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    Eric Lemarié

    Senior Equity Analyst at CIC Market Solutions

    Eric Lemarié is a Senior Equity Analyst at CIC Market Solutions specializing in covering major European industrials and infrastructure companies, including Getlink and Schneider Electric. He has been recognized for his expertise in generating actionable investment recommendations, maintaining a consistent Buy stance on key names like Getlink and regularly contributing consensus forecasts for blue-chip stocks such as Schneider Electric. Lemarié has built his career at CIC Market Solutions, where he has been an integral part of the equity research team for several years, shaping investment strategies in sectors closely linked to transportation and energy infrastructure. While his formal credentials and external rankings are not publicly disclosed, his research is frequently cited in investor materials from leading European firms and widely referenced in market intelligence platforms.

    Eric Lemarié's questions to ABBNY leadership

    Eric Lemarié's questions to ABBNY leadership • Q1 2025

    Question

    Eric Lemarié of CIC Market Solutions asked if the U.S. reshoring trend, potentially accelerated by Trump administration policies, is driving an observable increase in demand for ABB's automation solutions.

    Answer

    CEO Morten Wierod noted that reshoring has been an ongoing trend for several years, driven by risk mitigation and a desire to be closer to customers. He agreed that such policies would likely drive more investment in U.S. manufacturing, which is positive for automation, but cautioned that the larger question is the overall impact on the global economy.

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    Eric Lemarié's questions to ABBN.SW leadership

    Eric Lemarié's questions to ABBN.SW leadership • Q1 2025

    Question

    Eric Lemarié of CIC Market Solutions asked about the impact of U.S. reshoring on the automation business and whether a potential Trump administration could accelerate this trend.

    Answer

    CEO Morten Wierod described reshoring as an ongoing, multi-year trend driven by risk mitigation and a desire to be closer to customers. He agreed that policies favoring local manufacturing would likely drive more investment in the U.S., but cautioned that the broader impact on the global economy remains a key question mark.

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    Eric Lemarié's questions to ABB (ABLZF) leadership

    Eric Lemarié's questions to ABB (ABLZF) leadership • Q1 2025

    Question

    Eric Lemarié of CIC Market Solutions asked if potential U.S. administration policies favoring reshoring and reducing immigration could accelerate automation demand, and whether ABB's local teams are observing increased optimism on this front.

    Answer

    CEO Morten Wierod noted that reshoring has been a multi-year trend driven by a desire to be closer to customers, a lesson reinforced by the pandemic. He agreed that policies encouraging local manufacturing would drive more U.S. investment, which benefits ABB. However, he cautioned that the main uncertainty is the broader impact such policies might have on the global economy.

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    Eric Lemarié's questions to COMPAGNIE DE SAINT GOBAIN (CODYY) leadership

    Eric Lemarié's questions to COMPAGNIE DE SAINT GOBAIN (CODYY) leadership • H1 2019

    Question

    Eric Lemarié from Bryan Garnier asked for an explanation as to why Saint-Gobain is not experiencing the reported slowdown in the French new housing market.

    Answer

    CEO Pierre-André de Chalendar and COO Benoit Bazin explained that their on-the-ground results suggest the overall French construction market is stronger than official statistics indicate, particularly in renovation. They noted a lag between housing permit data and actual activity. Furthermore, they stated that Saint-Gobain is outperforming the market by gaining new customers in its distribution business.

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