Karim Bertoni
Karim Bertoni
Karim Bertoni quotes about
additional costs forecasts growth hurting management orders sales second slower year
Management forecasts of slower growth in sales and orders in the second part of the year are hurting the stock. There are also additional restructuring costs that weren't expected.
clients cut following prefer short term
Following the acquisition, Reebok's clients have to get used to a different company, and so in the short term they may prefer to cut their orders.
boost costs investment possible revenue technology
This is very much at the start-up phase, where investment costs are more significant than revenue. In the long term, it may be possible to boost revenue once the technology improves.
above banking businesses continue equity good liked performance quarter retail reverse trend
I pretty much liked everything about these results. They were above expectations. The good performance of businesses such as retail banking and equity derivatives doesn't reverse that quickly, so the trend should continue in the first quarter at least.