Blogs

Iron ore prices struck with persistent supply glut

Industry hit by stubborn supply glut Chinese stockpiles at their peak Top industry players persistence on increasing the production   Iron ore, which is the key raw material for steel was one of the most sought-after commodities in 2016 as it saw a reversal against its incessantly plunging prices. Iron ore prices soared by a whopping 68% (2016), the year began at...

Home healthcare service industry in the US

How Balanced Budget Act affected the healthcare industry? Healthcare’s growth in phases and attributes ALF and SNF, the other healthcare service providers   The advent of home healthcare has comforted the lives of patients and elderly, they can now receive healthcare products such as medical supplies, appliances, equipment, etc. and also utilise the services...

Electric vehicles revolution, China leads the global boom

EV sales, 45% of the total took place in China The largest EV OEM – BYD EVs, China holds the highest growth rate   The global auto industry that has been dominated by the internal combustion engine will undergo a significant transformation as several countries such as Germany, China, the United Kingdom, France, Norway, etc. are planning to phase out gasoline and...

Airport operators in Asia-Pacific

Revenue sources of airport operators What brings more aircraft to an airport? How more aircraft affect performance of an operator? Importance of retail outlets at an airport   The aviation industry is projected to grow rapidly in the next few decades. The total number of flight boarding across the world was 3.2 billion in 2016 and the number is expected to...

Equipment rental and leasing industry in the US

The benefits of renting equipment Why the present demand is led by construction and industrial segment? Developed and developing economies leading to fast paced growth   The equipment rental and leasing concept was primarily introduced in the market after the World War II (post 1945), when capital to acquire equipment was scarce and there was a huge need for...

Ceramic industry in India and Indonesia

Ceramic tiles sector and the major players Distinguishing parameters for manufacturing of ceramic tiles An analysis of the top ceramic players in India and Indonesia   Ceramic tiles have become a vital part of home furnishing and enhancements. These are not only restrained to kitchen and bathroom fittings but currently, ceramic tiles are majorly used for...

Steel industry, Chinese influence and the future

How China drove the industry? What will affect the global demand in 2017? Does the US have a role?   The steel industry is one of the largest industries globally. The growth in the steel industry is directly proportional to the economic health of a country as well as of that of the world. 2016 can be recognised as the finest year for the ‘grey metal’ as...

MC-21, the Russian aviation wonder?

  Will MC-21's entry as the medium range commercial aircraft redefine Russia’s role in the sector? MC-21 and its challenges Airbus and Boeing vs. MC-21?   Russian aircraft industry is one of the most innovative in the world, the aviation manufacturing in Russia has a century old legacy. But, the dissolution of the USSR impacted the development of new...

Amusement parks, amusing visitors to beat competition

  How crucial are the number of visits and investments? The sources of revenue An analysis of the leading international amusement/theme park operators   The amusement park industry is broadly categorised into amusement parks, theme parks and water parks and is a ~43 billion-dollar market presently [Source: International Association of Amusement Parks...

Luxottica, from an acquirer to be acquired?

How will the merger affect Luxottica and Essilor? Will European Commission approve the amalgamation despite monopoly concerns? What will be the benefits for masses?   The vertical integration made Luxottica the world leader in the eyewear industry, this was mainly achieved by mergers and acquisitions and was explained in detail through Televisory’s...

Success mantra for social networks

How smartphones and rising internet penetration influenced the industry? What differentiates a popular social network? What lies ahead in the industry for established and new players?   In 2004, Google’s social networking website, Orkut and its only major competitor, Facebook commenced operations. Orkut was an open social networking site, whereas Facebook...

Decline of rigs in the US, are oil and gas prices to blame?

Top 4 encountered a decline of 40% Will recent stabilization of prices increase the rig demand?   The global oil and gas prices witnessed a significant downward pressure in the past couple of years with both the commodities weighing down by a persistent increase in supply. A higher than normal growth in output coupled with stable to low growth demand pushed the...

Uranium, is this the commodity for future?

  What was the role of Fukushima Daiichi disaster? Did production cuts from Kazatomprom help? An analysis of 5 major uranium producers in the world   The global uranium market remained under tremendous pressure during the past ten years, this was mostly driven by the skewed demand-supply equation and pushed the commodity into surplus. However, the metal...

Lock and load, guns and ammunition industry in the US

  What are the reasons behind the volatility in the sector? The two major factors that drive the industry Three key players   The guns and ammunition industry comprises establishments specialising in the retail of guns (shotguns, revolvers, rifles, machine guns, pistols and grenade launchers) and ammunition. The firms operating in this space might also...

Canadian oil sand, corporate exits, is this the end for the industry?

Why there was a 62% decline in Canada’s oil and gas sector spending? Did domestic players help the sector? How crucial are the exports to the US?   Canada is one of the fastest growing oil producers in the world, in the past decade, the country saw a rise in the production at a CAGR ~4%. Canada managed to enhance its oil production from approx. 2.74 MBPD...

Brand Bolina

What were the reasons for a decline in profitability of Bolina? Did increase in patents help the firm? How successful was the strategy to launch brand ‘Bolina’?   Bolina Holding Company Limited designs and manufactures toilet seats, wash basins, urinals, bidets, squat pans, soap containers, faucets and bathroom fixtures. In 2002, it began as an Original...

Slump in digital photography, are smartphones to blame?

  Why inbuilt swamped while interchangeable was afloat? How Canon relatively performed better than Nikon? Is 2017 a turnaround year?   The global digital photography market comprises cameras, lenses, software and processing equipment. This stood at approx. $78 billion (2015) and is expected to reach around $111 billion (by 2021 according to Zion Market...

What led to an exponential growth of the movie theatre industry in China?

An analysis of the performance of leading movie theatre operators in China vs. the US Did liberalization help the sector in China? Why co-production was a win-win situation? How crowdfunding assisted the industry?   The global movie theatre industry registered a nominal growth of 4.8% CAGR (2005-16), which was affected by the global economic slowdown...

Will the supply of zinc drive its future?

  Key factors that drove the zinc supply Did offloading play a major role? How China influenced the demand for the metal? Why will zinc be in deficit in 2017?   In 2008-09, during the recession all base metals prices declined significantly (~30%). However, even after 7-8 years most of these are unable to recover and reach the pre-recession levels. The...

Is intermodal the future of rail freight?

  Why are firms investing in intermodal? Why coal is shrinking and intermodal is growing?   The rail freight industry consists of companies that provide rail based transportation services for a wide range of cargo such as dry bulk, petroleum products, chemicals, etc. This industry plays a vital role in the transportation of goods from numerous logistics...

Slack set out to kill E-mail

Started as a side project for internal use in a gaming company High revenue growth with recurring revenues Went Public by offering shares through the Direct Public Offering ...

Will the Big Bang merger drive, of Indian Public Sector banks, provide the required impetus to the slowing economy?

India’s Government announces plans to merge 10 of the country’s public sector banks Probable impact of the mergers   India’s Finance Minister, Nirmala Sitharaman,...

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...

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...

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...