Marketshare
September 7, 2010
Applied Materials which was the 800 lb Gorilla in the a-Si Thin Film Equipment raking in Billions of Dollars in Orders from established Solar Leaders like Q-Cells and Suntech also found itself in trouble.With its SunFab Division leading Millions of Dollars and fast losing its economic viability,AMAT was forced to conduct Euthanisia.Its customers like SunFilm,Moser Baer,Suntech also have pretty much shut down their factories writing off large investments.However Oerlikon is not giving up like AMAT
August 17, 2010
The stock might offer some short term profits for high risk traders on a dead cat bounce,but it is definitely not a fundamental pick.Unless the company really makes significant progress on the revenue and orders front,it is not a buy in my book.
August 16, 2010
China has come under a lot of criticism recently from conglomerates like GE and Siemens over discrimination being practised against non-Chinese companies.Massive implicit and explicit subsidies are bolstering Chinese companies against the Western ones as the government pushes the creation of National Champions in Green Technology.Through clever use of regulations and subsidies,Chinese companies are even challenging Western and Japanese companies in their own turf.
August 12, 2010
While L&T and BHEL,the two Largest Capital Equipment Companies have won a lot of orders,the sheer scale of Demand requires Huge Imports as well.Low cost Chinese equipment providers like Shanghai Electric and Dongfang Electric have won almost half of the power equipment orders raising concerns amongst the Indian administrators.The relations between the 2 countries has always been testy with a major war being fought in 1962.Recently India banned Chinese telecom equipment providers Huawei and ZTE over Security Concerns.
August 6, 2010
President Obama has said that USA expects to capture 40% global marketshare of the EV/Battery Industry by 2015.This claim is predicated on the Massive Subsidies that […]
August 2, 2010
The FMCG industry in India is currently trading mostly in the 25-35x range so the company is pricing itself at 25x which makes sense considering that it is a small company with just 1 product.The success of its new products is still open to question and most of the money will be spent of promoting these products.At 25x,the company is not leaving much on the table for investors considering that its new product ventures are risky considering the strong competition in the Indian FMCG market.Though the stock is much better than the junk being offering in the Indian market,I would still give this IPO a miss as their are better options available in the Indian FMCG sector
July 29, 2010
Suzuki which is a global Tier 2 automaker is the biggest automobile company in India through its Indian subsidiary Maruti.The company which was formed in the […]
July 22, 2010
Huawei and ZTE,the two Chinese telecom equipment makers keep making headlines for all the wrong reasons.These 2 firms have won over a large amount of marketshare […]
July 20, 2010
ABB, the European Giant which was formed by merger of Asea and Brown Boveri in 1989 is increasing its lead in the Smart Grid Industry.The company […]
July 19, 2010
India’s Telecom market is one of the biggest and fastest growing in the world.With almost 20 million handsets sold in a month,it is one of the […]
July 17, 2010
Mitsubishi Heavy Industries , the massive Japanese Conglomerate is looking to overseas market for growing its Wind Energy Division.Mitsubishi like other Japanese companies are looking towards […]
July 14, 2010
Nokia is a company under siege from multiple forces.On the global stage,it is fasting losing brand value,marketshare and profits under competition from Technology Giants Google and […]
July 13, 2010
China's protests over India's Blacklisting of Chinese Telecom Equipment companies seems hypocritical
Huawei and ZTE in the center of the storm Huawei and ZTE have been embroiled in a major controversy over India’s security concerns over using Chinese […]
July 5, 2010
China increasingly difficult for Foreign Companies to Operate in China is becoming an increasingly difficult place for foreign companies to operate in.GE CEO Jeffrey Immelt voiced […]
July 2, 2010
Sharp,the Japanese Zaibatsu known more for its Electronics Products is also the world’s No 1 Company in terms Solar Module Revenues.Sharp has been the solar world […]
June 24, 2010
Start of Google and Apple Rivalry The Google Apple Rivalry promises to one of the Greatest in Technology History with both of these iconic companies fighting […]
June 23, 2010
I had previously written about how Nokia’s Indian marketshare was being eroded by the advent of local Indian players.This was very concerning as Nokia had at […]
June 17, 2010
Technology Wars has broken out between 5-10 Global Technology Giants as they fight it out on multiple fronts as the whole Industry sees rapid Consolidation.Smartphones is […]
June 13, 2010
Indian Telecom Opertors Cup of Woes Indian Telecom Operators have seen Bad News hitting them one by one in a unrelenting way for the past one […]
May 16, 2010
Nokia is already losing the smartphone wars to Apple and Google in the developed markets.So the low end segment is where it is relatively insulated from […]
May 12, 2010
Apple,Google,and Amazon which earlier used to compete in separate technology segments are now competing head to head with each other in Smartphones,Digital Ebooks,SAAS,Music Players etc. You […]
May 11, 2010
India’s Telecom Market is a unique market in a lot of ways.The differences are Second Largest Potential Market in the World Cheapest Rentals in the World […]
May 11, 2010
Nokia has been losing the smartphone wars to RIMM,Apple and Google . Despite having a long history,R&D and supply chain in the mobile handset market,it has […]
May 7, 2010
Nokia has been losing marketshare,brand appeal and pricing power in the mobile phone market since it reached its peak with Motorola self destructing.After that it has […]
May 7, 2010
Toshiba today forecast that its profits would double due mainly to its NAND operations. In 2007 and 2008 , memory makers across the world saw their […]
May 6, 2010
Nokia’s trajectory has been going downhill from the peak reached when Motorola nearly self destructed. Now it looks that Nokia is following the same path as […]
May 5, 2010
As I was writing in my earlier post , consolidation in the technology market is creating Technology Behemoths competing in large parts of the technology spectrum.Microsoft […]
May 1, 2010
Nokia which is the undisputed king of the Indian market is facing not only increased competition in the high end space from smartphones by Apple,RIMM,Google and […]