Blogs

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...

Digitization a Test of Dynamism for Printing Paper Companies

Backgrounder In our previous blog – ‘ Digitization of Content – a bane for the Paper Industry ’, Televisory brought out the decadal change within the operational environment of the paper industry, with respect to the printing and related segments. And highlighted in the conclusion that the companies continue to look for alternatives for survival. Exploring further with this background, we...

Key coffee growing nations – key operational criteria analysed

Coffee is one of the world's most traded commodities, this is second only to crude oil. Moreover, coffee exports alone account for a $20 billion industry and provide livelihood to nearly 25 million people in key coffee producing nations such as Brazil, Vietnam, Indonesia, and Colombia. There are primarily two varieties of coffee and their production in the contemporary world: Arabica and ...

Cotton growing nations and key operational analysis

The key cotton producing nations are China, India, United States and Pakistan. They roughly produce 37% of global cotton, with China and India contributing 67% and 25% respectively of the aforementioned 37% global cotton output. However,  undoubtedly North America was one of the largest producers, which produced 3,222 Mn Kgs of cotton, it has slowly and steadily given way to countries...

Gold mining, movement in gold prices and operating performance of gold players

In the midst of global economic uncertainty caused by several negative factors like Brexit vote, negative interest rates and lately the slowing of the US economy (in the second quarter of 2016). The so-called “safe-haven” the yellow metal is gaining lustre once again, given the inverse relationship between economic confidence and gold prices. All these new developments have pushed gold prices...

Big and small banks, is size, the key? Elucidated through key benchmarks

The banking industry has undergone a tremendous amount of change in the past 8 years as a result of the 2008 financial crisis. During this period, many small and large banks performed badly, several were bailed out and various others changed their business strategies and operating models. These steps were taken in order to accommodate cost saving measures and enforce stricter regulations....

Restaurant Business–The Story of Long-Term Survival

The Restaurant Industry plays a pivotal role in shaping today’s world economy. The food brings distinct cultures and communities together in a truly globalised environment. With over $780 bn of sales (2015), the industry provides employment to millions of people and is one of the largest private sector employer. Although the industry is marked by low barriers of entry, the restaurant...

Motor Vehicle Parts Manufacturing: key operational criteria that define survival

The motor vehicle parts manufacturers sustain operations based on a healthy demand, driven by sales of new automobiles and demand from the replacement market.  An efficient operator in this industry will need to be extremely focussed on its cost structure to sustain the multiple volatilities that are driven by automotive demands and changes in prices of key costs. The industry consumes a...

Retail industry: analysing performance in the face of on-line retail

The global e-commerce sales were USD 994.5 billion in 2015 and are forecast to be around USD 1,506 billion in 2018 (Source: Televisory's Research). The consumer trends and preferences are changing, but these are not going to lead to the death of brick and mortar stores in the near future.     Televisory carried out a research on global companies, in a number of industry...

Surviving Coal Mines - what operational parameters have changed for surviving coal mining industry with depressing financial results

A lot is happening in the coal mining industry of late, most of which is quite painful for the stakeholders involved. There have been mine closures, suspension of coal fired power plants, bankruptcies and layoffs, to name a few. The coal industry today is stricken with number of interlinked problems, all at once: price decline, overcapacity, continuous demand contraction, haunting...

Benchmarking Construction Industry in Developed and Developing World

The construction industry plays a vital role in the economic development of a country. It contributes approximately 10% to the GDP for the developed economies and more than 4% for the developing ones (data from UNCTAD Stats). While major challenges such as capitalization, availability of labour (skilled and unskilled), technological constraints, proper planning of project timelines, etc....

Power generation: changing landscape with fluctuations in fuel costs and challenges involved.

Dominance of Coal Historically, the power generation industry has been dominated by coal as a source of fuel. The fossil fuel fulfilled 1,520 Mtoe of the 3,292 Mtoe of additional global primary energy need from 2000 to 2012, or a little more than 46%. The Economic Impact Analysis (EIA) projects, that global electricity generation is likely to increase by 69% from 21.6 trillion kWh in 2012...

Toll road, success defined even before the operations begin?

Toll road (or a tollway or turnpike) is a public or private roadway that makes travel easier and more convenient for commuters. A fee (or toll) is charged from the road user to provide this facility. A low government budget, increased demand for roadways to resolve traffic congestion, both on major highways and large metropolitan cities has facilitated the need for tollways. Nowadays, a large...

Key operational success formula in Retail Industry

The average foot-traffic and the customer conversion ratio are primary operational parameters that drive the revenue of a retail outlet. A retail store in a prime location will yield higher revenue per square foot. However, a rented retail outlet in a prime locality may have a higher rent, this may even exceed the revenue at times. A high rental expense can erode the EBITDA margin of a retail...

Outsourcing in garment manufacturing.

  A road to profit shareholders. Outsourcing can be stated as a real life implementation of the "Comparative Advantage Theory", since outsourcing, earlier has never been considered as significant, as it is in today's globalised business world. The process of sourcing goods at cheaper rates from developing countries, primarily attribute to a low cost of labour. This existed...

Global steel industry-witnessing integration and specialization.

It is no more a surprise that the steel industry is going through a rough patch, driven primarily by skewed demand-supply ratio. Steel experts predict a continuous slow growth and lack of demand in the near future, owing to slow economic progress in major nations. Thereby, adding further pressure for the survival of most of the existing players.     To add to industry...

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 ...

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...

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,...

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...

Overview of Textiles Industry in India and Impact of Covid-19

  Overview of Infrastructure sector in India Current state and performance Outlook   Textile Industry is one of the largest contributors to the country’s exports...