Siemens' order numbers rose by 15%, which helped their revenue grow a total of 10%. They amounted to around 2.8 billion, which is slightly lower than last year. Net income increased to 1.4 billion and there are cash flows around 3 billion as well. So I think overall it's been a steady quarter for this company.
In today's show, we are discussing our thoughts about Macro numbers and the news around it. We get often questions about this so we felt that it was about time to spend a little bit more time on this to explain our thoughts.
Besides this, we discuss earnings from Ahold Delhaize, Allianz and Siemens. Last but not least, we address many of your questions.
Enjoy the pod and C U on the inside!