RE:RE:RE:RE:RE:What Goes OnIf a competitor is willing to accept a substandard ROI, that also lowers the ROI of everyone else. I'm thinking the investors in this industry would be better off with 2-3 players instead of 4-5, but until that changes, you'll see excess competition at times.
An OEM already said they're seeing supply chain tightening and inflation. If you dispute that, you'll need to show a lot of support for your position. Does this mean imminent doom? Doubt it. But investors like myself look ahead. Perhaps it will be harder to meet deliveries and margins next year. At a minimum, the risk of negative surprise went up, even if only a little.