The art of adaptation: tech titans and Melexis's exceptional journey Paradigm shifts can occur within two decades, as evidenced by the leadership transition from Nokia to Apple. Sometimes, however, things remain the same, at least at first sight. Meta – also known by “older” people as Facebook –, Alphabet – formerly known as Google – and Microsoft – anything but micro and sof ...
The missing link in the global energy transition
The transition to renewable energy is a crucial component of the global climate change response. In 2022, energy supply was the primary contributor to emissions, accounting for an astounding 36% of global greenhouse gas emissions, equivalent to 20.9 gigatonnes of CO2. Transforming the energy market would therefore have the highest impact on climate change. Renewable energy sour ...
The growing challenges in the commercial real estate sector for office spaces
The recently published US inflation data, which came in lower than expected, has brought some relief to financial markets. As a result, interest rates declined while equity markets experienced a rise. The real estate sector, known for its high correlation with interest rates, greatly benefited from this trend, a pattern that has been evident over the past year. However, listed ...
Green transition in developing countries severely impacted by rising capital costs
Constructing large-scale renewable energy projects necessitates substantial capital, often leading to the need for loans. While essential, these loans introduce additional costs to the capital. Such added expenses can significantly affect projects like wind or solar parks, or grid expansions. Consequently, these costs from loans influence the overall cost of electricity. This e ...
The showdown of Cash vs. Accounting magic
Most media, analysts and investors tend to overly focus on revenue growth and associated net profits. By following their reports and responses to the publication of quarterly results it always comes down to if earnings per share (EPS) beat consensus expectations and by how many cents. Moreover, companies also need to upgrade their next quarter’s EPS guidance by a healthy margin ...
Green African pathways towards continental electrification
The Sustainable Development Goal (SDG) of the United Nations sets a blueprint to achieve a better and more sustainable future for all to be achieved by 2030. One of these goals is to ensure universal access to affordable, reliable, and modern energy services and substantially increase the share of renewable energy in the global energy mix. While Africa is in prime position for ...
Embracing the long game in turbulent markets
Source: Bloomberg, Peters Financials In times of market volatility, where fluctuating interest rates, economic instability, and geopolitical conflicts stir the pot, it's understandable for investors to experience feelings of uncertainty, doubt, and despondency. It's in these moments that the advantages of long-term investment strategies come into sharper focus, highlighting th ...
The disruptive potential of African hydrogen in the energy and chemical industry
Hydrogen gas () is mainly used in the (petro)chemical industry, with China leading the charge by consuming 23.9 million tonnes per year of the 87.2 million tonnes globally. Hydrogen can be used for the production of fertilizers, ammonia and fuel as well, having the capacity to generate heat of more than 1000°C without emitting CO2. Driven by the world’s efforts to achieve net z ...