Pressroom Governance Contact
GDA Group

Sectors

Industrials & Supply Chain.

Logistics, manufacturing technology, and automation — the sectors where the Innovation business's robotics and automation vertical applies most directly. Industrial incumbents hold exactly the assets a technology venture is built on: physical operations, contracted demand, and proprietary data nobody has monetized.

The firm's Innovation thesis — that a credible technology business inside an established company re-rates the parent — was written for this sector as much as any.

From GDA Research

The Disruption Premium

What happens to a multiple when an incumbent builds a technology business — October 2024.

Agent-as-a-Service

The operating model that replaces seat licences in enterprise AI — March 2025.

Engineering delivery

Where a industrials & supply chain mandate needs build work — systems, integration, tokenization engineering — the bank’s engineering practice covers this sector: MLG Blockchain — Supply chain & logistics.

A industrials & supply chain mandate to discuss?

Contact the firm

The other coverage sectors

TechnologyArtificial IntelligenceDigital Assets & TokenizationFinancial Services & FintechConsumer & RetailMedia, Gaming & EntertainmentHealthcare & Life SciencesEnergy & Real AssetsAll businessesPortfolio

This sector, by market

TorontoNew YorkMontrealLondonZurichDubaiAbu DhabiSingaporeHong KongMumbaiNew DelhiGIFT City

The desk note worth forwarding.

The Digital Asset Digest and the firm’s research — market structure, transactions, and the theses behind the firm’s positions. Sent when there is something worth reading, and not otherwise.

GDA does not share subscriber details. Unsubscribe from any distribution.