Discussing Bosch’s $8b acquisition of Johnson ControI’s HVAC assets.
Questions:

1. How will the acquisition affect other HVAC players like Carrier, Daikin, Trane?
2. Which other HVAC players will win and lose from this transaction?
3. How will the HVAC divestment affect the strategy for Johnson Controls? What are the pros and cons?
4. Will this transaction affect industry pricing or availability?
5. Which segment is most affected, commercial or residential