FLOW themes - a bit of LO buying (source: UBS)
May 31st, 20061.4x norm vol, 0.29%
Banks 1.9x, Insurance 1.6x, Other 1.3x, Constructi 1.3x
LO net flow $ 88m
+ Utilities /Telecom /Chemicals / Technology/ Industrial
- Food & Bev /Oil & Gas /Personal &/ Insurance / Autos & Pa
HF net flow $ 2m
+ Telecom /Oil & Gas /Travel & L/ Basic Reso/ Industrial
- Banks /Constr & M /Retail / Technology/ Autos & Pa
Sectors with largest in/out flows
Telecom +$49,947,100 Food & Bev -$-21,113,996
Utilities +$25,637,898 Banks -$-18,038,017
Oil & Gas +$14,802,751 Autos & Pa -$-14,614,172
Industrial +$14,723,106 Insurance -$-13,834,138
Large mkt share sectors
Travel & Leisure, Constr & Materials, Media, Basic Resources
Large mkt share stocks
ACCOR SA, LAND SECURITIES GROUP PLC, ENDESA S.A., BOUYGUES, BAA PLC, REUTERS
GROUP PLC, CARNIVAL PLC, BOC GROUP PLC, HEINEKEN NV, RDS B, MEDIASET SPA, Travel
& Leisure, CARREFOUR SA, ADIDAS-SALOMON AG, BP PLC
February 1st, 2007 at 15:26
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