Predicts e-commerce market size and penetration, key for businesses and investors to gauge future e-commerce trends and opportunities.

Evaluates e-commerce's influence on its sub-sectors, essential for strategic planning and understanding market dynamics.

Discussing the successful increase in rural e-commerce due to service centers and partnerships, this slide presents a case study on expanding digital comfort and online purchasing within rural communities in China.

The slide illustrates the different value pools in the e-mobility ecosystem, focusing on the charging and battery value chains. It identifies various stages like energy provisioning, site ownership, and battery production as areas for potential value capture.

Describes factors influencing the development of the E-mobility ecosystem, including regulatory and financial aspects critical for sustained adoption of electric vehicles.

The slide highlights the low recycling rates for e-waste compared to other materials, using survey data to emphasize the need for better recycling practices for electronics.

Identifies key factors contributing to the successful implementation of End-to-End processes in GBS organizations.

The slide compares EAF steel production trends across the US, EU, and China, emphasizing carbon savings from EAF over BOF. It outlines government policies and Befesa's market share strategies, highlighting environmental drivers and future expansion.

Projects global steel production shift from BOF to EAF through 2030, driven by sustainability. Emphasizes lower CO₂ output and energy/material savings per ton via EAF, predicting growth in EAF steel and associated market.

This slide visualizes projected EAF steel production increases across the US, EU, and China through 2030. It emphasizes decarbonization as a key driver and forecasts significant shifts in market share, especially in China.

The slide compares EAF steel production growth by region (US, EU, China) and links it to Befesa’s strategic approach. It highlights carbon savings and regional market share strategy, with a focus on decarbonization trends and recycling capacity.

Repeats slide 18031 content, summarizing EAF production trends in the US, EU, and China, with a focus on carbon reduction benefits and Befesa’s regional strategic responses to policy and demand shifts.

Projects significant growth in electric arc furnace (EAF) steel production in the US, EU, and China driven by decarbonization goals. China's EAF share expected to double by 2030.

This slide maps and lists planned EAF steel capacity expansions in North America through 2030, highlighting investments by major steelmakers. It ties into Befesa’s positioning with their US plants and notes total Capex of $15B and 19 Mt of new capacity.

Focuses on EAFD growth and market share in the US through 2030. It outlines Befesa’s strategic projects, including zinc refining and Palmerton refurbishment, with low-risk high-return investments (€110–120m) aimed at capacity and efficiency improvement.

The slide identifies the primary buyers in the EAM consolidation market, including banks, asset managers, and others.

The table wraps up bank-level CET1 depletion analysis, highlighting best-performing institutions like Länsförsäkringar Bank and Caixa Geral. Compares 2023 to 2021 values and shows quadrant rankings. Reinforces disparities in stress resilience across EU banks.

This slide presents a detailed breakdown of EBA stress test impacts, highlighting corporate SME and retail assets secured by real estate as the most sensitive categories. It evaluates exposures and risk multipliers across stages and asset classes, emphasizing cost of risk and provision coverage. The structure supports a comparative view of risk metrics under adverse scenarios.

This slide summarizes the key findings from the 2023 EBA stress test. It outlines capital depletion impacts, banks’ resilience, country-specific insights, and upcoming stress test initiatives like cyber and climate stress. Emphasis is placed on capital flexibility and potential for dividends and buybacks.

Communicates expected EBIT growth due to ongoing initiatives. The chart shows a material increase in EBIT targets for 2025 and 2026, emphasizing strategy execution effectiveness and operational uplift.

Compares supplier profitability across global regions from 2010 to 2017e. China and NAFTA regions show higher margins despite challenges, with commentary on competitive dynamics, restructuring effects, and customer mix advantages.

Provides financial projections indicating that EBIT is expected to more than double from 2025 to 2026, while the return on invested capital (ROIC) is projected to exceed 15% by 2026. Indicates confidence in strategic initiatives.

Demonstrates that stagnating volume growth will challenge supplier profitability, making traditional margin offsets ineffective.

The slide analyzes the financial impact on the personal luxury goods market over three years, highlighting a significant drop in 2020 with partial recovery expected in 2021. It also provides strategic insights into cost management and investment focus areas like digital marketing and operational expenditures to mitigate financial impacts.

Highlights declining EBIT in personal luxury goods (from 21% in 2019 to 18–19% in 2024E) due to pressured margins, marketing spend, rising OpEx, and reduced CapEx. Beauty brands are outperforming others. Points to expected continued pressure into 2025.

Details the adjusted EBIT and margin trend over five years, with margin improving to 8.2% in H1/2024. Drivers include efficiency measures, revenue mix favoring consumables, and currency effects. Notes scale challenges and improvement potential in systems business.

The slide illustrates growth acceleration in revenue and EBIT due to strategic shifts. The bar chart compares FY10–20 vs FY21–23 performance. A stylized chart shows market opportunities such as fraud prevention and consumer empowerment.

The slide contrasts margin trends across fashion segments. Non-luxury EBITA margins rise due to cost-cutting and operational gains, while luxury margins decline despite remaining above average. Companies like Inditex and Levi's drive improvement.

Demonstrates potential EBITDA margin erosion for hyper/supermarkets under current trends. Even high-performing companies could fall below sustainability thresholds unless new efficiencies are found. Renewal CAPEX adds further financial strain.

Quantifies potential downside to EBITDA if current trends continue without mitigation. Segments macroeconomic vs industry dynamics and provides projected ranges per trend. Total potential impact: -2.7pp to -0.2pp EBITDA.