Lighting; a hunting ground for investors(PPT)

摘要

Complexity of the industry and differing rates of change lead to a wide disparity of knowledge amongst investors regarding growth and potential returns along the value chain The divergence of investor opinion has created overvalued and under valued situations in the public markets, hence opportunity Shifts in the industry structure leave to door open for new entrants to develop new business and take share from long established incumbents Three things to consider when listening to the upcoming speakers What value proposition being offered for customers Where is the sustainable competitive advantage Level of market access