January 13: Germany License Reform Freezes Demand; Driving Schools at Risk
Germany driver’s license改革 is already moving markets without a law in force. Reports of shorter exams, fewer theory questions, and more online learning have prompted many learners to wait. Some regions see 50–70% fewer sign‑ups, pushing schools to consider short-time work. For investors, this means near-term revenue stress in a fragmented sector and pressure on testing and insurance adjacencies. We explain the policy signals, quantify exposure, and outline scenarios to help assess risk and timing.
Continue Reading on Meyka
This article is available in full on our main platform. Get access to complete analysis, stock insights, and more.
Read Full Article →