Henk Potts
Henk Potts
cannot excited government increase market needs share uk
We're excited about banks, ... This is very much a consolidation story. The government has told Lloyds TSB it cannot increase market share in the UK through consolidation. It now needs to look to Europe.
demand higher inflation interest rise slow
If you are anticipating higher inflation and a rise in interest rates, it will slow down demand for resources.
certainly companies filter invest money people provide saying sign
If you have people out there saying we haven't got the money to invest in companies that's going to filter through to people who provide the infrastructure and there's no real sign of any pick-up of that certainly by the end of this year.
business costs cut difficult economic looking turn ways
It's going to be a difficult time. He (Levy) will be looking to cut costs and... the quickest ways to do that is to cut jobs... but he has got a big business to try and turn around in a very difficult economic environment.
element good lack looking looks performance profit push taking
It's been such a good performance but there looks like an element of profit taking with a lack of new momentum. We are looking for something else to push us forward.
activity believe bounce corporate dose global good healthy markets merger outlook positive profits quite strong uk
It's good to see the markets bounce back, we've got quite a positive outlook for the UK market. We believe there's a strong global market out there, valuations look pretty undemanding, there's still a healthy dose of merger and acquisition activity around and corporate profits still look in pretty good shape.
move next
The next move now I think is to the upside.
companies european good line news reducing
They are reducing capacity, so that could be good news for some European companies and pretty much in line with our models.
believe business customer looking major premium start
The most important customer for BA is the business customer, the premium customer, and what they are looking for is reliability. If they start to believe they can't get that at BA, that is a major worry.
attacks close factor feed markets maybe money terror time trying united
The markets are trying to find a floor, ... They are trying to factor in all the ramifications of the terror attacks in the United States. Maybe now is the time to feed money into the market. They're close to the bottom.
companies cup expect fully indicate offer opportunity optimistic
You'd expect most companies to be fully optimistic about what the World Cup has to offer for them and indicate that there's a big opportunity there.