EFTA01458546.pdf

Figure 30: Sales revisions - The % below shows the change €n 2015 consensus estimate since May end Cons. Disc. (Sbn) — down 0.1% Cons. Sta€3les ($bn} - down 1.4% Enefov ($bn) - down 1.0% Financials (Sbn€ - down Olt) 02 1725 'MO 2030 1400 i 2016 2016 j?J2_ 1625 ni t,44. • 1800 2014 1400 2016 .../. 2012 2013 I3013 1 20i44%;::r. 1525 20irj‘Z ., ra. sest CI.: 2°12 IV3719799111:: 1300 1000 11 . 4,....e.14 / 1425 • 1200 ' pr= lgS..... 2009 2013 1325 1200 1400 I ICO A 2010 1225 Iwo 1X°92010 22114109.1". 1200 1125 2000 2011 10 1000 : 1000 Altos 1000 2009 1025`. 2 930 r e. . . . . . . 4444'.--,...... On BOO 925 9C° 2$4 8 ilc,. . 0...... ;.,.,:.... .4 7?)?2"?'"--""'"'"'" 4 4,,44" "" . - 00000000000000 Gdoo.occoceeeoec 0000000000000000 000000000 ooe0000 1'ionliht,i:Ir Sim} Err, 1 0,, .11thi0tfi (''0: W11 2 0",.: technology ($bn) - down 0.011.) Materials (Stir p 0.-St•i 1700 1300 • 14130 420 2013 ,, 0, 2013 .4,4 :4 2016 1603 • 20). 1250 1300 400 20 1200 2016 '91144 380 I 1500 At... ft. . 1200 , 4.r2 1150 NO 1403 11130 1 70a2.02e...+ IWO 213 .11%S ir* "..' 330 2011 1300 201 2012 1000 1000 1 no ' 1200 201 1030 010 1103 0 9C° 1 2009 ./4ftr&7 9....'"' 2011 9t0 ; 200 1000 2009 900 1 rco Q( .-o 260 009 OCO 2010 660 non too coo' ore' 240 stsi . • :-N.4;,:ii.. 4 44" -- """'"' 44?4 '" - " — '7"""' 2 112.1:6 2 . 565S5Ba65t 000.00.0000a0000 0 stsssatat6t6savg :• cis% Utilities (Sbn) - dow_.1111n 1.0% S&P ex Fin (Sbn) - down O.Cir-. S&P SOO (Su 1111_.m .- down 0 3to 360 350i 10000 11000 Id 2016 2016 340 • 340 1 9:03 2014 2016, 10503 I I .? att. ), 330 J 20150% 91300 320 20 2011 2013 14 MOO 2313 t:r;r- 10000 ts •....- 300 2014 90 320 .12039 2012 OCCO 416%.1%7312 9300 280 2012 310 750) 2011 4 .7011 7C00 6500 260 930 0 2 WO 8000 240 0030 7500 220 230 6600 7000 !SS Et 9 9 :: r,-- V 9 V 9 :c• 9 $' V 722 SER ° z:r.g .2. 4._.:. "" ,... ney -.. ...! et... *P tr ":".."4 7 n 7 ... r. 444;" -- """ -- " 0 g ................ ..sg........gg.g ......... O .....'s Sane 46493 end Amen*Sent Main lionenat p Nall Aal.80in Aft. 2010Sr OMniuMed to Sip Cain Sepia ZOOAnal it Oct 21120.1Is OUT NO. IS?. Cow 10121004.,44 dee WONeesilliol' elAdak° 74.4o.vot 10:1/12Antpaf esis an Onoit ow Son* acsotkei Cora Die m CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0118511 CONFIDENTIAL SDNY_GM_00264695 EFTA01458546