Workflow
We’re doomed, now what?
理特咨询· 2024-06-27 00:52
2024 We're doomed now what? Finding the way through climate change adaptation technologies in an uncertain future and ittij .a яυнтя | --- | --- | --- | --- | |-------|---------------------|-------------------------|-------| | | | | | | | | | | | | "Mankind war | | | | | born on Earth. | | | | | It war never | | | | | meant to die here." | | | | | | - Cooper, Inter.rtellar | | We're doomed, now what? Finding the way through climate change adaptation technologier in an uncertain future T 90939 \ Zoe Huczok, ...
Enterprise maturity model for Microsoft business applications in FS
凯捷研究院· 2024-06-27 00:37
Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - Financial services organizations are increasingly focusing on customer centricity, cost reduction, and improved efficiency, leading to a shift in how enterprise business applications are implemented [2][4] - Microsoft Business Applications, including Power Platform and Dynamics 365, are enabling rapid development and digital transformation in financial services [2][3] - The adoption of Microsoft Business Applications is driven by their integration capabilities, customization, and cost-effectiveness, which help enterprises achieve operational excellence [10][20] Summary by Sections Microsoft Business Applications Landscape in the Financial Services Industry - The financial services industry is leveraging Microsoft Business Applications to enhance customer engagement and streamline operations [3][14] - Enterprises are prioritizing seamless integration, customization, and reliability when choosing Microsoft Business Applications [15][16] Enterprise Maturity Model for Microsoft Business Applications - The report presents an enterprise maturity model categorizing firms as best-in-class, intermediate, and basic based on their use of Microsoft Business Applications [34][41] - Best-in-class enterprises achieve significantly better strategic, operational, and financial outcomes compared to others, with a 1.5 times higher satisfaction rate [36][41] Recommendations for Enterprises to Become Best-in-Class - Enterprises are advised to counter user adoption challenges through internal enablement strategies and to leverage the broader Microsoft ecosystem for cost benefits [43][44] - Establishing a transformation-led culture and leveraging external talent are crucial for enterprises aiming to enhance their strategic and operational impact [46][44] Conclusion - The widespread adoption of Microsoft Business Applications in the financial services sector is driven by competitive pricing and scalability, with best-in-class enterprises overcoming challenges to achieve significant impacts [49][50]
Compare Redline - Initial Draft Template Concession Contract - Front End Clean - 20.07.23 and June 2024 Update
Investment Rating - The report does not provide a specific investment rating for the industry. Core Insights - The Concession Contract is designed to facilitate the provision of public electric vehicle (EV) charging infrastructure, with the Concessionaire responsible for the Installation Works and Services as specified in the contract [6][22]. - The Authority will provide a Capital Grant to the Concessionaire, which may be adjusted based on project requirements [24]. - The contract includes a KPI Framework to evaluate the performance of the Concessionaire, with penalties for KPI Failures and provisions for Relief and Compensation Events [35][36]. Summary by Sections Definitions and Interpretation - Key terms such as "Concessionaire," "Authority," "Existing Equipment," and "New Equipment" are defined to clarify roles and responsibilities within the contract [11][17]. Concession Period - The Concession Contract will be effective from the Commencement Date and will continue until the expiry of the Concession Period or termination due to specific events [22]. Funding - The Concessionaire is responsible for funding the Installation Works and Services, with the Authority providing a Capital Grant subject to terms outlined in the contract [24]. Equipment - The Authority warrants ownership of the Existing Equipment but does not guarantee its condition [25]. Installation Works - The Concessionaire must carry out Installation Works in accordance with the agreed proposal and necessary consents [26]. Services - The Concessionaire is required to perform Services as specified in the contract, adhering to the KPI Framework [29]. Tariffs - Tariffs for the use of the Equipment will be established for the first year and adjusted in subsequent years based on the contract terms [30]. Concession Fees - The Concessionaire will pay a Concession Fee and a Revenue Share to the Authority as part of the contract [31]. Records, Monitoring, and Review - The Concessionaire must maintain accurate records and provide monthly reports to the Authority for monitoring purposes [32]. KPI Framework and Relief Events - The contract outlines the process for handling KPI Failures, including the application of Service Credits and the conditions under which Relief Events may be claimed [35][36].
June 2024 Update - Template Concession Contract - Front End
Investment Rating - The report does not provide a specific investment rating for the public EV charging infrastructure industry. Core Insights - The Concession Contract is designed to facilitate the provision of public EV charging services, with the Authority granting the Concessionaire the right to exploit these services in exchange for a Concession Fee and Revenue Share [14][41]. - The Concessionaire is responsible for funding all elements of the Installation Works and Services, with the Authority providing a Capital Grant subject to certain conditions [34][3]. - The contract includes a comprehensive KPI Framework to ensure service quality, with penalties for failures and provisions for relief and compensation events [46][12]. Summary by Sections Concession Period - The Concession Contract will commence on the Commencement Date and will remain in effect until the earliest of specified termination events [32][33]. Funding - The Authority will pay a Capital Grant to the Concessionaire, which may be adjusted based on project needs [34][3]. Equipment - The Authority guarantees title to Existing Equipment, which will transfer to the Concessionaire on the Handover Date [35][4]. Installation Works - The Concessionaire must carry out Installation Works in compliance with Necessary Consents and as specified in the contract [37][6]. Services - The Concessionaire is required to provide services in accordance with the KPI Framework and necessary consents [40][8]. Tariffs - Tariffs for the first year of the Concession Period will be set, with subsequent years determined by a specified process [40][9]. Concession Fees - The Concessionaire will pay a Concession Fee and a Revenue Share to the Authority as detailed in the contract [41][10]. Records, Monitoring, and Review - The Concessionaire must maintain accurate records and provide monthly reports to the Authority [43][11]. KPI Framework - The KPI Framework outlines standards for service delivery, with penalties for failures and provisions for relief events [46][12].
EVIF Tariff Review Protocol - Draft - June 2024.
Investment Rating - The report does not explicitly state an investment rating for the industry or specific companies involved in the electric vehicle charging sector. Core Insights - The tariff regime for electric vehicle charging will apply uniformly to all charge points of the same charging speed during the contract term, with specific provisions for tariff increases [1]. - Any increase in current tariffs must not exceed the average cost published by RAC Charge Watch or an agreed independent data source by more than 10% for similar charging speeds [2]. - The total cost of charging includes the service fee, peak cost of electricity, revenue share, profit share, concession fee, and VAT, all expressed in p/kWh [3]. Summary by Sections Tariff Review - The concessionaire must notify the authority at least 10 working days in advance of any planned tariff increases, providing supporting evidence for compliance with specified tests [1]. - The service fee is capped and must be reasonable, with the cap indexed to a specified percentage of a stated index [3]. Cost Breakdown - The peak cost of electricity is defined as the costs evidenced by the concessionaire on an open book basis, while the service fee encompasses all costs for providing services excluding electricity costs [3]. - A worked example illustrates the calculation of tariffs, showing current tariffs for fast and rapid charging and proposed amendments based on benchmark rates [4].
Better Spectrum Efficiency Through Dynamic Spectrum Sharing
abiresearch· 2024-06-26 22:07
BETTER SPECTRUM EFFICIENCY THROUGH DYNAMIC SPECTRUM SHARING Analyst: Dimitris Mavrakis, Senior Research Director Content Manager: Malik Saadi, Vice President, Strategic Technologies CONTENTS INTRODUCTION AND MARKET OVERVIEW.............................. 1 SPECTRUM ALLOCATION AND UTILIZATION TODAY................................ 2 STATE OF CURRENT SPECTRUM DISCUSSIONS IN THE UNITED STATES .......................... 2 INTERFERENCE MANAGEMENT............ 3 CONCLUSION............................................ ...
Global Wealth and Lifestyle
瑞士宝盛集团· 2024-06-26 16:00
GLOBAL WEALTH AND LIFESTYLE REPORT 2024 2 FOREWORD | --- | --- | |------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
Circular 1890_2nd edition of the FIFA Integrity Handbook
FIFA· 2024-06-26 01:47
TO THE MEMBER ASSOCIATIONS OF FIFA Circular no. 1890 Zurich, 25 June 2024 2nd edition of the FIFA Integrity Handbook Dear Sir or Madam, As part of FIFA's ongoing commitment to protect the integrity of football and safeguard the integrity of matches, competitions, players, officials and member associations, we are pleased to announce the launch of the second edition of the FIFA Integrity Handbook. Building on the original version issued in 2020, this has been developed by the FIFA Integrity Workgroup which o ...
Retail 100 2024
Brand Finance· 2024-06-26 00:47
Investment Rating - The report does not explicitly provide an investment rating for the retail industry Core Insights - The retail sector is experiencing a decline in brand value among major brands, while discount brands are gaining traction due to inflationary pressures [19][21] - Amazon remains the most valuable retail brand with a brand value of USD308.9 billion, increasing by 3% [20][22] - Emerging markets are showing growth in brand value, contrasting with declines in major economies [35][36] Ranking Analysis - Eight of the top ten retail brands saw declines in brand value this year, with Walmart's value dropping by 15% to USD96.8 billion [20][22] - Home Depot's brand value decreased by 14% to USD52.8 billion, while Costco's increased by 4% to USD48.4 billion [20][22] - Discount brands like Dollar Tree and Ross Dress for Less saw significant increases in brand value, up 23% and 18% respectively [21][28] Brand Value Changes - Lazada emerged as the fastest-growing retail brand, with a 40% increase in brand value to USD2.1 billion [26][28] - Chedraui also saw a 33% increase in brand value, driven by new store openings [28] - The report highlights that sustainability perceptions significantly influence brand value, with Amazon leading at USD20.7 billion in Sustainability Perceptions Value [32][31] Brand Value by Country - The total brand value in the US decreased by 3%, while Mexico's total brand value surged by 38% [35][36] - Notable growth in brand values was also observed in Argentina (23%), Poland (24%), and Italy (18%) [35][36] Top Retail Brands - The top retail brands ranked by value include Amazon, Walmart, Home Depot, and Costco, with varying changes in their brand values [37][38] - Bunnings emerged as the strongest retail brand with a brand value increase of 14% to USD4.1 billion [24][22] - Decathlon ranked as the second strongest retail brand, with a brand value of USD9.3 billion [24][22]
GEN AI TOO MUCH SPEND, TOO LITTLE BENEFIT
Goldman Sachs· 2024-06-24 16:00
Investment Rating - The report does not explicitly provide an investment rating for the AI industry but discusses varying perspectives on the economic potential and returns of generative AI technology [3][7]. Core Insights - The generative AI sector is projected to see over $1 trillion in capital expenditures, yet the immediate benefits remain limited, with skepticism from experts regarding the technology's ability to deliver substantial economic returns in the near term [3][7]. - Daron Acemoglu from MIT forecasts only a 0.5% increase in US productivity and a 0.9% increase in GDP over the next decade due to AI, suggesting that only a small fraction of tasks will be cost-effective to automate [7][10]. - In contrast, Goldman Sachs economists, including Joseph Briggs, predict a more optimistic scenario where generative AI could automate 25% of work tasks, leading to a 9% increase in productivity and a 6.1% increase in GDP over the same period [7][18]. Summary by Sections AI Spending and Economic Impact - Companies are expected to invest around $1 trillion in AI infrastructure, including data centers and chips, but the current returns are minimal, primarily limited to efficiency gains [3][7]. - Experts express concerns about whether the high costs of AI technology can be justified, with some arguing that it is not designed to solve complex problems effectively [3][7]. Expert Opinions - Daron Acemoglu is skeptical about the transformative potential of AI, suggesting that significant advancements will not occur within the next decade and that the technology will primarily enhance existing processes rather than create new opportunities [7][10]. - Conversely, Goldman Sachs analysts remain optimistic, believing that the current capital expenditure cycle is more promising than previous ones, with potential for substantial long-term returns [3][7]. Constraints on Growth - The report highlights potential constraints on AI growth, particularly shortages in critical components like chips and power supply, which could hinder the technology's development and deployment [3][8]. - Analysts warn that the aging US power grid may not be prepared for the increased demand driven by AI technologies, leading to potential power shortages [8][18]. Market Implications - Despite skepticism about AI's fundamental story, there is an expectation that the AI theme will continue to attract investment, with infrastructure providers benefiting in the interim [8][18]. - The report suggests that only under the most favorable conditions, where AI significantly boosts growth without raising inflation, would long-term returns for the S&P 500 be above average [8][18].