Capgemini: Q1 15 and iGate acquisition conference call feedback: the deal you couldn’t miss
BUY, Fair Value EUR89 vs. EUR84 (+5%)
ASK: 2014 results below expectations – waiting for a clearer view in H2
CORPORATE, Fair Value EUR5.0 vs. EUR7.9 (+29%)
GDF Suez: A poor Q1, as expected; FY guidance confirmed
BUY-Top Picks, Fair Value EUR23 (+18%)
Capgemini: Q1 15 sales slightly above expectations, and acquisition of iGate
BUY, Fair Value EUR84 (+7%)
STMicroelectronics: Strikes at STMicroelectronics’ Crolles site
NEUTRAL, Fair Value EUR9 (+3%)
Luxottica: The two developments of smart glasses progress well
BUY, Fair Value EUR61 (+2%)
GDF Suez: Tractabel Energia EBITDA up 13.8% in Q1-15, helped by favourable base effect
BUY-Top Picks, Fair Value EUR23 (+19%)
AstraZeneca: When externalisation becomes part of a business model
NEUTRAL, Fair Value 4860p vs. 4880p (+2%)
Zealand: Deserves a closer look
BUY, Fair Value DKK125 vs. Under Review (+28%)
AstraZeneca: Q1 2015 in line with estimates and FY guidance
NEUTRAL, Fair Value 4880p (0%)