Monday, August 10, 2015

Mediobanca: “The crisis is not over” “In 2014, declining sales and employment” – TGCOM

– The crisis, according to Mediobanca, is not over. The report from the Research & amp; Studies of more than 2 thousand large enterprises in industry and services working in Italy shows how sales have fallen by 2.2% in 2014, while employment has declined by 1.1%. And by 2015 the estimates are no different. Some positive signs, however, investment: last year were up 9%.

Labor, but the recovery exists or not?

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Employment data worrisome – In report R & amp; S Mediobanca on over 2 thousand largest companies in industry and services working in Italy employment data have never been positive since 2008. Since the crisis began the activities of these large groups in the peninsula have seen a cut 8.5% of the number of workers (rising to 12.3% in the manufacture alone) and 2% of “white collar”.

More cuts on workers in private companies – To further reduce the employees were foreign-owned groups, which have lost 19% of its workers and nearly 8% of employees. The problem is that those who remained in the company does not earn more, on the contrary: in the activities of large companies in Italy purchasing power since 2006 fell by 2.3%, with signs of holding only in manufacturing (+ 1%) and labor costs in public groups on average 25% higher than the private ones.

Well the tanning industry, bad publishing – In individual sectors of production in health however, very different: according to data from R & amp; S Mediobanca, since the crisis firms skin and leather have seen an increase in turnover of over 33%, construction companies (ie mainly large “general contractor”) of 26%, the canning of 21%, with all the food in the positive. Very bad rather the building products (-38%), the printing and publishing industry (-36%) and telecommunications, which since 2008 have given 24% of revenues.

Positive signals from investment – some positive signals from investment: last year were up 9% overall, with manufacturing increasing by 4%. The trend should continue in 2015, with expectation for the services sector which is the slowest to seek a way out of the crisis. The problem is that however has lost a lot: in 2005 the total activity of the great Italian groups cut in general 31% of investment, with public companies fell by 43% and the service sector by 52%.

For Sale “foreign to foreign” for Italian companies – 70% of what is produced by large Italian companies is “foreign to foreign” – without involving facilities and manpower in the country – not least because the profit margins are half those across the border. Return on equity (ROE) was 5.2% compared to 14.3% abroad.

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