Business
How businesses should adjust their supply chains in an uncertain world
The Middle East war caused higher costs. Supply chain stumbles and production slowed due to supply problems
The intensification of the war in the Middle East has reinforced global business awareness that “geopolitical risks” It is no longer just a temporary event that creates periodic fluctuations, but is becoming a structural risk to the global economy This will inevitably affect long-term business operations. The war in the Middle East had a wide-ranging impact. From volatile and skyrocketing oil prices, transportation costs, freight and insurance premiums from significantly increased war risks. to the problem of delayed transportation and shortages of raw materials or parts in the chainSupply Many countries are beginning to see a slowdown in production activity, not as a result of lost demand but as a result of supply disruptions
For Thailand, such risks have a wide impact on the business sector. The EEC area is one of the production bases of important industries that are affected by various groups, such as energy, petrochemicals, automobiles, and electronics. including agriculture and food These industries all rely on foreign raw materials, parts, and machinery, while also relying on export markets inhigh proportion When the war situation is still highly uncertain The impact therefore occurs in many dimensions. both higher costs Uncertainty in the supply of production factors and risks in product delivery Such risks not only affect a particular company. But it is a structural risk for the entire industry cluster. Because if the upstream industry stopsCha Ngak downstream industries will be affected in a chain
How to ensure continuity of production and delivery? Even in the face of uncertainty
Over the past several decades The mass production sector grows under the concept Just‑in‑Time Or having raw materials “just in time, just using ”, which will help reduce stock costs and increase efficiency in normal conditions where transportation is stable. But as the global context shifts from certainty to geopolitical risk, Such models therefore began to existWeaknesses are greater because systems without adequate bumpers become fragile immediately when raw materials or critical parts are missing, causing the entire production line to be disrupted
The important question that businesses need to rethink is not just “, how to keep costs as low as ”, but “, how to ensure continuous production and delivery? Even in the face of uncertainty” Especially in industries that rely heavily on the global market, in this context the Just‑in‑Case concept Therefore, it has returned to play a greater role as a risk management tool. However, Just‑in‑Case It does not mean hoarding so many products that costs escalate. But it is about giving importance to flexibility and being able to absorb shocks throughManage stock with goals The business sector should start by specifying which raw materials or parts are “bottlenecks that, if lacking, will result in production being halted. Then build a safety stock at a critical point, distributing purchasing sources to more than one country. or have backup suppliers for important parts along with investing inSupplier mapping system to see the supply chain as deep as Tier 2-3 and use real-time data to help predict and recognize risks from the beginning
Lessons from abroad clearly reflect this idea. For example, Japan’s Toyota, which was previously severely affected by the earthquake and tsunami. Until having to review the supply chain in a big way An important list of parts that must maintain continuity of supply has been prepared and a minimum level of reserve has been set for some specialized partsType The goal is not to abandon the Lean system (a work process aimed at reducing waste and using fewer resources), but rather to make the Lean system more impact resistant
In the period ahead, business competitiveness will not be measured solely by the lowest costs, but rather by readiness for uncertainty Businesses that can balance efficiency Just‑in‑Time and flexibility Just‑in‑Case Maintain continuity of production Adjust the supply chain to be flexible. Increase the efficiency of raw material and energy management well and be able to deliver products as scheduled. It will have the potential to become an important production base in the global supply chain. Because in a world where “Irregularities have become normal” Ability to deliver continuously Therefore, it is one of the keys to competitiveness
Published in N.S.P Krungthep Turakij, Smart EEC Column, May 7, 2026
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Business
Wembanyama Game 5 Status Uncertain as Draymond Green Urges Timberwolves to ‘Elbow Him Back’
MINNEAPOLIS — Victor Wembanyama’s availability for Game 5 of the Western Conference semifinals remains in doubt Monday as the NBA reviews his flagrant-2 ejection from Sunday’s loss, while Golden State Warriors forward Draymond Green openly encouraged the Minnesota Timberwolves to retaliate physically against the Spurs superstar.
Green, appearing on his podcast, did not hold back when discussing the controversial play in which Wembanyama was ejected for swinging an elbow into Naz Reid’s jaw and neck area. “Who’s gonna elbow him in the face?” Green asked pointedly. “Somebody’s got to send a message. You can’t let that slide in the playoffs.”
The comments quickly went viral, adding another layer of intensity to an already physical series now tied 2-2 heading into Tuesday night’s pivotal Game 5 at the Frost Bank Center in San Antonio.
League review underway
NBA officials are examining the incident for possible supplemental discipline. While flagrant-2 ejections do not carry automatic suspensions, contact above the shoulders in the playoffs often results in at least a one-game ban. Wembanyama, who had been dominant through the first three games, appeared stunned by the ejection and later expressed regret for the outcome while defending his physical play in a hard-fought series.
Spurs coach Mitch Johnson pushed back strongly against any suspension, calling it “ridiculous” and insisting there was no malicious intent. “He’s protecting himself out there,” Johnson said. “The physicality has been ramped up on both sides.”
Reid, who absorbed the elbow, downplayed the hit after the game, saying he was fine and that “basketball happens.” However, the Timberwolves have privately expressed frustration with what they see as repeated physical tactics targeting their big men.
Wembanyama’s playoff emergence
At just 22 years old, Wembanyama has transformed the Spurs into legitimate contenders ahead of schedule. Drafted No. 1 overall in 2023, he earned Defensive Player of the Year honors in his second season and has taken his game to another level in these playoffs. His rim protection, scoring versatility and basketball IQ have drawn comparisons to generational talents.
The ejection in Game 4 came at a critical moment. The Spurs led by as many as nine points before the incident, but struggled without their franchise cornerstone in the second half. Anthony Edwards exploded for 36 points, helping Minnesota even the series.
If Wembanyama is suspended for Game 5, the Spurs would face a massive challenge on their home floor. San Antonio’s supporting cast, including Stephon Castle and De’Aaron Fox, has shown promise, but losing the 7-foot-4 Defensive Player of the Year would shift the series dynamics dramatically.
Green’s comments ignite debate
Draymond Green’s call for retaliation struck a nerve across the league. Known for his own physical style and history of controversial plays, Green argued that young stars like Wembanyama need to be “welcomed” to the physicality of the playoffs.
“You can’t let these young bigs just throw elbows and not expect a response,” Green said. “Naz took one for the team. Now it’s time to respond the right way — within the rules, of course.”
The comments drew mixed reactions. Some praised Green for defending player safety and playoff toughness, while others accused him of encouraging dirty play. NBA players’ union representatives have stayed silent publicly, but multiple veterans privately expressed concern about escalating physicality in an already intense series.
Lakers parallel and league-wide implications
The situation echoes the scrutiny around Luka Doncic’s hamstring injury and the physical toll playoffs take on star players. With several high-profile stars dealing with injuries or ejections this postseason, league officials face growing pressure to balance player safety with the physical nature of playoff basketball.
Wembanyama’s clean reputation until Sunday’s incident makes the review particularly interesting. He has rarely lost composure, making the elbow swing appear out of character and possibly a reaction to repeated physical jostling throughout the series.
Timberwolves’ approach for Game 5
Minnesota coach Chris Finch has preached discipline and focus. While he did not directly address Green’s comments, Finch emphasized playing “within the rules” while protecting their players. The Timberwolves have shown championship-level composure, capitalizing on Wembanyama’s absence in Game 4 to even the series.
If Wembanyama sits, Edwards and the Wolves’ depth will be heavily favored at home. A victory would give Minnesota a 3-2 lead with a chance to close out the series in San Antonio.
Spurs’ resilience tested
For San Antonio, the focus remains on preparation and adaptability. Even without their defensive anchor, the young Spurs have shown fight. Coach Johnson has emphasized maintaining identity regardless of personnel. However, losing Wembanyama for Game 5 would force significant adjustments on both ends of the floor.
Broader playoff narrative
The Western Conference semifinals have lived up to their billing as a clash of styles and generations. Wembanyama represents the future of the league, while veterans like Edwards and Green bring championship experience and edge. Green’s comments have added psychological warfare to an already intense matchup.
As Game 5 approaches, the basketball world waits for the NBA’s decision. A suspension would mark a significant blow to the league’s marketing of its young stars, while no suspension could be viewed as leniency for a high-profile player.
Fan and social media reaction
Social media has been divided. Many defend Wembanyama as a young star still learning playoff physicality, while others side with Green’s call for accountability. Clips of the elbow and Green’s podcast comments have amassed millions of views, dominating basketball conversation heading into Game 5.
The incident has also sparked renewed debate about player safety, officiating consistency and the unwritten rules of playoff basketball.
What’s at stake in Game 5
Tuesday night’s game carries enormous weight. For the Spurs, a win would regain home-court advantage and shift momentum. For the Timberwolves, victory would put them one win away from the Western Conference finals and a chance to eliminate a rising powerhouse.
Regardless of Wembanyama’s status, the series has already delivered memorable moments and physical, emotional basketball. Green’s provocative comments have only heightened the drama as both teams prepare for what could be a decisive night in San Antonio.
The basketball world will be watching closely — not just for the outcome, but for how the league handles one of the most talked-about plays of the 2026 playoffs.
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PVR Inox shares slide 6% in two days despite strong Q4 earnings. Do Motilal Oswal, Nuvama see any upside?
The multiplex operator said strong performance from blockbuster titles, including Dhurandhar – The Revenge, Border 2 and Project Hail Mary, supported the earnings recovery.
With Tuesday’s decline, the stock is down 6% in two sessions.
Revenue from operations for Q4FY26 rose 26% year-on-year to Rs 1,547 crore, up from Rs 1,230 crore reported in the corresponding quarter of the previous financial year. On a sequential basis, profit after tax rose 95% to Rs 187 crore from Rs 96 crore in Q3FY26, even as revenue declined 16% quarter-on-quarter to Rs 1,850 crore in the October–December period.
During the quarter, the company recorded 31 million admissions, reflecting a 2% year-on-year increase. Average ticket price (ATP) stood at Rs 315, up 22% from a year ago, while spend per head (SPH) rose 32% year-on-year to Rs 165.
PVR Inox share price: Should you buy, sell, or hold?
Nuvama Institutional Equities has maintained its “Buy” rating on PVR INOX, with a revised target price of Rs 1,620 from Rs 1,605 earlier, implying 58% upside potential. The brokerage expects FY27 to remain strong, driven by a healthy Bollywood and regional film pipeline along with a steady slate from Hollywood. It has retained its earnings estimates and noted that at the current market price, the stock trades at 13x and 11x FY27E and FY28E earnings, respectively. Nuvama noted that the company’s net debt has declined 90% since the 2023 merger, marking its lowest level since the consolidation.
Elara Capital has maintained its “Buy” rating on PVR INOX with a target price of Rs 1,300, implying an upside potential of 27%. The brokerage said occupancy levels could sustain in the 25-27% range, supported by a stronger near-term content pipeline that includes titles such as Drishyam 3, Star Wars: The Mandalorian and Grogu, Ramayana Part 1, King, Avengers: Doomsday, Dune: Part 3, Toy Story 5, Toxic and Jailer 2. Elara Capital, however, expects growth in ATP and SPH to moderate after the normalisation seen in FY26. It added that the company’s FOCO and asset-light expansion strategy is likely to support lower capital expenditure intensity and improve free cash flow generation going ahead.
Motilal Oswal Financial Services has maintained a “Neutral” rating on PVR INOX with a target price of Rs 1,125, indicating a potential upside of 10%. The brokerage said a recovery in Hollywood box office collections, along with a strong content pipeline across multiple languages, is expected to support the company, particularly given its higher exposure to premium screening formats.
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Motilal Oswal also noted that PVR INOX has made significant progress in controlling operating costs, optimising capital expenditure and reducing debt on its balance sheet. However, it cautioned that the business remains highly sensitive to occupancy levels. While management remains optimistic about the CY26 content slate, the brokerage warned that even a 200-300 basis point decline in occupancy could materially hurt screen-level economics and EBITDA performance, creating downside risks to its current estimates.
(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)
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Quantum Computing Inc. (QUBT) Q1 2026 Earnings Call Transcript
Operator
Ladies and gentlemen, greetings, and welcome to the Quantum Computing, Inc. First Quarter 2026 Shareholder Update Call. [Operator Instructions] It is now my pleasure to introduce your host, John Nesbett with IMS Investor Relations.
John Nesbett
Thank you, and I want to welcome everyone to the Quantum Computing, Inc. First Quarter 2026 Shareholder Update Call. Before we begin, please note that today’s remarks may include forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding expected results, operational plans, strategy and market opportunities. These statements are made pursuant to the safe harbor provisions of Section 27A of the Securities Act and Section 21E of the Exchange Act and are based on current assumptions and expectations.
Forward-looking statements are neither promises nor guarantees and involve risks and uncertainties that could cause actual results to differ materially. Important factors are discussed in our annual report on Form 10-K for the year ended December 31, 2025, and in subsequent SEC filings, including the quarterly report on Form 10-Q for the quarter ended March 31, 2026. We undertake no obligation to update these statements, except as required by law.
On the call today, we have Dr. Yuping Huang, Chief Executive Officer and Chairman; and Chris Roberts, Chief Financial Officer. The team will provide
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