Blogs

Natural gas industry with a focus on Shale Gas, development and present scenario in the US

Over the last decade, the US has witnessed a significant increase in its oil and natural gas production, which is backed by the development in fracking technology. Televisory’s previous blog ( Movement in crude oil prices and its impact on the US oil-gas players ) on crude oil discussed the demand-supply dynamics of the black liquid in the country. In this blog, Televisory focused on the...

Plastic Packaging Industry: striving for niche amidst growing environmental scrutiny (Part II)

Backgrounder In the previous blog ( Plastic Packaging Industry: striving for niche amidst growing environmental scrutiny ), Televisory explored the past trends in the industry and found that while the overall plastic packaging industry is losing market to non-plastic packaging, soft drinks and food packaging were the forerunners and drove the demand in plastic packaging. Further,...

Industrial supplies distribution industry. What operating criteria define success in distribution companies?

The industrial supplies distribution industry consists of companies involved in the business of distribution of supplies such as packaging materials, electrical components, electronic and mechanical parts, etc. for the repair-maintenance of equipment, machinery to manufacture, mining, construction and utility sectors (together they are referred as the industrial segment). The industrial...

Asian e-commerce giants Alibaba and Rakuten: a comprehension of their key operational parameters

The e-commerce came into existence in the year 1994 and has ever since grown to the present USD 1800 billion industry globally. The growth came on the back of increasing internet users’ base and increasing consumer preference for purchasing goods online, owing to the ease of shopping. The e-commerce industry in Asia accounts for 52% of the global e-commerce industry and has mirrored the...

Online Travel Agents Industry and the Changing Business Dynamics

The online travel industry comprises online travel agents (OTAs) who act as intermediaries for travel related products and services, such as airline tickets, car rentals, hotel accommodations, cruise line tickets, etc. They act as a go-between the product providers and end users through web portals and/or mobile platforms, in turn, earning commission revenue. The OTAs offer consumers a...

Benchmarking global hubs of IT-BPM outsourcing industry

The global IT-BPM outsourcing market has expanded rapidly from the year 1990, with India emerging as the largest exporter among developing economies. However, others such as the Philippines, People’s Republic of China (PRC), Mexico and Eastern European nations have caught up with the time as India’s share of international offshoring declined from 67% in 2004 to 56% in 2015 (source: NASSCOM)....

Digital transformation of newspaper and magazine in publishing industry?

If you are reading this on-line, then the title partly substantiates its content. The consumption of the digital media and the way people consume news through magazines or newspapers has changed drastically, the average time spent by a user on a handheld device for consuming online content has risen from 18 minutes in 2008 to 3 hours in 2015 (Source: eMarketer). The dawn of smartphones and...

Hotel Business: The impact due to the onset of sharing economy

Traditionally, the hotel industry has catered to the lodging, dining and other amenities of travellers or guests. The industry operates across the different value chain by offering services and facilities as per the preferences and paying capacity of guests’. Typically, players in this industry own assets and or franchise their brands or manage third party assets. The hotel business is highly...

4G LTE, Opportunities and Challenges

The LTE is a network technology and is adopted by telecom companies in order to achieve 4G speed, the term LTE stands for “Long Term Evolution”. There has been a considerable investment in accessing this technology, but in spite of huge capital investments, tech manufacturers have failed to attain the minimum speed set by the ITU-R (International Telecommunication Union-Radiocommunication) for...

Plastic Packaging Industry: striving for niche amidst growing environmental scrutiny

Plastic is gradually losing the market share in the packaging industry Internationally, every year around 4-5 billion units of material is used for packaging. The usage of packaging material has grown approx. 2.5 per cent CAGR between 2006-14. This is composed of 4.5 per cent CAGR for non-plastic units’ growth against 1.8 per cent CAGR for plastic units. A higher growth in non-plastic...

Copper: Impact of falling prices on operational performance

The copper prices in December 2008 dropped to as low as USD 2,800/MT after the financial crisis,  following the highs of USD 8,000/MT in the same period a year ago. This significant drop was brought about by a fall in demand amidst the global financial and economic crisis. The revival of the world economy recuperated the copper prices to its record levels, which rallied as high as USD...

Tea industry’s sustainability in the face of rising production and operational cost

Tea is one of the most popular, most consumed and low-cost beverage in the world. It is due to its specific requirement and sensitivity to changes in growing conditions, that its cultivation is confined to the specific regions of the globe. The major producers and exporters of tea are China, India, and Sri Lanka, they together account for a total 60% of the world’s tea production. The Global...

Movement in crude oil prices and its impact on the US oil-gas players

The companies operating in the oil and gas industry have witnessed a roller-coaster ride during the past few years amidst the steep decline in international crude oil and natural gas prices. The two major global benchmarks for the oil prices, the US-based WTI and the UK-based Brent have witnessed a price decline of more than 60%. This was from the peak of nearly $100 per barrel in the mid-2014...

Construction and Mining Machinery Manufacturing, an Analysis of Performance in the Wake of Global Economic Slowdown

Backdrop: In the aftermath of the global financial meltdown in 2008, the world GDP growth rate slumped and was negative in the year 2009. The world economy recovered in 2010, this was mainly supported by a large stimulus package from the governments of developed economies and continued strengthening of the developing economies. However, this growth in momentum weakened subsequently to...

Major Sugarcane Producing Nations and Analysis of their Key Operating Criteria

Sugarcane is a diverse crop with a complex demand structure. The profitability of producers mainly depends on the revenue from three by-products: sugar, ethanol and energy which are derived from this highly versatile crop. The major producers and exporters of sugar are Brazil, India and Thailand and all these nations have a varied economic structure. There is also a significant disparity in...

Economic Viability of Wind Energy

The growth of renewable energy over the past decade has surpassed all expectations. Globally, installed capacities and production from renewable technology have increased substantially during the last few years. The capacity additions have been supported by policy initiatives from the governments in different regions of the world. However, it is majorly the growth in the generation of solar...

Major iron ore producers continue to flush market. Is excess supply sustainable?

Iron ore, one of the largest traded dry commodities in the world, has taken a big hit over the past few years. It fell by ~24% (CAGR) from ~$150 per MT to ~$57 per MT between January 2013 to July 2016. In an ideal situation, the decline in the price calls for a slowdown in production, however, for iron ore, the story is somewhat different. The iron ore production increased by ~3% despite a...

Falling ARPU, How Telecom Companies Cope

The ARPU (Average monthly Revenue Per User) is an important metric used commonly to measure the performance of a telecom service provider. The ARPU has been falling for over the past decade now and is alike in developed as well as developing markets. An advancement in technology, intense competition leading to price wars and increased usage of data over voice have contributed to this fall. In...

Environment consulting organisations, a comparison of key operating parameters in developed and developing world

The fast-paced industrialisation over the past few decades, across the globe, has undoubtedly led to overall economic growth and improved living standards. However, a serious side effect of this industrialisation is a damage to the environment, through “pollution” which is caused by either reduction in forests cover or air-water pollution, etc. This leads to environmental imbalances and has a...

Hospitals in developing versus developed economies and key operational differences

Hospitals form an integral part of the world economy, they help cure diseases, saves lives of seriously ailing patients and contribute to a healthy and productive economy. The global hospital industry, which is $10.2 trillion in market capitalization (Source: Bloomberg) is highly concentrated in the United States and Australia and together contributes more than 43% of the market...

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,...

Is Mothercare on the verge of collapse?

History of Mothercare What went wrong? Company moved into administration   Mothercare, an iconic brand for babies, children and parents to be, went into...

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...

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...