12 Quotes by Rolf Elgeti

The valuations are still not a problem, earnings remain strong, M&A is still in the picture, interest rates in Europe are still not a threat, and this should help markets go higher.

They may not have the pricing power that other companies have and the margins are under pressure even though the volumes are quite all right. I am much happier with the software side of things, which seem in a stronger position to benefit from the investment cycle.

The market has been quite optimistic on those (companies) as they expect them to have done better than they originally thought.