It is good that the GOVERNMENT is implementing measure to CONTINUE THE ECONOMIC ACTIVITIES while CONTROLLING C19 spread
Isolation of high risk areas is important to control spread while re-opening less risk areas will NORMALIZE the economic activities
The C19 has made a NEW NORMAL and I see following CHANGES IN BUSINESS which you also can add if anything is missing
Change in CONSUMER BUYER BEHAVIOUR from physical to online
Change in WORK STATIONS from OFFICE to HOME
Fast Track the TECH ADOPTION cycle than expected
High LEVEL of AUTOMATION/DIGITISATION in BUSINESS
Therefore, COMPANIES whom are OPERATING with DINOSAUR OPERATING MODELS with ASSET INTENSITY will find it DIFFICULT to ADOPT to C19 LED CHANGES.
Hence, we can EXPECT HIGH LEVEL of CHANGES in PROFIT
DISTRIBUTION from LARGE CORPORATES to NEW BUSINESS MODELS
Good Luck