SECTOR NEWS
- Spanish Banks: New provision for implementation of monetary policy
- Banks LatAm wrap-up
- Irish Banks Exposure to ECB rises sharply in September
- Swedish Industrials Q3 will be OK, but what about 2025?

BLUE CHIPS COMPANY NEWS
- ABB (Buy) Can ABB break its hit and miss record? Yes, probably
- Alfa Laval (Hold) Improving but slowly
- Allianz (Accumulate) No large claim from catastrophe in Hungary exp
- Amadeus (Buy) Result of the bookbuilding
- Assa Abloy (Buy) Long-long and long-short
- Atlas Copco (Accumulate) Skilfully ramping up production
- Autogrill (Hold) Autogrill sells Alpha Flight (flight catering)
- Danisco (Buy) Hungry for more
- Electrolux (Accumulate) Safe but exciting
- FondiariaSai (Accumulate) Bollorè further raised its stake in Premafin last Friday
- Gas Natural Fenosa (Buy) Arbitrage finding partially passed through to clients
- K+S AG (Buy) 15-yrs low in US corn stock:use – PT lifted to EUR 56 (52)
- National Bank of Greece (Buy) NBG to seek funding from the interbank markets
- OPAP (Buy) CEO interview highlights
- Philips Electronics (Buy) Small acquisition in dental care
- Public Power Corp (Hold) Energy Ministry is considering the earlier withdrawal of PPC’s lignite-fired units
- Roche (Buy) Interesting data for MetMab (lung cancer)
- Sandvik (Reduce) Consolidating the Q2 step change in earnings
- Sanofi-Aventis (Buy) Confirmation of BSI-201’s (iniparib) efficacy
- SKF (Hold) Another quality quarter
- Solvay (Accumulate) A new specialty polymers compounding plant in China
- Terna (Accumulate) Electricity consumption: lower degrees, lower demand
- Vallourec (Buy) Rise in gas drilling activity in the USA
- Volvo (Buy) No pause in the recovery

SMALL & MID CAPS COMPANY NEWS
- Bang & Olufsen (Hold) Still blindfolded
- Bekaert (Accumulate) Steel cord capacity increased in China
- Beni Stabili (Buy) Fonciere sold 1.2% of Beni Stabili and fulfils SIIQ criteria
- Bilfinger Berger (Buy) Further positive details on sale of concessions
- Demag Cranes (Buy) Improving fundamentals - A hostile bid seems possible
- DOCDATA (Accumulate) Clients Bijenkorf and Bol.com have happy customers
- Höganäs (Accumulate) Valuation reflects likely volatility
- Imtech (Buy) Large German ICT orders
- Konecranes (Buy) Acquisition of Demag Cranes would lift Konecranes’ EPS by 20-50% – we would welcome such deal
- Omega Pharma (Accumulate) Upgrade from Hold to Accumulate
- RHJ International (Buy) Kleinwort Benson rumoured to have hired new chief executive and completed purchase of KBCAM (Dublin)
- SIAS (Buy) Concession Agreements published in the Official Journal