Emmanuel Soupre
Emmanuel Soupre
continue convinced materials prices raw
We're convinced that raw materials prices will continue to climb.
bids continue everybody fully investors number remain shows
We continue to be fully invested. Valuations remain reasonable. The number of bids shows investors that everybody has cash, everybody is rich.
bids expression future germany groups growth thinking
These bids are the expression of future growth for Germany companies. German groups are thinking about their future and about expanding.
companies confirmed earnings european factors global growth profit sales support
European companies are benefiting from the global economy, and this is confirmed in earnings figures. Profit and sales growth are factors of support for stocks.
terms vigilant
We'll be very vigilant in terms of earnings.
attention bit gains
Gains have been a bit quick. We have to take a pause. Investors' attention is on companies' outlooks.
activity driven economic global seeing strong
We've been seeing very strong activity in international markets, which should continue, driven by global economic growth.
companies expand industrial low market moves prices share
Companies have to expand their market share and their industrial capacities. Prices are still low so these moves are logical.
becoming china feeling growth industrial investment positive taking
Industrial investment is taking off in Europe. Growth that was once in the U.S. and China now is becoming global. The feeling is positive for stocks.
bit cautious general oil opinion people positive regarding remain
The general opinion of people is positive but they remain a little bit cautious regarding the oil price.
economic fourth given global good growth optimistic outlook quarter
The fourth quarter was a good quarter. We are optimistic given that the outlook for global economic growth is good.
company good market
The company benefited from a good market environment. It's another good set of earnings.