The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Christoph Greulich - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: It's 2 questions from my side, please. So among your key messages on Slide 4, you mentioned the strong industry indicators. Could you just
summarize what are the main indicators you're looking at here? And then also, when you mentioned the early buy orders in North America, is there
anything similar in Europe that gives you signals for 2021?
Question: Christoph Greulich - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: Okay. That's great. If I could just have one other one. With regard to capacity in the industry, do you see any, let's say, material bottlenecks to meet
the strong demand in the market? And what part of the value chain? Is it more on the supply side, the manufacturing side or rather at the side of
the pool professionals that could be capacity bottlenecks?
Question: Manuel Lorente - Mirabaud Securities Limited, Research Division - Analyst
: Maybe can you narrow in a little bit the double-digit growth that you're seeing in October?
Question: Manuel Lorente - Mirabaud Securities Limited, Research Division - Analyst
: Yes. No. And I'm having a look to the Page 12 of your presentation, when you're referring that October point to double-digit sales growth. Is that
low single digit, mid-single digit, high single digit?
Question: Manuel Lorente - Mirabaud Securities Limited, Research Division - Analyst
: 15%, 1-5?
|
