On the back of the Electrification Day, we are much more confident on the integration of GEIS. ABB provided a very high level of detail compared to previous events. The operating margin corridor of 15-19% was reaffirmed for next year. On the other hand, we remain a bit more cautious on the pricing power aspect that should remain weak in the early days at least.
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Electrification Investor Day : seems to be on the right track
- Published:
06 Dec 2019 -
Author:
Luis Pereira -
Pages:
3
On the back of the Electrification Day, we are much more confident on the integration of GEIS. ABB provided a very high level of detail compared to previous events. The operating margin corridor of 15-19% was reaffirmed for next year. On the other hand, we remain a bit more cautious on the pricing power aspect that should remain weak in the early days at least.