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Jennifer Baljko
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Re: Earnings season
Jennifer Baljko   4/28/2012 9:54:26 AM
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Barbara: You're right.. I think it's reflective of a spotty recovery, not just by country or technology, but more broadly across many industries. Think it will be this way, at least in Europe, for some time to come.

_hm
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Supply Network Guru
Varied results
_hm   4/28/2012 8:30:33 AM
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Do these results indicates success of some products for organization and failure of product for other divisions? Dreaming and conceptulize product of next few years or even decade is of prime importance for better earnings and continued growth.

 

WaqasAltaf
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Supply Network Guru
Re: does this represent a country's economy situation
WaqasAltaf   4/28/2012 4:05:14 AM
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@ stochastic

As we can see that revenues are growing for the companies mentioned here and this means that entities have more cash generated themselves. This indicates that reliance on debt finance is decreasing which many be good for European economy as a whole.

WaqasAltaf
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Supply Network Guru
A common factor
WaqasAltaf   4/28/2012 4:01:00 AM
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@ Jennifer

From the stats you shared, one thing I find common amongst most or all companies is that profit as a % have grown more than the revenue %. I am curious that is it an indication that supply chain problems (both backward and forward) are easing out or is it something else due to which costs are getting well fit in the pocket?

Hospice_Houngbo
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Supply Network Guru
Re: does this represent a country's economy situation
Hospice_Houngbo   4/27/2012 8:45:12 PM
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Germany is doing much better than other european countries, I think. But overall the continent is not yet recovering from the economic downturn.

stochastic excursion
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Stock Keeper
Re: does this represent a country's economy situation
stochastic excursion   4/27/2012 3:50:10 PM
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The outlook is surprisingly good considering the problems with reconciling the debt and avoiding default in the Eurozone.  It seems like the impact would be in more operating overhead, where these companies trade primarily in Euros, having a "Plan B" would entail extra expense and effort.

elctrnx_lyf
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Supply Network Guru
Re: does this represent a country's economy situation
elctrnx_lyf   4/27/2012 12:47:29 PM
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The forecast is not really positive in Europe because of the week economy at this moment. I'm not really sure about the reasons for this slow down but definitely look forward to stay on right note with investments pumping in and expects to see profits in future.

Ariella
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Supply Network Guru
Re: does this represent a country's economy situation
Ariella   4/27/2012 12:46:43 PM
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I'm wondering about this. Certainly, certain European countries must be doing better than others. Would we get a clearer picture of the economic reality by not lumping all those countries together?

tech4people
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Supply Network Guru
Re: does this represent a country's economy situation
tech4people   4/27/2012 12:16:31 PM
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Himanshu,

I am not sure it is only to do with Economic Strength of the Home economies.

After all,both Siemens and Phillips make a strong majority of their sales overseas(and in particular outside the Eurozone).

My bet is rather it has everything to do with the Business you are in and the Currency in which your Sales are represented.

STM suffers predominantly because they are based in Switzerland and the Swiss have by far the strongest currency in the last one year.

ARM on the other hand benefits the most from a Booming Mobile sales market globally.

I am sure,if you look at some Electronics manufacturers based in America,you would also get good numbers because of the Weak Dollar.

Regards

Ashish.

Jay_Bond
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Supply Network Guru
Re: Economy
Jay_Bond   4/27/2012 7:03:11 AM
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@Bolaji, I was wondering the same thing. I know my companies sales and profits for Europe are down, and that is considered the weak point in the globe at the moment. I understand that some companies are still posting excellent quarters, but it also makes you wonder could these numbers actually be better if this European crisis wasn't going on.

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