Blogs

Will Amazon’s entry in the digital ad space dismantles the dominance of Google and Facebook?

Current scenario of the global digital advertisement space Growing market share and the future potential for Amazon   The global ad spending trend is transforming rapidly with the digital ad space gaining prominence over the traditional TV ad space. One of the main factors, which has been instrumental in this transformation is the rapid rise of mobiles....

Uber’s IPO, is the timing right?

Uber facing mounting losses and disgruntled drivers Suffering from bad IPO timing, which costed billions Unable to achieve operating leverage due to subsidies to drivers and users Nil visibility on the profitability front Uber striving to become the Amazon of transportation   2019 is the year for tech unicorns, with a host of tech companies (Lyft,...

Thomas Cook Airlines on sale, what went wrong with the world's oldest tour operator?

Profit warnings due to disruption in the travel market Market capitalisation wiped out as shares fell more than 80% in a year Closure of Club 18-30 Airline business sale announced   Thomas Cook, the world’s oldest tour operator and a 177-year-old company is currently facing difficult times. Founded in 1841, Thomas Cook is a leading global travel group...

Can Spotify play its music louder than others in India?

Has it hit the right chords with its Indian entry? Can Spotify dethrone the currently no.1 player – Gaana? What unique features does it offer in India?   By now, many of us know that ‘Spotify is in India’ and its users have already downloaded and experienced the app to see if it offers anything different from its counterparts. It is also known that India is...

Social media platforms battle traditional TV broadcasters for the multi-billion-dollar sporting media rights

Overview of the global sports market Analysis of the growing dominance of social media platforms in sports media rights acquisition Road ahead for the sporting media rights and viewers’ viewing habits   Sports industry as a business has evolved fundamentally over the years from the modest food and collectable stands at stadiums to multi-billion-dollar...

An update on cobalt’s falling price contrary to the outlook

Reasons for the fall in prices of cobalt Will the prices continue to fall?   In Televisory’s earlier blog, ‘ Scarce yet essential for EVs, cobalt hogs the limelight ’ , we concluded by stating that ‘if the numbers estimated for EV (electric vehicle) market hold true, the demand for cobalt will continue in the upcoming years.’ The price of cobalt had more than...

Pinterest IPO, another tech unicorn trying its luck

IPO looking to move past the lacklustre performance of Lyft Conservative approach for the IPO pricing Low-key approach to growth limiting losses for the unicorn   2019 is poised to be the year of unicorns. There are a host of tech start-ups, which have either taken steps towards going public (Lyft, Uber, etc.) or are rumoured to gear up for an IPO in the...

Is Airbnb ready for an IPO?

How will Airbnb’s IPO differ? Operational and competition analysis What is delaying the IPO?   Airbnb is valued at $31 billion and has created much media frenzy about its debut on the stock exchange since early 2018. Airbnb, along with other tech unicorns like Uber and Slack is set to go public soon, with Lyft already hitting the market in March 2019. While...

Will the strong rise in iron ore prices continue in H2, 2019?

Iron ore price records strong performance due to supply cut in Brazil and Australia Major miners cut guidance on yearly production; commodity might see deficit during the year Slower steel demand, subdued economic cues may weigh against strong performance going forward   Iron ore, the raw material used for making steel, steered higher during the first few...

Boeing 737 MAX mishaps and indefinite grounding of aircraft

Importance of 737 MAX for Boeing Impact of Lion Air and Ethiopian air crashes on the company Effect of the global grounding of 737 MAX on airlines Can Airbus benefit from the Boeing crises?   The aviation industry has come a long way in the last 30 years. Jumbo jets have rapidly lost their appeal and have been replaced by the next-gen technological...

The untapped potential of ‘chai’ in India

The emergence of start-ups selling the Indian ‘chai’ India, the tea drinking nation   India, which is a predominantly tea-drinking nation has its own domestic version of the beverage. Tea consumption in India outnumbers coffee consumption, wherein, according to the data from Statista 65.8% of Indians drink tea regularly, while 53.5% drink coffee on a regular...

CRISPR, a revolution in gene editing

Understanding CRISPR and its uses Investing in CRISPR focused biotech stock Risks associated with CRISPR and its future applications   Imagine a world where parents can have bespoke kids by selecting their skin colour, height, hair or prevent them from having hereditary disorders or diseases. Farmers can modify crops to make them more nutritious or alter...

Lyft’s IPO, analysis and implications

Lyft IPO marking the formalisation of the shared economy Profitability is not a mandatory criterion for a successful IPO Lyft to benefit in the US market with a strong revenue visibility   At a driver centre in Los Angeles, Lyft’s co-founder John Zimmer and Logan Green rang the ‘Nasdaq opening bell’ in the early hours of Friday (29th Mar. 2019) and marked an...

German economy, will the slide continue?

Weakening global industrial demand weighs on Germany’s manufacturing sector Inflation and business climate take a hit with broader signs continuing to be subdued Future growth prospects skewed heavily towards external demand   Germany, which is the largest economy in Europe is facing a fresh round of downward spiral if one looks at the major economic...

Evaluating the performance of Apple products and its decision to enter the video streaming business

Tim Cook’s announcement to launch new services Performance of Apple at a glance The current and the future outlook of global video streaming business   On March 25, 2019, Tim Cook took the audience by surprise once again at the highly anticipated event at Steve Jobs theatre by announcing the series of new plans hatched by the company. He began the speech by...

What’s in store for India’s first commercial REIT as it hit the market with Blackstone teaming up with Embassy Group

Overview of the partnership and assets of Embassy Office Parks Comparison of the Indian commercial office market space with other developed markets Road ahead for India’s REITs market   The much-awaited Real Estate Investment Trust (REIT) for India’s maiden commercial REIT is set to make its official debut. Embassy Office Parks, a joint venture of Embassy...

Gold-silver ratio hovers near multi-decade high! What’s next?

Gold-silver ratio moves out of the historical band during the last few years Last five years average on the ratio stood ~74 against a reading of ~60-65 during the last 2 to 3 decades Economic development globally supports moderate bullishness for the yellow metal along with the ratio in the near-term   Gold and silver are two of the largest tracked, traded...

Malaysian rubber glove industry, an update

Rising global demand for gloves Impact of USP 800’s implementation and the US-China trade war on Malaysia’s rubber gloves industry Key challenges for the Malaysian rubber gloves companies Future outlook   The global demand for gloves maintained an ~8% CAGR in the last decade and as per the initial estimates from the MARGMA (Malaysian Rubber Glove...

Jet Airways, can the airline weather the storm?

India’s growing, but brutal aviation industry Impact of Jet’s failure on several stakeholders? A brief timeline of the crisis Revival plan, a succinct account on bank-led Provisional Resolution Plan Can the company reinvent its operational model?   ‘Notoriously difficult’ is how India’s airline industry is often described. The cut-throat...

Germany’s automotive industry, uncertain times ahead

Automotive industry, critical to the German economy Impact of the change in emission test policy mandated by the EU Commission Effects of decline in Chinese exports owing to the trade war Possible impact due to the no-deal Brexit and the imposition of the US tariffs on EU cars Switch in customer preferences and struggle in the home market   ...

Failure of Amazon in China, an analysis

E-commerce market in China Online consumer product retailers in China Performance of Amazon in China   Amazon is a global e-commerce player selling a wide...

An analysis of Malaysian rubber glove industry

How big is the international rubber gloves market? Reasons behind the healthy and steady growth Malaysia’s role in the industry Why are companies struggling for stable...

Tire manufacturing industry, analysing the cost and margin trends

The global market for tire manufacturing stands at $180 billion. Michelin anticipates the long-term demand to rise at the rate of 5 to 10% a year in developing markets and 1 to 2% a year in mature...

Can lithium-ion anode demand for needle coke reduce availability for electrode players?

What is needle coke? Uses of needle coke Lithium-ion battery manufacturers demand needle coke   Needle coke? Needle coke is a specialised form of petroleum coke...

Blockchain, an emerging concept, a disruptive technology (Part 1)

What is blockchain? How is blockchain revolutionary? Cryptocurrency, the new money ICOs, the new way of raising money Summary Blockchain is a software architecture...

Sri Lankan economic and political crisis

Sri Lanka’s latest political crisis, who governs the nation? Poor economic indicators adding to the nation’s woes   Sri Lanka is currently embroiled in a political crisis,...

Is the radio broadcasting industry in the U.S. dying? An analysis

Radio, the most powerful medium of reach in the U.S. Why the industry is moving at a slow pace? Radio’s health is still sound, will it continue in the long-term?   ...

Rapidly growing Indian online food delivery industry and its unrealised profits

Evolution of online food delivery industry in India Geographical penetration and scope for expansion Key players and their zeal to balance revenue and costs   Online...

Rice industry outlook 2018

Major rice producers and consumers Global rice trade Factors dominating the trade   Rice is the 3 rd largest produced agricultural commodity in the world, after...

Carbon black industry, strong potential for supernormal profitability?

What is carbon black? Its uses Impact of the environmental curbs in China   What is carbon black? Carbon black is a fine carbon powder and it is a disorderly...

Baidu’s Apollo, the underdog of autonomous driving platform

Overview of the autonomous vehicle sector in the global automobile industry Search giant Baidu’s entry into the autonomous driving space Baidu’s approach in becoming a front-runner...

Rise of Ant Financial, will the success story continue?

What is Ant Financial? Journey to become king of unicorn Will regulatory curbs hinder its success journey?    Ant Financial, an affiliate and integral part...

Indian wood panel industry, growth drivers and present trends

Current market scenario in the Indian plywood industry Growth in the housing sector and rapid urbanisation to provide the boost GST rationalization to reduce price difference...

What’s in store for India’s first commercial REIT as it hit the market with Blackstone teaming up with Embassy Group

Overview of the partnership and assets of Embassy Office Parks Comparison of the Indian commercial office market space with other developed markets Road ahead for India’s...

Battle for the textile and apparel industry in Southeast Asia

The reasons for China’s decreasing presence in the industry Initiatives by the governments in Southeast Asia to boost the textile trade Vietnam and Bangladesh’s quest to conquer...

OYO Rooms, an Indian start-up to enter Japan

Growth story of OYO Rooms in India Business model of OYO Rooms Analysis of strategy to enter Japan   OYO Rooms, the Indian start-up has decided to venture in Japan...

Unnoticed growth of the media and entertainment industry in India

Overall industry brief Growth of the M&E industry and its segments Major supporting elements of this growth   Media and Entertainment (M&E) is a very wide industry...

German economy, will the slide continue?

Weakening global industrial demand weighs on Germany’s manufacturing sector Inflation and business climate take a hit with broader signs continuing to be subdued Future...

Housing finance market in India. Is affordable housing driving the growth?

Overview of the housing finance sector in India Key players dominating the segment and their dynamics Factors driving aggressive demand for housing   The housing...

SAP’s acquisition of Qualtrics, a costly affair or a strategic move?

History and evolution of SAP and ERP. Will experience measurement add value to SAP ERP?   On November 12, 2018 ERP software giant SAP announced an $8 billion acquisition...