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    John Bell

    Managing Director and Senior Equity Analyst at Deutsche Bank

    John Bell is a Managing Director and Senior Equity Analyst at Deutsche Bank, specializing in coverage of the European industrials and capital goods sector including companies such as Siemens, ABB, Schneider Electric, and Alstom. He is recognized for his incisive company-specific research and consistently accurate calls, with a TipRanks analyst ranking placing him among the top 10% of analysts in terms of success rate, which is approximately 68%, and average annualized returns exceeding 11%. Bell began his career at UBS, covering UK and pan-European equities before joining Deutsche Bank in 2013, where he has steadily advanced to his current leadership role. He holds a CFA charter, is registered with FINRA, and possesses multiple securities licenses, receiving industry recognition for his stock selection and client service.

    John Bell's questions to Amrize (AMRZ) leadership

    John Bell's questions to Amrize (AMRZ) leadership • Q2 2025

    Question

    John Bell from Deutsche Bank requested more color on the lead indicators for the European residential market recovery and asked for details on the benefits and expansion targets for the Disensa network.

    Answer

    CEO Miljan Gutovic reiterated his earlier comprehensive answer on the Disensa network, emphasizing its strategic role as a one-stop-shop to accelerate building solutions sales. On European residential markets, he noted strong signs in Eastern and Southern Europe and healthier permitting numbers in Germany, though a significant recovery there is expected more in H1 2026. He mentioned France and the UK remain soft, but the UK government has announced new funding.

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    John Bell's questions to HOLN leadership

    John Bell's questions to HOLN leadership • Q2 2025

    Question

    John Bell from Deutsche Bank requested more color on lead indicators for the European residential recovery and details on the benefits and targets for the Disensa network.

    Answer

    CEO Miljan Gutovic reiterated that the Disensa network is a strategic channel for accelerating building solutions sales. For Europe's residential market, he pointed to positive signs in Eastern and Southern Europe and healthier permitting in Germany, while France remains soft.

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    John Bell's questions to HOLN leadership • H1 2025

    Question

    John Bell from Deutsche Bank submitted questions asking for more detail on lead indicators for the European residential recovery and for information on the benefits and targets of the Disensa network.

    Answer

    CEO Miljan Gutovic noted he had already detailed the Disensa strategy, which serves as a one-stop-shop to accelerate building solutions sales. On European residential markets, he pointed to strong signs in Eastern and Southern Europe, healthier permitting in Germany (though recovery is expected more in 2026), and new government initiatives in the UK, while France remains soft.

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