that's one thing where societe generale hasn't worried about pivoting. they are very diversified, almost to a fault. perhaps investors were looking for more. >> you hit it straight on. the financial work has been spot on. they're moving towards financing and advisory giving more predictable performance there. they've been moving in that direction. the investors were expecting some announcement of disposals. they were expecting that. we didn't get any elements of that. we know for the past couple of months they've moved away from four african countries where they've been active in the past. no more. there's been some remove vals of their assets. so as you were saying, certain investors will be waiting for more information. >> whenever you have these capital markets, it is an opportunity for the ceo to spell out what they're going to do to increase profitability and return to shareholders. i think on both of those we can get into a bit more detail on the numbers. they were not that ambitious. you're looking at revenue growth potential 0 to 2% which is basi

the head of asia equity strategy at societe generale.ine, and these apple supplies with movement. >> we are looking at a mixed date with trading underway, and japan gets more than 30% of its revenue from apple, but these stocks are in focus because we are seeing iphone shipment delays growing, a signal to us of high demand for the units, but the u.s. and china sea delays until november for promax models and some users have had issues with ordering new models. the iphone 15 model is becoming available for preorder on friday or last friday rather in more than 40 countries that were introduced at an event last week. the price tag starts at near 1200 u.s. dollars. that is the state of play as we get japan back online for a public holiday, mixed fortunes here, on its biggest supplies for apple on the nikkei. let's change on, another group of stocks in focus, we saw these energy names leading on the index yesterday and we see that further advancing for some of the biggest energy companies in a ship. you can see asia and brent crude just online

head of research and chief economist at societe generale. at the health and consumer sector. check our exclusive with the ceo of yum china at 11:30 in sydney. this is bloomberg. ♪ is it possible to fall in love with your home... ...before you even step inside? ♪ discover the magnolia home james hardie collection. available now in siding colors, styles and textures. curated by joanna gaines. was also the first time you heard of a town named dinosaur, colorado. we just got an order from dinosaur, colorado. start an easy to build, powerful website for free with a partner that always puts you first. start for free at godaddy.com shery: it was an exciting debut for arm was -- which surged 25%. this is a boost for softbank. the ceo has spoken to us in new york and says the company is confident it can sustain growth. >> ai is everywhere. if it's your edge device, like the assistant, or alexa, or euratom his vehicle, that is all ai. we're seeing it in the cloud and data center. nvidia announcing their newest products that is based on arm. arm is eve