In this podcast [min 24], Insightview has interviewed Jacob Pedersen, CFA, Head of Equity Research at Sydbank, and asked him what he sees of anecdotal evidence from the corporate sector when it comes to global supply chain disruptions.
We start with the profit warning from Vestas, a wind turbine manufacturer, which Jacob describes as the perfect storm for the company. That said, even though Danish companies see significant headwinds from global supply chain disruptions, there are no signs yet of significant labour shortage problems, according to Jacob. In fact, Jacob does not see the same capacity problems in Europe as in the United States, so far. Jacob Pedersen regularly appears as a commentator in the Danish media.
Music: Melodyloops, 'Technology Park' – by MediaM
