Industrials
Contract obligations complicate the cash picture at CFE
CFE illustrates why investors need to read working capital and cash-flow disclosures alongside headline net cash
The research library
Industrials
Specialist manufacturers, maintenance businesses and the economics of industrial demand.
3 articles
Industrials
A Czech utility reveals the effects of a chip production slowdown
Energoaqua’s disclosures show how investment around a semiconductor customer can become exposed when the expected production does not arrive
Industrials
The maintenance economy
What an industrial backlog can—and cannot—tell us about recurring demand.