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%

대한민국 뉴스 뉴스

대한민국 최근 뉴스,대한민국 헤드 라인

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.

 

귀하의 의견에 감사드립니다. 귀하의 의견은 검토 후 게시됩니다.
이 소식을 빠르게 읽을 수 있도록 요약했습니다. 뉴스에 관심이 있으시면 여기에서 전문을 읽으실 수 있습니다. 더 많은 것을 읽으십시오:

 /  🏆 5. in KR

대한민국 최근 뉴스, 대한민국 헤드 라인

Similar News:다른 뉴스 소스에서 수집한 이와 유사한 뉴스 기사를 읽을 수도 있습니다.

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
출처: globeandmail - 🏆 5. / 92 더 많은 것을 읽으십시오 »