Episod 320 - Belysningskoncernen Fagerhult om skiftet mot smart belysning!

from Investerarens Podcast · host Investeraren

I det här avsnittet djupdyker vi ned i belysningskoncernen Fagerhult och vår lära känna vd Bodil Sonesson. Bolaget är ett innehav i Latour som dessutom är Fagerhults största ägare. Skiftet från glaslampor med wolframtråd till LED inleddes 2009 och nu pågår nästa skifte mot smart belysning. Globalt har vi bara börjat skrapa på ytan men potentialen är mycket stor samtidigt som betalningsviljan är väsentligt högre. För vad händer egentligen när varje lampa i framtiden har en sensor som kan prata med larm, klimatanläggning, uppvärmningssystem etc? I det här avsnittet får vi lära oss väldigt mycket om belysning, hur många Kelvin ens lampor hemma borde ha och var vi hittar Fagerhults produkter i det offentliga rummet när vi har börsglasögonen på oss. Delikat lyssning på dig, Nicklas

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Episod 320 - Belysningskoncernen Fagerhult om skiftet mot smart belysning!

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