In today’s briefing:
- Few Companies Have Started to Move Yet, but Can They Raise R & D Investment to Regain Pricing Power?
Few Companies Have Started to Move Yet, but Can They Raise R & D Investment to Regain Pricing Power?
- Asset Turnover and ROA deteriorated as a result of accumulating cash on hand rather than investing. There was also insufficient R&D to create products that could have stronger pricing power.
- Conditions are ripe for investment expansion, as demand for equipment replacement is rising due to long-standing CapEx restraints, and there is no need to accumulate more cash.
- Companies are now in the stage of raising return on capital to increase reinvested cash flow from the stage of temporarily increasing earnings through price pass-through.
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