Deutsche Bank
Deutsche Bank
Coordinates: 50°6′50″N 8°40′7″E / 50.11389°N 8.66861°E / 50.11389; 8.66861...
asia believe demand despite elsewhere evidence growth higher oil relative somewhat
Oil demand elsewhere in Asia has slowed somewhat relative to 2004, but is still growing. Despite some evidence that demand growth has been impacted by higher prices, we believe this is temporarily moderating demand.
believe demand gas head high natural oil products strong
We believe demand could be very strong for oil products as we head into winter, because of high natural gas prices.
although believe bring deal door left open politely satellite
Although Thales politely left the door open to a subsequent deal with EADS, which could bring Thales to its satellite business, we believe this is unlikely.
believe close discount percent price target
We believe the 21 percent discount to our target price should close through 2006.
aggressive believe evaluation levels likely near present price recent share
We believe the company's share price is likely to consolidate near present levels as it absorbs its recent aggressive evaluation rating.
expect fueled solid strong subscriber
Once again, we expect a very solid quarter, fueled by strong subscriber growth.
attractive entry opportunity price recent share weakness
After the recent share price weakness we see an attractive entry opportunity now.
price profits share strong
Take profits after a very strong share price run.
profit
Excluding this, pretax profit should be up 9 percent.
business emerging expect fight form hard higher lower maintain margins markets pay price proportion share
We expect the emerging markets to form a higher proportion of Ericsson's business in 2006 and Ericsson will have to fight hard in these markets and pay the price of lower margins to maintain its market share lead.
again against capital flows fortuitous gold leg moving price prove providing trends
We find that capital flows trends are once again moving against the dollar, which could prove fortuitous in providing yet another leg to this gold price rally.
buying clearly directors five million month past positive pounds shares spent total
Five of the directors have spent a total of 1.1 million pounds buying shares in the past month ... so they clearly feel some positive things are happening.
barrel barrels clearly doubles per price proven recent strategic
At $41.29 per proven barrel and $111 per 1,000 barrels a day production, the price more than doubles recent deals. Clearly this is a strategic move.
massive period
There would be a massive period of uncertainty.