NEW POSITIONS/AMENDMENTS:
Imperial Tobacco Group plc (IMT LN): buy below GBP 35
DELETIONS:
Wincor Nixdorf (WIN GY): sell able EUR 48: firm offer materialized
Allergan (AGN US): sell above $ 320 – firm offer materialized
Al Noor Hospitals (ANH LN): No counterbid materialized – price remained static
EXISTING RECOMMENDATIONS:
Syngenta AG (SYNN VX): Initial position below CHF 370
Cable & Wireless Communications (CWC LN): Around GBp 76
Telecity/Equinix spread (TCY LN/EQIX US): above GBP 0.25
SAB Miller (SAB LN): buy in low GBp 3900s – sell in high GBp 4000s
Deutsche Wohnen: Around EUR 24 (better standalone/downside valuation – with increased pressure for Vonovia cash bump)
Melrose plc (MRO LN): GBp 260-270
Sulzer (SUN SW): short above CHF 100
Rexam (REX LN): below GBp 520
Smurfit Kappa (SKG ID): below EUR 25
BG/RDSB spread (BG/ LN – RDSA LN): above GBp 100