Among the key themes for 2025, CLSA has cited a demand recovery in the offing for the sector. It also expects consolidation and capacity expansion to continue and profitability for these companies to be aided by a low base and cost savings.
Among the key themes for 2025, CLSA has cited a demand recovery in the offing for the sector. It also expects consolidation and capacity expansion to continue and profitability for these companies to be aided by a low base and cost savings.