Henk Potts
Henk Potts
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.
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.
standard vulnerable
Standard and Chartered could be vulnerable to a takeover.
agreement america announce believe buyers cut economy expected help shell strong
OPEC is expected to announce it will not cut production. We believe they have an agreement with America that it will help the U.S. economy to recover. We are buyers of Shell and BP. They have strong visibility.
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.
announce cut expected
OPEC is expected to announce it will not cut production,
move next
The next move now I think is to the upside.
certainly flexible law longer opportunity provides
It is certainly an opportunity for them to make more money. Longer term, the new law provides a more flexible environment.
gateway good profit provides standard vulnerable
Standard and Chartered could be vulnerable to a takeover. Two thirds of its profit is in Asia, and it provides a good gateway into fast-growing economies.
customers hit million obviously people perceived pounds takes talking terms
Financially people are talking 10 million pounds a day in the short-term, but obviously longer-term there's the hit it takes in terms of customers and how it's perceived by clients.
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.
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.
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.
awful bring cash certainly hard help money mouth pole prepared puts saga talk time
There has been an awful lot of talk and an awful lot of speculation but this is the first time that one of the suitors has been prepared to put hard cash down and put its money where its mouth is. This could help bring this long-running saga to an end and it certainly puts the Nasdaq in pole position.