Automakers have very little time – maybe as little as 5 years – to reposition themselves to meet today’s market needs. They need to develop an integrated EV supply chain. And they also need to follow Stellantis’ lead and go back to selling affordable cars costing €25k.
Chemicals and the Economy
Thinking ‘out of the box’ will deliver major revenue and profit growth in the New Normal world
We are living in very uncertain times. Major wars are underway in Ukraine and Middle East. And the concept of ‘Business as Usual’ is returning to the 1970s model – of disruption and military conflicts.
Smartphone decline highlights the end of the profitable BabyBoomer-led ‘middle-market’
The downturn in the global smartphone market highlights the need for companies to focus on the Value segment and Services as the Middle Market disappears. iPhones are now 49% of the booming second-hand market, allowing Apple to gain more Services revenue via its App Store.
Chemical company valuations
The prices paid for Petkim and for Lustran reflect two very different perspectives on the current market:
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