The BDS segment growth at 17% is realy impresive despite the engineering weaknes. Markets often overlook the FX headwins when evaluating quarterly results, but that 19% decline in enginering seems more concerning for long term growth. Do you think managements strategy to prioritize HVS is the right move given the margin profile?
The BDS segment growth at 17% is realy impresive despite the engineering weaknes. Markets often overlook the FX headwins when evaluating quarterly results, but that 19% decline in enginering seems more concerning for long term growth. Do you think managements strategy to prioritize HVS is the right move given the margin profile?
100%, they should be all in on HVS. Obviously I am expecting an engineering recovery, but it's not something critical for the LT