Low Returns Industries Can Repair Themselves: Goldman Sachs

By identifying potential change candidates and adopting different routes such as consolidation from M&A, one can spot low returns industries which can repair themselves, notes Goldman Sachs.

Hugo Scott-Gall and Sumana Manohar of Goldman Sachs in their report dated July 1, 2014 titled: “The value in repair” provide pointers for low-return industries that are improving at the margin and where that might not be in the price.

Low returns industries: The value in repair

The Goldman Sachs analysts note low returns industries can repair themselves. The analysts suggest various tools to identify such candidates. For instance, one can have a closer look at potential change candidates such as steel, paper and packaging, airlines, big oil and Japanese oil refining and Asian...