RENTERO OG BLANDET I ASIA, OLJELAGER, RIGGFOKUS XXL & NRS

ANALYSE Aksjemarkedet i dag RENTERO OG BLANDET I ASIA, OLJELAGER, RIGGFOKUS XXL & NRS Sentralbanksjefens gjennomgang av hvordan markedet bør lese pressemeldingene etter de kommende rentemøtene innebar ingen forsterkede forventninger om kortsiktige renteøkninger i går og sendte, sammen med enkelte positive selskapsnyheter, det amerikanske aksjemarkedet oppover. Dow endte opp 0.5%, S&P500 steg 0.3% og Nasdaq sluttet opp 0.1%. Volumet på de tre hovedindeksene kom inn på 79-89% av gjennomsnittet for de siste tre måneder. I Asia er det en blandet utvikling i morgentimene i dag etter at flertallet av markedene igjen har åpnet. Nikkei stenger ned 0.1% etter at Yen-kursen igjen har styrket seg noe mot USD. På den annen side bidrar utviklingen i USA positivt. I korthet kan gårsdagens gjennomgang fra den amerikanske sentralbanksjefen tolkes i retning av at en strykning av ordet «tålmodig» i pressemeldingen etter rentemøtene vil være en forutsetning for at tidspunktet for en eventuell renteøkning kan nærme seg. Det neste rentemøtet er 18. mars. På selskapssiden leverte Home Depot en noe bedre rapport enn ventet i går og aksjen steg 4%. Home Depot inngår i Dow-indeksen og bidro dermed til den generelle oppgangen. I Europa får vi i dag forbrukertillitsmålinger fra Norge og Frankrike. I Norge får vi i tillegg oppdaterte ledighetstall. I USA fortsetter i dag redegjørelsen fra sentralbanksjef Yellen, og vi får i tillegg oppdaterte tall for salget av nye boliger. Fra selskapssiden har vi i dag fått rapporten fra Vimpelcom og senere i kveld kommer kvartalsrapporten fra Transocean. I oljemarkedet var WTI-prisen i går ned USD 0.12 pr fat til USD 49.06 pr fat. I morgentimene i dag ligger prisen på USD 49.17 pr fat. Brent åpner på USD 58.82 pr fat, ned USD 1.13 pr fat i forhold til nivået ved stengetid i det norske markedet i går. Fokus i oljemarkedet kommer igjen til å være rette mot de amerikanske lagertallene. Disse legges frem rett etter stengetid i Oslo og det er ventet en ytterligere økning i råoljebeholdningene på 3.7 mill fat. Q4-rapporten fra XXL viser en topplinje på NOK 1.520 mill, identisk med vårt estimat og like under konsensus. Marginen var samtidig bedre enn ventet og EBITDA kom inn på NOK 185 mill mot vårt estimat NOK 161 mill og konsensus på NOK 167 mill. Det ser spesielt ut til at marginene i Norge og Finland lå over forventningene. Utbytteforslaget på NOK 2 pr aksje ligger over forventede NOK 0.80 pr aksje. Alt i alt en positiv rapport, og vi venter en positiv reaksjon i kursen ved åpning. Når det gjelder salget i januar melder selskapet om en vekst på 22.2% i forhold til januar 2014. I våre estimater ligger vi inne med en ventet salgsvekst på 25% for hele Q1 2015. Veksten kommer både fra eksisterende og nyetablerte butikker. Vi har en holdanbefaling på XXL med et kursmål på NOK 80 pr aksje. Norway Royal Salmon har i dag lagt frem en operasjonell EBIT for Q4 på NOK 59 mill. Her lå vi inne med forventninger om NOK 50 mill. Produksjonsvolumet for 2014 endte like over 22 tonn, og selskapet guider nå for en vekst til 55 tonn pr år innen 2020. Utbytteforslaget på NOK 1.50 pr aksje ligger over vårt estimat om NOK 1 pr aksje og vi venter en positiv reaksjon i aksjen ved åpning. Vi har en kjøpsanbefaling på Norway Royal Salmon med et kursmål på NOK 70 pr aksje. Selskap Tidspunkt Konsensus Target Før markedet 1.46 Chesapeake Før markedet 0.24 TJX Cos Før markedet 0.90 Vimpelcom Før markedet - Transocean Etter markedet 0.76 Land Nøkkeltall Norge Forbrukertillit 06.30 - Frankrike Forbrukertillit 08.45 91 Norge Ledighet 10.00 3.7% USA Boliglånssøknader 13.00 - USA Salg nye boliger 16.00 475k Våre anbefalte aksjer: - NHY - SBO - TIL - ORK - DETNOR - LSG - OCY - TOM - NAS YTD DNB: +3% YTD OSE: +6% Internasjonale børser Siste Endr. % Dow Jones 18,209 92 0.51 S&P 500 2,115 6 0.28 NASDAQ 4,968 7 0.14 Nikkei 225 18,584-20 -0.11 Euro 500 263 1 0.49 Danmark-KFX 860-3 -0.38 Finland-HEX 8,888 63 0.71 Norge-OSEBX 615 1 0.16 Sverige-SAX 546 1 0.27 Valuta/råvarer Siste I går Endr. % EUR/USD 1.135 1.134 0.11 USD/JPY 118.8 119.0 0.17 USD/NOK 7.593 7.588-0.02 EUR/NOK 8.616 8.605-0.13 Siste Endr. Endr. % CRB indeks 222-2.50-1.11 Brent sp. ($/bbl) 58.4-0.22-0.38 Brent 1m ($/bbl) 58.8-0.08-0.14 Alum. 3m ($/ton) 1,810.0 17.00 0.95 US Nat.gass 3.1 0.14 4.56 Renter Siste I går Endr. USA 10år 1.986 2.057-0.07 Tyskl. 10år 0.375 0.367 0.01 Norge 10år 1.367 1.322 0.05 USA 3m 0.262 0.262 0.00 Euro 3m 0.044 0.048 0.00 Norge 3m 1.360 1.390-0.03 DNB Markets følger markedet konstant og nå kan du følge oss på Twitter. Slik gjør vi det enda lettere for deg å forstå hva som skjer. Sjekk oss ut på twitter.com/dnbmarkets ANALYSTS Ole-Andreas Krohn Ole-Andreas.krohn@dnb.no TLF: 08940 Please see the last page for important information

DNB Markets Sentrale US-INDekser SENTRALE US-INDEKSER Endring Endring Endring Endring Gj.snittlig Siste i poeng 1 dag (%) 1 mnd.(%) hittil i år(%) est. P/E Dow Jones Industrial 18,209 92.35 0.51 3.04 2.17 16.53 S&P 500 2,115 5.82 0.28 3.10 2.75 18.86 Nasdaq Composite 4,968 7.15 0.14 4.42 4.90 30.08 Russel 2000 1,234 2.15 0.17 3.79 2.43 42.43 Amex naturgass-indeks (XNG) 749 6.89 0.93 4.15 2.94 17.35 Amex Oil Service Indeks 200-0.56-0.28 3.63-4.95 11.78 Philadelphia-børsens oljeproduksjon-indeks (XOI) 1,394 6.07 0.44 5.68 3.39 13.57 Amex farmasi-indeks (DRG) 567 0.48 0.08 3.06 6.36 24.15 Nasdaq biotech-indeks 3,507-28.01-0.79 3.88 10.37 #N/A N/A Philadelphia-børsens halvleder-indeks (SOX) 716 9.41 1.33 5.23 4.26 21.88 S&P 500 Paper & Forest Index ( PAFO) 244-2.80-1.13 4.98 5.94 0.00 NORDISKE AKSJER I USA Sluttkurs USA Endr.1 dag Volum USA Sluttkurs USA, Sluttkurs Forskjell sluttkurs (USD) (USD) hjemlig valuta hjemme USA/hjemlig Norge Frontline 2.45-0.21 2,876,868 18.60 18.60 0.00 Royal Caribbean Cruises 76.90 0.73 2,088,257 583.88 581.50 2.38 Questerre (CAD) 0.40-0.03 65,909 2.41 2.41 0.00 Statoil 19.06 0.16 2,551,139 144.72 144.70 0.02 Yara 57.04-0.66 10,843 433.09 431.30 1.79 Sverige AstraZeneca 69.32 0.02 2,076,722 582.14 585.50-3.36 Finland (EUR) Nokia 8.01-0.06 4,808,272 7.06 7.08-0.02 Danmark Novo Nordisk B 47.35-0.20 1,732,450 311.21 311.60-0.39 SAMMENLIGNBARE SELSKAPER (PEERS) BEST -1d% Peer SVAKEST -1d% Peer Furniture Brands Intern #N/A N/A EKO Diamond -8.4 SDRL Dell Inc #N/A N/A KOM Rowan -4.1 SDRL Overseas Shipholding G#N/A N/A FRO Metro -2.4 SCH Ubs #N/A N/A DNB Transocean Inc -1.9 FOE Agrium 3.5 YAR D/S Torm -1.8 ODF Furniture Brands Intern #N/A N/A EKO La Z Boy Chair Co -1.7 EKO Total 2.3 STL Comptel -1.6 EDB Industrie Natuzzi 2.2 EKO A P Moller Maersk -1.6 WWI Technip 2.2 SUB Efore -1.3 ELT CVRD 2.1 NHY Computer Sciences Co -1.3 EDB RÅVARER & SHIPPING Siste I går Endr. %1D 1W 1M 3M YTD 12M 52W H 52W L CRB indeks 222.3 222.3 0.3 0.13-7 5.6-44.6-7.7-79.3 313.3 211.3 GS råvare indeks 3,100 3,100-3.0-0.1% - 78 186-911 -133-1,860 5,214 2,856 Oil Brent Spot 58.35 58.31 0.04 0.07-0 12.46-18.61 2.59-51.29 Brent olje 1m 58.82 58.66 0.16 0.27-2 10.03-19.51 1.49-50.69 115.71 45.19 Brent olje 3m 60.48 60.35 0.13 0.22-2 9.35-18.83 1.29-48.13 114.44 47.68 WTI olje 1m 49.17 49.28-0.11-0.30-3 3.58-24.92-4.10-52.66 107.73 43.58 Flybensin 600.75 600.75-7.75-1.27-15 73.00-168.75 27.75-394.50 Naturgass US Henry Hub 3.13 3.13-0.06-2.00 0 0.16-0.93 0.13-3.10 Fyringsolje 200.3 202.9-2.6-1.3 4 36-39.2 15.6-110.2 314.6 158.9 Metals Aluminium 3m 1,810 1,810 19 1.1-8 -21-236 -43 48 2,120 1,704 Nikkel 14,350 14,350 225 1.6 110 0-2,300-800 20 21,625 13,873 Kopper 5,785 5,785 113 2.0 136 266-890 -515-1,292 7,212 5,340 Gull 1,211 1,200 10 0.9-2 -83 10 26-130 1,392 1,131 Shipping WS AG - Japan, 250 dwt 58 0 0 0 3-10 5 0 3 WS AG - USG, 250 dwt 33 33 0 0 - -5 3 0-3 Containerships index 0 0 0.0 0.0% - 0 0 0 0 0 Baltic dry index 516 516 4.0 0.78 - -204-797 -266-681 1,621 0 509 2

DNB Markets US-INTRADAG REBASERT US-INTRADAG REBASERT 104 103 102 101 100 99 98 97 96 95 OSX (Oljeservice) XOI (Oljeproduksjon) Oljepris (WTI) S&P500 Olje / Indekser Endring USA Endring Endring Endring close/close US-open/Oslo-close Oslo-close/US-close US-close/this morning WTI - -0.54 % -0.06 % -0.30 % Oljeservice -0.28 % -0.11 % -0.83 % Oljeproduksjon 0.44 % 0.18 % 0.03 %. Kilde: Bloomberg/DNB Markets 3

DNB Markets S&P 500-indekser på bransjenivå S&P 500-INDEKSER PÅ BRANSJENIVÅ 1 dag 1 mnd. 3 mnd. 1 år hittil i år est. P/E Luftfart 1.6% -3.3% 12.6% 65.3% 1.6% 10.9 Metall 1.6% 7.6% -11.3% -8.0% 1.4% 18.0 Bank 1.2% 5.5% -0.3% 8.8% -2.7% 11.7 Forsikring 0.8% 3.5% -0.2% 11.1% -1.3% 11.3 Kraft 0.7% -7.0% 2.3% 16.4% -3.1% 16.7 Bygg og anlegg 0.6% 8.9% -12.3% -22.2% -0.5% 13.1 Diversifiserte telekomtjenester 0.6% 3.1% -1.1% 7.9% 3.2% 14.1 Industrielle konglomerater 0.6% 3.8% -1.1% 8.6% 1.5% 16.7 Maskiner 0.6% 2.8% -5.1% 1.7% -0.3% 16.9 Drikkevarer 0.5% -0.3% -0.4% 20.7% 3.9% 21.9 Media 0.5% 6.2% 4.5% 14.2% 2.1% 18.3 Kjemikalier 0.4% 6.9% 4.9% 14.4% 7.0% 18.7 Kommunikasjonsutstyr 0.3% 2.9% 4.0% 12.3% 1.8% 14.4 Olje og gass 0.3% 3.3% -5.3% -5.7% 0.4% 31.7 Elektronisk utstyr og instrumenter 0.3% 7.3% 13.0% 25.2% 8.9% 17.5 Bildeler 0.3% 9.4% 4.6% 6.1% 6.0% 13.9 Internett programvare og -tjenester 0.3% -0.2% 0.0% -2.6% 0.7% 23.3 Matvarer 0.1% -0.6% 0.3% 12.6% 0.8% 19.4 Husholdningsartikler 0.1% -2.6% -1.9% 10.2% -4.1% 21.5 Farmasi 0.1% 0.3% 1.9% 16.0% 3.0% 18.1 Legemiddelindustri og bioteknologi 0.1% 2.1% 11.9% 23.3% 14.0% 18.7 Helseartikler 0.0% 3.3% 6.5% 26.3% 5.4% 19.6 Elektrisk utstyr 0.0% 5.1% -3.0% -5.5% 0.5% 15.9 Hotell og restaurant 0.0% 3.1% 3.6% 9.3% 3.9% 22.6 Programvare -0.1% -2.4% -1.1% 16.0% -1.9% 18.8 Fritidsutstyr -0.1% -0.8% -8.7% -15.7% -6.6% 17.5 Energi og relatert utstyr -0.4% 4.0% -13.8% -18.7% -0.8% 17.9 Bioteknologi -0.5% 0.9% 6.4% 26.0% 7.3% 18.3 Datamaskiner og tilbehør -0.5% 12.6% 8.7% 60.7% 13.5% 14.6 Papir- og skogprodukter -1.1% 5.0% 5.2% 17.3% 5.9% 14.8 MSCI EUROPA PÅ BRANSJENIVÅ Endring Endring Endring Endring Endring Gj.snittlig 1 dag 1 mnd. 3 mnd. 1 år hittil i år est. P/E Forsyningsselskaper 2.2% 0.9% 3.4% 11.6% 4.4% 15.09 Materialer 1.5% 10.2% 13.5% 9.8% 15.8% 16.88 Energi 1.4% 4.2% 0.5% -3.1% 10.6% 18.21 Detaljhandel 0.8% 5.2% 17.3% 15.6% 12.5% 22.02 Banker 0.7% 6.0% 4.8% 3.4% 8.5% 11.60 Drikkevarer, mat og tobakk 0.7% 1.4% 13.6% 28.7% 13.8% 20.73 Teknologisk utstyr 0.6% 4.3% 13.1% 22.5% 13.7% 20.39 Husholdningsvarer og personlige produkter 0.6% 3.9% 18.7% 23.2% 15.7% 23.10 Helsevern - utstyr og tjenester 0.5% 1.1% 11.5% 22.7% 7.9% 22.37 Forsikring 0.5% 2.1% 13.5% 19.9% 12.3% 11.69 Eiendomsselskaper 0.5% 3.7% 21.7% 33.0% 19.7% 23.55 Finansieringsselskaper 0.3% 7.5% 12.1% 8.3% 12.4% 13.43 Hotell-, underholdnings- og restaurantvirksomhet 0.3% 2.2% 17.7% 32.0% 12.1% 21.21 Transport 0.2% 4.6% 14.2% 10.7% 12.3% 15.44 Telekommunikasjon og tjenester 0.2% 1.6% 11.4% 16.6% 12.3% 20.38 Kommersielle tjenester og leveranser 0.2% 7.0% 17.2% 13.5% 15.2% 18.51 Media 0.1% 5.8% 21.6% 27.6% 17.2% 19.08 Programvare og tjenester -0.1% 7.2% 11.8% 9.9% 8.0% 18.38 Forbruksvarer og klær -0.1% 9.6% 14.4% 15.3% 14.4% 19.88 Kapitalvarer -0.1% 4.8% 12.5% 10.4% 14.2% 17.31 Mat- og apotekhandel -0.3% 4.0% 21.2% -1.6% 19.9% 17.35 Biler og komponenter -0.4% 8.9% 25.9% 22.3% 24.6% 11.41 4

DNB Markets Indekser INDEKSER DOW 30 Kurs Endring Endring Endring siste 1 dag 1 mnd 1 år HOME DEPOT INC 116.75 4.0% 10.8% 44.2% JPMORGAN CHASE & CO 60.82 2.5% 7.3% 6.6% INTEL CORP 34.41 1.9% -5.6% 39.8% CATERPILLAR INC 84.50 1.2% -1.3% -12.4% INTL BUSINESS MACHINES CO 164.83 1.2% 5.7% -10.0% GOLDMAN SACHS GROUP INC 192.22 1.0% 6.5% 17.6% VERIZON COMMUNICATIONS IN 49.22 0.9% 4.4% 6.3% GENERAL ELECTRIC CO 25.39 0.9% 3.7% 0.5% MCDONALD'S CORP 94.98 0.7% 6.1% -1.7% AMERICAN EXPRESS CO 80.86 0.7% -3.9% -10.1% COCA-COLA CO/THE 42.13 0.7% -2.7% 11.5% AT&T INC 34.05 0.6% 2.0% 5.8% DU PONT (E.I.) DE NEMOURS 77.90 0.6% 5.6% 20.0% JOHNSON & JOHNSON 100.70 0.5% -1.5% 10.5% EXXON MOBIL CORP 89.42 0.5% -1.6% -7.2% TRAVELERS COS INC/THE 107.55 0.4% 0.5% 29.0% NIKE INC -CL B 95.42 0.4% -0.8% 22.2% 3M CO 169.12 0.2% 3.1% 27.2% PROCTER & GAMBLE CO/THE 85.50 0.1% -5.1% 9.4% MERCK & CO. INC. 58.36 0.1% -6.6% 4.4% CHEVRON CORP 107.96 0.1% 1.0% -6.1% UNITED TECHNOLOGIES CORP 123.79 0.1% 3.2% 6.8% CISCO SYSTEMS INC 29.63 0.0% 5.0% 35.7% WAL-MART STORES INC 84.57 0.0% -4.5% 15.3% MICROSOFT CORP 44.09-0.1% -6.5% 17.4% PFIZER INC 34.34-0.1% 5.8% 7.7% VISA INC-CLASS A SHARES 272.47-0.2% 5.5% 20.0% BOEING CO/THE 154.38-0.2% 14.7% 21.8% WALT DISNEY CO/THE 104.67-0.3% 10.5% 30.5% UNITEDHEALTH GROUP INC 115.43-0.8% 3.1% 53.3% S&P 500-30 fra toppen S&P 500-30 fra toppen Kurs Endring Endring Endring siste 1 dag 1 uke 1 år FIRST SOLAR INC 54.70 10.2 % 28.6 % -5.7 % EXPEDITORS INTL WASH INC 47.88 5.3 % 8.1 % 22.6 % PEABODY ENERGY CORP 7.84 5.1 % 24.4 % -53.7 % HOME DEPOT INC 116.75 4.0 % 10.8 % 44.2 % FREEPORT-MCMORAN INC 21.22 3.1 % 10.3 % -35.2 % CONSOL ENERGY INC 34.34 3.0 % 13.2 % -13.2 % EXELON CORP 34.79 3.0 % -6.9 % 14.6 % CABOT OIL & GAS CORP 28.40 3.0 % -0.3 % -20.1 % COACH INC 42.95 3.0 % 14.2 % -11.0 % PULTEGROUP INC 23.24 2.9 % 12.3 % 12.4 % XILINX INC 42.48 2.9 % 8.1 % -17.5 % LENNAR CORP-A 51.21 2.8 % 17.1 % 21.2 % KLA-TENCOR CORP 66.28 2.8 % 1.6 % 26.3 % HUNTINGTON BANCSHARES IN 10.96 2.7 % 9.2 % 18.0 % RR DONNELLEY & SONS CO 18.71 2.5 % 13.5 % -0.4 % ALTERA CORP 36.80 2.5 % 7.4 % 2.5 % JPMORGAN CHASE & CO 60.82 2.5 % 7.3 % 6.6 % NOBLE ENERGY INC 49.67 2.4 % 7.3 % -27.8 % BROADCOM CORP-CL A 45.31 2.4 % 8.0 % 49.3 % WALGREENS BOOTS ALLIANC 80.39 2.3 % 6.4 % 20.1 % AVON PRODUCTS INC 8.63 2.3 % 8.1 % -44.2 % MONSTER BEVERAGE CORP 124.81 2.2 % 4.6 % 74.8 % NRG ENERGY INC 25.88 2.1 % 3.4 % -10.2 % TIME WARNER CABLE 152.24 2.1 % 5.6 % 10.1 % EQT CORP 81.76 2.0 % 8.9 % -19.2 % ALLEGHENY TECHNOLOGIES 34.21 1.9 % 25.2 % 10.2 % INTEL CORP 34.41 1.9 % -5.6 % 39.8 % BOSTON SCIENTIFIC CORP 16.62 1.9 % 12.0 % 24.1 % SOUTHWESTERN ENERGY CO 27.74 1.8% 9.4% -35.2% S&P 500-30 fra bunnen S&P 500-30 fra bunnen Kurs Endring Endring Endring siste 1 dag 1 uke 1 år DIAMOND OFFSHORE DRILLING 30.79-8.4 % -4.1 % -32.5 % WINDSTREAM HOLDINGS INC 7.86-8.4 % -4.5 % -1.6 % ENSCO PLC-CL A 26.97-5.9 % -5.9 % -49.4 % ONEOK INC 45.10-4.9 % 2.4 % -23.3 % WYNN RESORTS LTD 147.00-4.7 % 0.7 % -37.1 % NOBLE CORP PLC 17.83-4.3 % 7.9 % -34.8 % VENTAS INC 74.54-3.9 % -7.3 % 21.2 % HCP INC 42.16-3.6 % -12.4 % 12.6 % MACY'S INC 62.10-3.2 % -5.7 % 10.4 % APARTMENT INVT & MGMT CO 37.70-3.0 % -7.0 % 26.5 % KIMCO REALTY CORP 26.45-3.0 % -5.5 % 20.7 % HEALTH CARE REIT INC 76.50-2.8 % -8.1 % 32.7 % AMERICAN TOWER CORP 94.65-2.8 % -5.0 % 18.1 % AVALONBAY COMMUNITIES IN 168.90-2.6 % -5.6 % 30.7 % EQUITY RESIDENTIAL 77.98-2.5 % -2.3 % 32.6 % ST JUDE MEDICAL INC 66.91-2.4 % 3.0 % -0.8 % ESSEX PROPERTY TRUST INC 223.17-2.3 % -2.1 % 33.7 % GENERAL GROWTH PROPERT 29.10-2.3 % -6.3 % 30.1 % SEAGATE TECHNOLOGY 60.70-2.1 % -5.1 % 19.7 % MICRON TECHNOLOGY INC 30.77-2.0 % -0.6 % 26.9 % MALLINCKRODT PLC 117.82-2.0 % 10.1 % 68.4 % MACERICH CO/THE 83.19-1.9 % -6.5 % 37.4 % WESTERN DIGITAL CORP 108.97-1.9 % 2.7 % 24.1 % TRANSOCEAN LTD 15.95-1.9 % 1.8 % -63.3 % BOSTON PROPERTIES INC 138.26-1.9 % -3.1 % 27.6 % MICHAEL KORS HOLDINGS LT 68.39-1.9 % -1.4 % -31.5 % BEST BUY CO INC 38.26-1.9 % 9.3 % 51.2 % VORNADO REALTY TRUST 111.05-1.9 % -2.8 % 29.5 % SIMON PROPERTY GROUP INC 190.06-1.8 % -6.4 % 26.8 % TJX COMPANIES INC 67.16-1.8 % -0.7 % 10.1 % PROLOGIS INC 42.69-1.8 % -5.8 % 4.4 % SANDISK CORP 79.97-1.7 % 0.4 % 5.4 % Nasdaq 100-30 fra toppen Nasdaq 100-30 fra toppen Kurs Endring Endring Endring siste 1 dag 1 uke 1 år XILINX INC 42.48 2.9 % 8.1 % -17.5 % KLA-TENCOR CORP 66.28 2.8 % 1.6 % 26.3 % ALTERA CORP 36.80 2.5% 7.4% 2.5% BROADCOM CORP-CL A 45.31 2.4 % 8.0 % 49.3 % SIRIUS XM HOLDINGS INC 3.91 2.2 % 9.5 % 9.2 % MONSTER BEVERAGE CORP 124.81 2.2 % 4.6 % 74.8 % DISCOVERY COMMUNICATION 33.00 2.1 % 10.6 % -20.9 % INTEL CORP 34.41 1.9 % -5.6 % 39.8 % APPLIED MATERIALS INC 25.36 1.8 % 5.2 % 33.3 % MICROCHIP TECHNOLOGY INC 51.53 1.8 % 10.8 % 13.7 % SEARS HOLDINGS CORP 38.41 1.7 % 12.5 % 30.7 % COMCAST CORP-CLASS A 59.17 1.6 % 5.1 % 16.5 % STAPLES INC 16.82 1.4 % 0.2 % 29.4 % LINEAR TECHNOLOGY CORP 48.58 1.4 % 3.9 % 5.2 % TEXAS INSTRUMENTS INC 58.96 1.2 % 7.1 % 32.6 % C.H. ROBINSON WORLDWIDE I 73.98 1.1 % -0.2 % 41.1 % DENTSPLY INTERNATIONAL IN 52.57 1.1 % 3.3 % 16.1 % CHARTER COMMUNICATION-A 177.77 1.1 % 11.9 % 46.5 % INTUIT INC 97.38 1.1 % 8.9 % 25.9 % ANALOG DEVICES INC 59.61 1.1 % 9.4 % 17.3 % EXPRESS SCRIPTS HOLDING C 87.62 1.0 % 3.3 % 18.3 % PRICELINE GROUP INC/THE 1219.79 1.0 % 17.5 % -9.9 % NUANCE COMMUNICATIONS IN 14.02 1.0 % 1.6 % -7.9 % CITRIX SYSTEMS INC 63.65 0.9 % 4.4 % 5.6 % F5 NETWORKS INC 119.60 0.9 % 4.1 % 8.5 % PAYCHEX INC 49.97 0.9 % 3.3 % 21.1 % MAXIM INTEGRATED PRODUCT 34.77 0.9 % 3.0 % 9.1 % BAIDU INC - SPON ADR 208.06 0.8 % -10.8 % 22.3 % GOOGLE INC-CL C 536.09 0.8 % -0.7 % #VALUE! ACTIVISION BLIZZARD INC 23.54 0.7 % 14.0 % 21.0 % RENTER & VALUTA Nasdaq 100-30 fra bunnen Nasdaq 100-30 fra bunnen Kurs Endring Endring Endring siste 1 dag 1 uke 1 år WYNN RESORTS LTD 147.00-4.7% 0.7% -37.1% VODAFONE GROUP PLC-SP A 34.81-3.3% -3.1% -15.4% VIMPELCOM LTD-SPON ADR 4.81-2.8% 22.4% -52.9% SEAGATE TECHNOLOGY 60.70-2.1% -5.1% 19.7% MICRON TECHNOLOGY INC 30.77-2.0% -0.6% 26.9% WESTERN DIGITAL CORP 108.97-1.9% 2.7% 24.1% SANDISK CORP 79.97-1.7% 0.4% 5.4% TESLA MOTORS INC 204.11-1.6% 1.4% -17.7% SBA COMMUNICATIONS CORP 117.81-1.3% -0.5% 23.6% HENRY SCHEIN INC 141.39-1.1% -1.4% 18.7% REGENERON PHARMACEUTICA 420.64-1.1% 0.1% 23.8% ALEXION PHARMACEUTICALS 182.29-1.0% -0.6% -0.2% LIBERTY GLOBAL PLC-A 53.35-0.9% 14.0% 22.4% BIOGEN IDEC INC 404.89-0.9% 13.2% 16.9% SYMANTEC CORP 25.21-0.9% -5.4% 21.3% MARRIOTT INTERNATIONAL -C 82.25-0.8% 4.8% 52.7% FOSSIL GROUP INC 85.36-0.8% -14.1% -27.9% ROSS STORES INC 98.07-0.8% 3.6% 40.0% MYLAN INC 57.22-0.8% 5.5% 11.5% AMGEN INC 157.37-0.7% -1.5% 26.5% APPLE INC 132.17-0.6% 17.0% 77.2% EXPEDIA INC 94.18-0.6% 7.7% 18.5% BED BATH & BEYOND INC 76.16-0.5% -0.6% 13.4% ADOBE SYSTEMS INC 77.68-0.5% 4.9% 14.2% WHOLE FOODS MARKET INC 56.68-0.5% 6.6% 5.8% CELGENE CORP 123.18-0.5% -0.6% 49.9% FACEBOOK INC-A 78.45-0.5% 0.8% 12.3% O'REILLY AUTOMOTIVE INC 207.54-0.5% 9.2% 35.3% CERNER CORP 72.78-0.4% 8.3% 17.1% AMAZON.COM INC 378.59-0.4% 21.2% 5.7% Renter Siste I går Endr. 1W 1M 3M YTD 12M Norge - Nibor 3m 1.360 1.360 0.010-0.05 0.03-0.30-0.12-0.34 USA - Libor 3m 0.262 #N/A N/A -0.001 0.01 0.01 0.03 0.01 0.03 Euro - Euribor 3m 0.044 0.044-0.001-0.003-0.009-0.037-0.034-0.244 Norge 10 år stat 1.367 1.367 0.009 0.07 0.13-0.63-0.17-1.46 USA 10 år stat 1.986 1.980 0.006-0.09 0.19-0.27-0.19-0.72 Euro 10 år stat 0.375 0.375 0.010 0.00 0.01-0.41-0.17-1.31 Tyskland 10 år stat 0.375 0.375 0.010 0.00 0.01-0.41-0.17-1.31 Japan 10 år stat 0.342 0.377-0.035-0.07 0.11-0.11 0.01-0.25 UK 10 år stat 1.763 1.763-0.036 0.00 0.29-0.28 0.01-1.01 Valuta Siste I går Endr. 1W 1M 3M YTD 12M 52W H 52W L EUR/USD 1.135 1.134 0.001-0.004 0.011-0.112-0.075-0.239 1.399 1.110 USD/JPY 118.8 119.0-0.200-0.0 0.3 0.8-0.9 16.5 121.9 100.8 GBP/USD 1.548 1.545 0.003 0.004 0.040-0.023-0.010-0.120 1.719 1.495 USD/NOK 7.593 7.588 0.001 0.062-0.215 0.785 0.142 1.552 7.880 5.849 EUR/NOK 8.616 8.605 0.011 0.036-0.156 0.127-0.400 0.317 9.897 8.077 GBP/NOK 11.748 11.727 0.021 0.129-0.026 1.058 0.139 1.678 12.423 9.855 5

DNB Markets ETF/ETP ETF/ETP Endring Endring Endring Endring ET F N avn Kurs 1 dg. i % 5 dg. i % 1 mnd i % 1 år i % Valuta Vo lum A ksjer / Indekser Brasil EWZ 35.77 2.9 % 1.1 % -2.8 % -11.5 % USD 17534688 Latin-America 40 ILF 31.92 2.2 % 0.8 % -0.3 % -4.9 % USD 710223 Emerging M arkets EEM 40.84 1.4 % 0.6 % 0.2 % 4.8 % USD 64630530 AEX-Nederland AEXT 48.14 1.0 % 3.5 % 5.9 % 19.8 % EUR 4108 DAX DAXEX 99.85 0.9 % 3.0 % 5.4 % 15.2 % EUR 74696 Pacific ex-japan EPP 46.46 0.8 % 0.8 % 4.9 % -1.0 % USD 491382 Forsyningstjenester XLU 46.34 0.7 % 2.7 % -5.7 % 14.7 % USD 14332512 S&P Euro 350 IEV 45.39 0.6 % 1.7 % 5.9 % -6.1% USD 657072 DJIA DIA 181.91 0.5 % 0.7 % 3.1 % 12.6 % USD 4228745 CAC-40 CAC 48.485 0.5 % 2.8 % 5.2 % 10.2 % EUR 121100 FTSE 100 ISF 691 0.5 % 0.9 % 1.9 % 0.5 % GBp 3928630 Finansielle tjenester XLF 24.5 0.5 % 0.0 % 3.1 % 13.9 % USD 27586164 Japan EWJ 12.32 0.5 % 3.4 % 7.5 % 6.2 % USD 23237261 Industri XLI 58.14 0.4 % 1.6 % 3.8 % 12.7 % USD 4989250 Forbruksvarer XLP 49.91 0.3 % 0.8 % 0.5 % 19.1 % USD 4275835 TecDax TDXPEX 14.74 0.3 % 3.3 % 6.7 % 22.9 % EUR 12528 Hong Kong EWH 21.81 0.3 % -0.1% 1.2 % 10.4 % USD 1583514 Teknologi USA XLK 43.24 0.3 % 1.3 % 4.3 % 20.1 % USD 4655463 S&P 500 SPY 211.81 0.3 % 0.8 % 3.3 % 14.6 % USD 72472263 Energi XLE 80.43 0.3 % -2.3 % 4.9 % -8.3 % USD 15430683 Dow Jones Total market THRK 158.49 0.3 % 0.6 % 3.3 % 13.0 % USD 8242 Russell 2000 IWM 122.66 0.1 % 0.6 % 3.8 % 5.2 % USD 20023603 Russell 2000 Growth IWO 148.94 0.1 % 1.0 % 5.2 % 6.7 % USD 583544 S&P M idcap 400 M DY 276.34 0.1 % 1.1 % 4.5 % 11.5 % USD 1619250 Nasdaq 100 QQQ 108.6 0.1 % 1.5 % 4.2 % 20.8 % USD 19745011 Oil Service OIH 35.2-0.6 % -4.5 % 5.0 % -27.0 % USD 7141012 Bioteknologi IBB 335.15-0.8 % 2.5 % 4.0 % 22.7 % USD 1554754 Olje / Energi Naturgass NGAS 0.0825-1.1 % 5.4 % -2.1% -42.0 % USD 2141250 WTI-olje OILW 27.44 1.0 % -4.1% 7.2 % -48.5 % USD 3500 Råolje CRUD 13.045 0.9 % -4.2 % 6.8 % -48.7 % USD 559736 Bensin UGAS 31.235 0.7 % 0.6 % 16.0 % -41.3 % USD 60 Brent-olje OILB 36.14 0.6 % -2.0 % 20.0 % -48.9 % USD 22485 Fyringsolje HEAT 15.01 0.0 % -1.1 % 17.0 % -36.7 % USD 524 WTI-Oil USO 18.04-0.4 % -8.8 % 6.1 % -50.7 % USD 18216790 M etaller Sølv SLV 15.56-0.4 % -1.7 % -11.1 % -26.0 % USD 8074716 Kobber COPA 26.99 2.5 % 3.3 % 5.9 % -18.4 % USD 22740 Aluminium ALUM 3.227 2.1 % 0.9 % -0.9 % -2.1% USD 0 Bomull COTN 2.171 1.7 % 1.9 % 12.8 % -18.8 % USD 0 Nikkel NICK 15.165 1.5 % 1.7 % 0.7 % -1.8 % USD 9574 Sink ZINC 6.385 1.4 % -1.4 % -1.8 % -1.9 % USD 0 A ndre råvarer Svinekjøtt HOGS 0.7655-0.6 % 6.7 % -3.3 % -28.5 % USD 36510 Soyabønner SOYB 23.065 1.9 % 2.4 % 4.2 % -13.6 % USD 0 Soyaolje SOYO 4.283 1.3 % -1.2 % -0.8 % -25.7 % USD 0 M ais CORN 1.312 0.8 % -0.6 % -1.0 % -22.4 % USD 2011 Råoljer AIGO 16.46 0.7 % -2.0 % 13.6 % -45.2 % USD 0 Hvete WEAT 1.018 0.0 % -4.9 % -5.6 % -24.3 % USD 647453 Sukker SUGA 10.805-0.3 % -5.0 % -7.6 % -38.2 % USD 7756 Kaffe COFF 1.8365-0.4 % -6.5 % -9.0 % -25.3 % USD 14113 R åvarekurver Energi AIGE 5.8025-0.2 % -0.5 % 8.8 % -43.7 % USD 102736 Industrimetaller AIGI 11.7 2.0 % 1.6 % 2.3 % -9.3 % USD 84595 Korn AIGG 4.6985 1.0 % -0.7 % -0.5 % -20.1% USD 32000 Landbruk AIGA 5.9925 0.9 % -1.1 % -0.8 % -21.2 % USD 17010 Ex-Energi AIGX 9.4675 0.6 % -0.3 % -2.3 % -16.4 % USD 0 Råvarer AIGC 10.45 0.5 % -0.2 % 1.3 % -24.5 % USD 35189 Softs (Sukker, Kakao, Bomull) AIGS 4.6575 0.0 % -4.1% -4.2 % -28.4 % USD 4032 Edle metaller AIGP 16.55-0.6 % -1.1 % -8.6 % -16.3 % USD 85283 Buskap AIGL 3.394-1.2 % 0.0 % -2.2 % -8.7 % USD 4952 6

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