky stake (939)+1%
ROLLS ROYCE – We UPGRADE to Neutral from U/P and raise our PO to 880p (846).+1%
RHEINMETAL – We INITIATE coverage with a Buy rating and a PO of EUR121 (106)+1%
NAT EXPRESS – Completes 2 small acquisitions in the US and Spain (366.6)..+0.5%
COMMERZBANK – Is said to have reacted to FCA review; Handelsblatt (12.075)..u/c
BT – Said to prepare plan B after softening Premier League ambitions (257)..u/c
GAS NAT – Spec Repsol is considering potential sale of Gas Nat stake (18.6).u/c
CAPGEMINI – Announces Salil Parekh’s departure. Confirms 2017 guidance(96)-0.5%
ULTRA – We DOWNGRADE to U/perform. More cautious midterm org growth (1274)..-2%
Barcap:

UK
CIR +5% Tudorza meets primary endpoint in ASCENT study, (Astra 2016 revenues $80m)
RYA +2% Nov traffic stats up 6% to 9.3mm customers, 96% load factor.
RIO +2% Mid term guidance reiterated at CMD, move in Iron Ore will be supportive.
NEX +2% Completed two small acquisitions in November. On course for FY
AZN +1% Tudorza reduces exacerbations in COPD patients. Positive study results.
WIZZ UNCH Co sees passenger numbers growing to 30m in FY ending March.
EU
AIR +2% COO headlines. 2017 delivery forecast held >700 as November deliveries inline
JPM:

KERING Gucci Italian offices raided due to suspected tax evasion: -1%

M&S Press suggesting pulling out of some shopping mall plans* unch

NAT EXPRESS 2 Acqns – US & Spain. On course to deliver FY tgts unch

PRYSMIAN to Buy General Cable for $30 Per Share Cash: bbg

RIO Chairman appointment and CMD +1%

RYANAIR Nov traffic: load factor 96% is +100bps y/y unch
Commerz:

ADL -0.2% Equinet raises to Buy (Accumulate)
ADS +1.6% CEO interview with little news; wants spend caps for soccer clubs
AIXA +2.9% Barclays re-initiates with Equalweight – PT €14
EVK +3.1% DBK raises to Buy (Hold) – PT €40 (34)
LEO +0.8% Prysmian agrees to buy General Cable in a 3bn acquisition
LXS -1.0% DBK cuts to Hold (Buy) – PT €69 (79)
KGX +1.1% DBK re-initiates with Buy
MRK +0.7% Nestle, Stada are said to prepare rival bids for Merck unit (Reuters)
MUV2 +1.1% To increase investment in equities (BZ); new CEO pushes growth
OSR +1.4% Competitor Foshan opens German unit
SAZ +0.2% Nestle, Stada are said to prepare rival bids for Merck unit (Reuters)
VOW3 +1.3% Said to be in talks to buy stake in Russia’s GAZ (Reuters)
Citi:

UK

*Astra -Tudorza met primary safety endpoint,cardiovascula safety u/c

*Nat Exp-TU positive trading across all of units,on course to deliver +1%

*Rolls R-Citi push on FX {https://www.citivelocity.com/t/eppublic/1DZhY} +1%

*Ryan A-Traffic stats grows by 6% to 9.3m, all Ok across u/c
EURO

*Technip -$4.2Bn joint deal with Bahrein Petroleum. +1%

*TRYG -Buys Alka Forsikring for $1.3bn. u/c

*Prysmian -Buys General Cable for $3bn, $30/shr in cash. -1%

*Sanofi -Toujeo met primary study objective. +1%
 

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