Edmund Shing
Edmund Shing
effect helps mobile obviously phone sector
That obviously has an effect on anything to do with mobile phone components. It helps the whole sector generally.
deal everybody
Everybody thought it was a done deal on Friday, but now they are not so sure.
consumers good higher interest market news squeezed
Consumers will be squeezed with higher interest rates, which is not good news for the market generally.
breaking run starting
We are still breaking new highs, but I think we are starting to run out of steam.
commodity massive miners past
Miners have been massive in the past 12 months. The commodity bull-run has been enormous.
bit cooling half percent
It's a little bit of a cooling off, but a half percent isn't bad.
expensive momentum point taken
It is all M&A fueled. The momentum is very much on the back of M&A stories, but there comes a point where things get too expensive to be taken over.
cooling
There's been a cooling off in the U.S..
cost known terms
In terms of disclosure, we haven't known a lot about the cost structure.
guidance happy people
The guidance is good, and people are happy about the numbers.
above across good guidance news numbers
The guidance is going up and the numbers were above expectations across the board, particularly on the integration of Allied. It's pretty good news all round.