18/03/25 -"Chinese Dilemma"
SEB
AlphaBlunt!
18/03/25 -"Chinese Dilemma"
• The movements within the Seb management team reflect a delicate transformation,
particularly concerning its Chinese component.
• Supor is a success in itself as a supplier to Seb.
• The status of the Chinese industrial setup must evolve. Such an asset could be
leveraged for the benefit of the group, but this would destabilize its European
operations. A dilemma that remains unresolved.
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