Blogs

Games and toys, not any more child’s play

The leading toy brands The cost of sales and what forms the major chunk of this cost? How Lego Group managed its cost of sales?   The 21 st century has seen a tremendous transformation in the gaming and toys industry as compared to the developments in the 19 th and 20 th centuries, gradually shifting its focus to achieve technological sophistication. Hence,...

Programmatic buying, the future of advertising

Is programmatic buying the future of advertising? How mobile advertising gained prominence? Marketing agenda ‘mobile first to the only mobile Although still in its initial stages, why programmatic media buying and selling is extremely significant   The global advertising revenue in 2015 was $494.2 billion and is reported to be around $532 billion (Source: IHS...

Beer, pubs and pubcos in the United Kingdom

Why there has been a decline in the pub industry? Why beer is most affected? Did tax play a role?   The pubs in the United Kingdom are termed as ‘the heart of England’. The bars in the nation serve drinks as a part of an establishment such as hotels, restaurants, universities, etc. or independently as wine bars, style bars, private membership bars, etc. However,...

The reasons for the success of Sponge Iron Industry in India

Why EAF contribute more than half of the crude steel production? Scrap iron vs. Sponge iron. The coal based Sponge iron plants in India. What 2017 holds in terms of steel demand in India?   Iron and steel form the backbone of global infrastructure. Roads, railways, bridges, airports, industrial plants, buildings, automobiles, etc. use steel and allied...

Does size matter? Benchmarking life insurance industry in China

Life insurance market in the most populous nation, challenges and scope for growth. The three major life insurance firms in China. How Chinese regulations are affecting the industry and its players? Digitisation and Chinese life insurance firms.   The life insurance market in China is the fourth largest in the world. Secondly, the Gross Written Premium (GWP)...

Credit rating industry, success factor in an oligopolistic market

Credit rating agencies provide an independent assessment to securities or issuers. The market for the industry is humongous with nearly $82,000 billion worth of debt securities issued in Q3 2016 as per the BIS (Bank for International Settlements). The industry is poised to grow due to more regulatory pressure, high borrowing cost for an unrated security and worldwide acceptance of a rated...

Benchmarking commercial real estate, self-storage developers

According to the survey by the Self-Storage Association of the United States, one out of every 10 households rents a self-storage unit. A high mobility rate, the retirement of baby boomers, increasing demand for rented apartments over full-fledged houses (including attic and garage) are the prominent factors which are driving the demand for self-storage facilities. Additionally, the factors...

The downfall of PC manufacturers

The world over PC shipments has been witnessing an incessant decline since 2011. This can be attributed to several factors including the rise of smartphones and tablets, non-replacement of ageing PCs by users and no drastic changes in versions of PC models to attract buyers leading to a decline in PCs per household in developed nations. In addition, revenues in the PC industry are also...

Breaking down Rental Yield of Shopping Centre Developers and understanding company performance

A commercial real estate developer’s portfolio is considered successful if it has a strong rental yield. This regularly produces high rental income with perennial demand for space in an area or province. Furthermore, the aspects such as maintenance and upkeep costs, occupancy rate, market value of the portfolio, types of tenants, lease expiration profile, tenant cost of occupancy (rent per sq....

The transformation of music and movie retail and rental stores

Technology has changed the way several businesses operate. This disrupted certain industries and changed business models. Thus, businesses had no choice but to adapt to the transformation in order to survive, which in turn changed customer preferences. For instance, since the introduction of mobile phones, pagers became obsolete. Likewise, DVDs and CDs rapidly faded away with the onset of...

Global movie theatre operators, present scenario and analysis

Going for a movie is a convenient and affordable form of out-of-home entertainment as compared to other alternatives of entertainment such as theme parks, concerts and sporting events. However, in the past few years with the increase in the internet penetration, especially in the developing economies and use of smartphones has led to the surge in demand for online digital content. The...

Islamic vs. conventional banks in the GCC

Islamic banking has gained a lot of significance in the past decade owing to its immense growth potential. This banking model is expected to fuel dampened growth in conventional banks. Islamic banks (IB) offer products similar to conventional banks (CB), but with a slightly different concept. These are prohibited from charging interest ( riba ) since in Islam money cannot be treated as a...

An analysis of retail sector in New Zealand

New Zealand is a geographically small nation with an area of 268,021 square kilometres and a total population of 4.6 million. It is a sparsely populated country with a population density of 17 persons per square kilometre. The population of New Zealand has increased at a small CAGR of 1.1% from 3.73 million (1996) to 4.6 million (2016). Although it is sparsely populated, it is a high-income...

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 markets. Moreover, in terms of volume, sales are expected to reach 2.5 billion units by 2020, this will be propelled by an increase in automobile manufacturing. The automobile market, in turn, is...

A study of moissanite jewellery industry and its global market

Moissanite is used as an alternative to diamond jewellery. It is regarded at par with the diamond when compared on the basis of quality and physical properties. Moreover, moissanite glitter more than diamond due to a higher refractive index and is as hard as diamond. A layman may barely distinguish between the two and mostly a distinction can be drawn through a laboratory test. However, the...

Animal feed manufacturing, regional factors continue to drive the industry

Animal feed is food for domesticated animals generally raised for milk, egg and meat. The global animal feed industry was estimated to be around $460 billion in 2016.  The animal feed industry has experienced a healthy growth in the past 5 years, riding on the back of an increase in animal products consumption globally. The Y-O-Y rise in animal products consumption can be attributed to...

US auto finance Industry, the cut-throat world of captive OEM financiers

The auto sales in the US grew at a CAGR of 7% between Sep. 2011 to Sep. 2016. In the same period, auto loan balance grew at a CAGR of 7.7%. The captive OEMs increased their share of retail loans on the back of subvention programs supported by their parent companies. The captive OEMs had the second highest share of total loan balance amounting nearly $250 billion in 2015. Televisory...

Professional soccer clubs, an analysis of key operational parameters

Football aka soccer is the most played and watched sport in the world, with an estimated 3.5 billion viewers or fans. The sport is played by nearly 250 million players, in over 200 countries, in numerous domestic and international matches, making it the world's most popular game. Soccer players are treated as celebrities and statistically, they are the richest sportspersons on globe owing...

Asia the emerging saviour for glass packaging

Summary The glass packaging industry has undergone a complete transformation in the past decade. The changes were marked by low demand growth due to the replacement of glass as a medium, the incremental demand being led by the non-traditional end-use and most importantly, regional displacement of demand. Although the growth of glass packaging at 0.8% was the lowest in the packaging...

Pressures faced by legacy carriers

Global air travel has immensely grown over the past decade and there are signs of continued expansion. The air connectivity was positively impacted by the increased growth of Middle East hub carriers. The International Air Transport Association (IATA) reported that revenues increased to the US $746 billion (2014) from the US $369 billion (2004).  Thus, besides competition within...

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...

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...

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...

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...

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...

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?   ...

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...

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...

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,...

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...

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...

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...

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...

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...

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...

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...

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...

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...