MM(mister mib)
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- 17/5/05
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ecco le attese, secondo il repor di una casa importante....
Siemens has only performed in line with the DAX since early May, and that being
driven by recent outperformance seemingly coinciding with the timing of the
Chinese revaluation - that said it certainly didnt feel like the bar had been
set high for this qtr.
*FQ3. A series of charges in comms, SBS and L&A which aren't quantified lead to
lighter EBIT and NET. FQ3 sales EUR18.75 bn is in line. Power generation was
disappointing, Medical surprised to upside, automation also strong.
*Outlook - expect FY05 to be broadly similar to FY04.
*Analyst call at 11:00 - pending more info on these charges, stock could be weak
first thing.
Siemens has only performed in line with the DAX since early May, and that being
driven by recent outperformance seemingly coinciding with the timing of the
Chinese revaluation - that said it certainly didnt feel like the bar had been
set high for this qtr.
*FQ3. A series of charges in comms, SBS and L&A which aren't quantified lead to
lighter EBIT and NET. FQ3 sales EUR18.75 bn is in line. Power generation was
disappointing, Medical surprised to upside, automation also strong.
*Outlook - expect FY05 to be broadly similar to FY04.
*Analyst call at 11:00 - pending more info on these charges, stock could be weak
first thing.
