How the automotive supply chain crisis is leading to efficiency and investment opportunity

  • 📰 globeandmail
  • ⏱ Reading Time:
  • 37 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 18%
  • Publisher: 92%

مصر أخبار أخبار

مصر أحدث الأخبار,مصر عناوين

Investing in a phase of heavy contraction would reward investors with a long-term horizon because they would benefit when stocks ‘wildly’ outperform in the recovery stage

averaged a 40 per cent compound annual growth rate , compared to just 10 per cent for North American stock indexes.

“Even without improving the efficiency of the individual manufacturing operations themselves, there’s a balance sheet efficiency that comes from the supply constraints that is not intuitive, but is, in fact, the case,” he says. “You might be running your production line at 90 per cent of capacity one week and then the next week it could drop to zero,” he says. “The problem with that is you’re not able to flex your costs that quickly, and labour is an issue as well because if you start taking people off the line, those people might not come back.”

Mr. Johnson says supply shortfalls, particularly for electric vehicles , are also helping to offset the impact of rising interest rates on the automakers themselves.

 

شكرًا لك على تعليقك. سيتم نشر تعليقك بعد مراجعته.
لقد قمنا بتلخيص هذا الخبر حتى تتمكن من قراءته بسرعة. إذا كنت مهتمًا بالأخبار، يمكنك قراءة النص الكامل هنا. اقرأ أكثر:

 /  🏆 5. in EG

مصر أحدث الأخبار, مصر عناوين

Similar News:يمكنك أيضًا قراءة قصص إخبارية مشابهة لهذه التي قمنا بجمعها من مصادر إخبارية أخرى.

Why the investment industry’s process of creating financial plans is backwardWhen financial plans are offered after investments are made, advisors miss out on potential discoveries that can lead to the successful implantation of a client’s portfolio
مصدر: globeandmail - 🏆 5. / 92 اقرأ أكثر »