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    Alastair

    Managing Director and Senior Equity Analyst at Bernstein

    Alastair Syme is a Managing Director and Senior Equity Analyst at Bernstein, specializing in global oil, gas, and energy companies. He has covered major firms such as BP, Shell, and Equinor, earning a reputation for independent industry analysis and high-quality investment insights for institutional investors. With a distinguished career spanning over two decades in equity research, including senior analyst roles at institutions like Citigroup before joining Bernstein, Alastair is recognized for his sector expertise and consistent delivery of valuable recommendations to clients. He holds key professional credentials that reflect deep sector knowledge and regularly achieves industry recognition for research excellence.

    Alastair's questions to ABBNY leadership

    Alastair's questions to ABBNY leadership • Q1 2024

    Question

    Asked a series of follow-up questions regarding a potential sales 'air pocket' in machine automation in the second half of the year, the breadth of the industrial recovery in China, and the specific drivers of strength in U.S. commercial buildings.

    Answer

    On machine automation, executives acknowledged the backlog will be mostly delivered by summer, at which point underlying demand will become clearer, but noted that orders are seeing sequential growth. On U.S. commercial real estate, the strength is broad-based across areas like hospitals and distribution centers, not just offices. The company's smart building exposure in the U.S. is relatively small.

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