Don’t See Clouds on Horizon, Says ABB’s Voser

The transcript discusses industry-specific slowdowns, particularly in robotics and automotive sectors, and the overall economic outlook. It highlights ABB's strategic planning, including building a new robotics factory in China and focusing on renewable energy and electric mobility. The company is reviewing its portfolio, selling non-core assets, and investing in growth areas. Leadership transition is also discussed, with a focus on improving operational performance and strategic execution.

Which industries experienced a pronounced slowdown according to the transcript?

• Healthcare and Pharmaceuticals

• Textiles and Apparel

• Food and Beverage

• Robotics and Automotive

What strategic move is ABB making to counter the economic slowdown?

• Exiting the automotive market

• Increasing product prices

• Building a new robotics factory in China

• Reducing workforce

What percentage of ABB's revenues is related to renewable energy and electric vehicle infrastructure?

• 30%

• 45%

• 60%

• 75%

What is ABB's approach to its portfolio review?

• Balancing asset sales with strategic acquisitions

• Only selling non-core assets

• Halting all portfolio changes

• Focusing solely on acquisitions

What is the primary goal for the new CEO of ABB?

• Increase marketing budget

• Enhance operational performance

• Reduce product lines

• Expand into new markets

What is the expected stock price target mentioned in the transcript?

• 40 francs

• 35 francs

• 30 francs

• 25 francs

What is ABB's strategic focus to increase company value?

• Reducing operational costs

• Investing in new technologies and digitalization

• Expanding into the fashion industry

• Focusing on traditional manufacturing