Deutsche Bank
Deutsche Bank
Coordinates: 50°6′50″N 8°40′7″E / 50.11389°N 8.66861°E / 50.11389; 8.66861...
british companies energy european exposed power wholesale
Companies exposed to European wholesale power prices, especially British Energy and E.ON, should benefit.
economy economy-and-economics global high impact major oil prices
High oil prices and their impact on the global economy are a major risk.
control costs earnings good grab gross margin material mix needs operating possible product revenue seen shifted since small towards
This will grab attention, particularly since having seen very good control of operating costs by SAP. This needs clarification since small shifts in gross margin are material to earnings -- it is possible the mix of product revenue has shifted towards reselling during the quarter.