The Covid-19 outbreak has thrown businesses and investors into a frenzy thinking about the long term viability of their business models. Inherent in all the crystal-ball-ing that everyone is trying to do is to address the question of what life post-Covid will be like. Without knowing that answer, businesses have to make reasonable guesses and try to balance the interests of multiple stakeholders.
As the 1Q20 earnings season in Singapore comes to a close, I noticed that most analysts have identified the duration and severity of the Covid-19 virus as a key catalyst for share prices. While I believe that this is true, I think it is also important to focus on how managements are balancing various priorities and how this sets them up to take advantage of the catalyst aforementioned. My article will attempt to identify some of these balancing acts that companies have to do and give examples of