Deutsche Bank
![Deutsche Bank](/assets/img/authors/unknown.jpg)
Deutsche Bank
Coordinates: 50°6′50″N 8°40′7″E / 50.11389°N 8.66861°E / 50.11389; 8.66861...
actual evident export growth note order recent
It is important to note that the divergence between actual export growth and export order growth has become increasingly evident in recent months.
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.
massive period
There would be a massive period of uncertainty.
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.