Hold: PPoP contraction on higher opex, NP in line Bezeq: Spacecom to lease satellites to Yes for USD 263m UBS Evidence Lab survey highlights ANN brand leadership, but will price increases be disruptive? Expert call alert: outlook on healthcare reform LightHouse:Oil,Brazil,Argentina,S&E,PBR,CSAN,ALPEK and BRKM Export bounce,but what about domestic demand? Buy:Satisfactory 4Q earnings The best offshore name to own is CNOOC No strong conviction Buy:Some weakness near term,but structural story intact