Blogs

OPEC meeting, what lies ahead?

Will the recent price stabilization continue? OPEC November meeting to decide short-term course for the market    The crude oil prices which were on a roller coaster ride during the past few years, appear to have stabilized in the last few quarters. ICE Brent, the major international benchmark for crude prices declined from its intermittent peak of ~$100 per...

Wind power, industry dynamics and future outlook

The most competitive power generation technology and what lies ahead? Will the recent support from the majority of EU members change the offshore wind power outlook?   The global power generation has historically been dominated by the thermal sources, mainly coal. But governments around the world are struggling to fight the climate change, the focus is shifting...

Blockchain, an emerging concept, a disruptive technology (Part 2)

Few of the major use cases of blockchain Responses of sovereign governments to blockchain and cryptocurrencies The future of blockchain   Blockchain changing the way business is done The major categories of applications of the blockchain technology and its advantages were summarized in the previous blog on the topic. However, the true potential of this...

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 which creates a chain of records. This is supported by member computers serving as nodes to maintain and verify the records adhering to common protocols of a network. The main features of this...

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 the...

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 aircraft, this...

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 and...

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 previous blog...

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 was...

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 was one...

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 retail a wide...

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 (2007)...

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 Equipment...

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...

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...

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...

US commercial space launch industry at a tipping point with the rising of small rocket players

The commercial space launch industry witnessing a transition towards Low Earth Orbit (LEO) satellite launches Emergence of numerous small rocket start-ups Increased consumer...

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,...

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...

Used car market in India, online start-ups organising the sector

Per capita car ownership is low as compared to other developed nations and the global average Used cars were not a preferred means of ownership due to lack of trust among buyers and...

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...

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?   ...

Impact of the legalisation of cannabis on the consumer goods sector in the US

Cannabis is perceived to be the healthiest intoxicating compound in the world Consumer preference is shifting from smoking to drinking/eating cannabis Cannabis or marijuana as it...

Can PepsiCo turnaround the performance of its North American beverage segment?

What led to the consistent decline of PepsiCo’s trademark drinks in the last few years? Can the recent improvement in top-line numbers for PepsiCo’s beverage segment be maintained in...

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...

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...

US government pulls out of the global postal policy

What is the UPU ( Universal Postal Union )? Why did the US pull out of the UPU? Impact on the Chinese retailers, currently the major beneficiary of the UPU   ...

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...

Disruption in the candy market

Global confectionery market Changes in the market dynamics of the candy industry The future of candies   ‘Candy’ is an all-time favourite among most throughout the...

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...

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...