Key Message:
- Market Size: $2.9 Tn
- Growth (CAGR): (6%), Recovering since COVID
- Technology Change: High
- Life Cycle: Matured Regulation: Heavy
- Avg P/E < 15 (no growth), Industry is struggling in generating ROI
- Organic Growth: Both Horizontal and Vertical Play are employed
- Inorganic Growth: Adapt, Amalgamate, Acquisition
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