Consumers will be squeezed with higher interest rates, which is not good news for the market generally. |
Everybody thought it was a done deal on Friday, but now they are not so sure. |
In terms of disclosure, we haven't known a lot about the cost structure. |
It is all M&A fueled. The momentum is very much on the back of M&A stories, but there comes a point where things get too expensive to be taken over. |
It's a little bit of a cooling off, but a half percent isn't bad. |
Miners have been massive in the past 12 months. The commodity bull-run has been enormous. |
That obviously has an effect on anything to do with mobile phone components. It helps the whole sector generally. |
The guidance is going up and the numbers were above expectations across the board, particularly on the integration of Allied. It's pretty good news all round. |
The guidance is good, and people are happy about the numbers. |
There's been a cooling off in the U.S.. |
We are still breaking new highs, but I think we are starting to run out of steam. |