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CIRA Jahreskonferenz 2017: Megatrend Digitalisierung aus Investorensicht Wien, am 17. Oktober 2017
CIRA Jahreskonferenz 2017:
Megatrend Digitalisierung aus Investorensicht
Wien, am 17. Oktober 2017
Investorensicht
Ausgangspunkt für Investoren
l „We will not invest in any business unless they have a credible and convincing digital strategy.“ (Landsdowne Partners, 2013)
l „The depth of digitalisation is not only transforming the way people communicate and interact but will also impact the way most things are manufactured.“ (Credit Suisse Research, 2017)
l „Cutting-edge digital technology is at the forefront of the drive to make industry more efficient and sustainable. Developments in robotics, artifical intelligence, and the mass digitalisation of commerce and communities (internet of things) ... are resulting in smarter use of energy and water as well as lower levels of pollution.“ (Jupiter Asset Management, 2017)
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Investorensicht
Potentielle Gewinner der Digitalisierung
l „Digitalisation should benefit companies that use digital innovation to disrupt existing business models or to build entirely new business cases.“ (Credit Suisse Research, 2017)
l Three main categories of beneficiaries:l 1) Internet platform (IP) companies that are already well
entrenched in the business;l 2) IT enablers that provide critical IT services such as cyber
security; andl 3) non-IT innovators that build new business models or transform
existing ones through digital innovation
l „New business opportunities are emerging while traditional markets are being challenged in almost all sectors ...“
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Investorensicht
Verständnis der Investoren
l „Industry 4.0“: cloud computing, the industrial internet of things and factory automation
l transforming the way goods are being manufactured and soldl creating cost savings and productivity gains
l Artifical intelligence, big data and virtual reality
l Extensive collection, analysis and processing of data
l Transformation of corporate culture (Innovation Labs, Accelerator programmes, FinTech roundtables, etc.)
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Investorensicht
Erwartung an Unternehmen
l Transformation des Geschäftsmodells
l Überlebensfähigkeit („disruptive technologies“)
l Klare Zielsetzung, Kommunikation, strategisches Kalkül
l Signifikante Kosteneinsparung, beschleunigte Transaktion
l Schaffung eines „digitalen Ecosystems“ (Internet Plattform zur Verbindung von Kunden und relevanten Dienstleistungen)
l Nachhaltig und umweltschonend
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Investorensicht
Bewertungskriterien (quantifizierbar)
l % Anstieg von e-commerce am Gesamtumsatz, digitale Vertriebsnetzwerke, „Gewinnstabilisierung“ (Siemens)
l Medienkommunikation, Marketing, soziale Netzwerke
l Effizienzsteigerung, Kostensenkung, Produktivitätsschub
l Geringerer Verbrauch an Energie und Wasser, weniger Umweltverschmutzung
l Innovative Lösungen zur Knappheit von Ressourcen, Infrastrukturentwicklung und demographische Veränderungen
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Fallbeispiel 1
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Fallbeispiel 2
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Fallbeispiel 3
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Fallbeispiel 3
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Ausblick
Ambitionen und Visionen
l „Digitalisation affords us a rapidity which has become a strategic necessity, since tomorrow, it won‘t be the big companies that swallow up the small ones but the fast businesses that outdo the competition.“(Omerin Group, 2017)
l „We aim to become a risk-knowledge company ... pioneering research into behavioural economics and the digitalisation of insurance, boosting the services it could offer clients.“ (Swiss Re, 2017)
l „We are entering a phase where traditional companies, who are present in the physical world, begin to exploit digital ways of working to help develop their business.“ (Jim Hagemann Snabe, Chairman of Maersk and Siemens, formerly SAP)
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Strategic Advisory. Capital Markets. Investor Relations
Kirkow Consulting GmbH & Co KG
Tel: +43 664 5426098E-mail: [email protected]: www.kirkow-consulting.com
