Will SAP survive the Ukraine invasion. The intense conflict has raised awareness of the risk of going out of business. SAP is directly in the line of fire.Putin is expected to be interested in taking Germany too, thus an all out war can mean that your accounting system will not exist in the future. Putin is aslo known for being Nuclear friendly, thus these issues all impact on the risk of blue chip companies. It is expected that the regional war will escalate. This will also impact things like electricity not to mention heating of offices. Thus offices with big overhead structures are likely to see massive cost increases and high risk profiles.
2023-03-19