You read everywhere that profits are higher than ever although we are in (hyper)inflation.
Margins for a lot of companies are under pressure because of rising production cost. I'm sure there are also lot of companies that can raise there prices because of this inflation while there is little to no impact on their costs. Who are they?
First of all I was looking at the banking sector. Their cost don't seem to be in line with the rates they are asking now. They propably have a lower sell rate of mortgages but their margins on all product will be higher.
Next to that there will be a some FMCG companies that have risen their prices a lot higher than they should.
Finally a company like airbnb. Hotel (and restaurant) prices keep raising while airbnb has no additional cost. Linked to that is that people are spending more on their holidays due to the inability to travel during covid.
What else am I missing?
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