The Current Analysis of the
Target Company |
|
Volume 1
400 pages |
 |
| |
|
|
The CURRENT ANALYSIS is designed to provide the normal type of financial
data plus additional financial & operating data which is not normally available
from published accounts.
The report provides coverage of all the Major Products &
Markets (supplied and serviced by the Target Company) which are perceived to be the most
important areas for the Company in the Medium and Long Term. |
BASIC COMPANY DATA
FINANCIAL DATA: 90 pages of Financial + Accounts Data.
OPERATIONAL DATA: Operating Finances, Margins + Costs.
THE MARKET: The Total Market by Country, by State or Region, by Year
to 2016.
MARKET CONSUMPTION: 90-100 pages of Market Consumption & Market Trend figures
are given by EACH COUNTRY, STATE, REGION by EACH INDUSTRY, PRODUCT Group and/or MARKET
Sector by YEAR to 2016. PRODUCT PROFILES: Product Profiles for Each product by
country by year to 2016.
Market coverage is designed to encompass not only the existing markets for the Company
products, but also areas of market expansion, product segmentation, parallel markets, et
al. By the same token the data excludes those market areas or sectors which are
unavailable to the Company for whatever technical or commercial reasons.
PRODUCT MARKETING: Sales & Selling; Distribution + Handling; Advertising;
After-Sales; Marketing
MARKETING: Sales & Selling Costs; Distribution + Handling Costs; Advertising
Costs; After-Sales Costs; Total Marketing Costs.
CUSTOMERS + SUPPLIERS + INDUSTRY: by Regions, Cities & Towns.
PRODUCT INDUSTRIES: New Technology, Production, Process Investments; P&E in
Use; P&E Investments.
PRODUCT INDUSTRY FINANCES: Profits/ Total Assets; Profit/ Sales; Sales/ Total
Assets; Profit/ Capital Employed; Sales/ Employee; Capital Employed/ Employee; Profit/
Employee; Remuneration/ Employee; Sales/ Payroll; Sales/ Stock; Current Ratio; Credit
periods.
INDUSTRY: Technology + Process Investments;
P & E
in Use + Investments.
One main benefit is derived from the data given in
respect of information gained from the Customers, Distribution Network and Suppliers of
the Company. This research provides much insight into the Company and is invaluable if the
reader is seeking to forecast the future of the Company, rather than just analyse the
past.
|
|
VOLUME 1.1 |
INTRODUCTION
|
|
VOLUME 1.2 |
TARGET COMPANY
BASIC DATA
KEY PERSONNEL: Chief Executive, Sales Director, Marketing Director, Export
Director, Marketing Manager, Export Manager, Technical Director, Technical Manager,
Chairman & other Directors.
Mainline product / service. Product / services provided.
Bankers. Year established. Current employees. Issued capital. Shareholders. Last published
turnover. Subsidiaries. Associated companies. Companies represented. Agencies.
Physical
processing locations. Capital investment. Advertising expenditure. Advertising media.
Advertising posture. Sales promotion activity. Method of selling. Distribution.
Distribution network. Use of distribution channels.
|
|
VOLUME 1.3
Data (previous 3 to 5 years) for the Company. |
TARGET COMPANY
HISTORIC FINANCIAL + OPERATIONAL DATA
Total Sales; Domestic Sales; Exports; Pre-tax Profit; Interest Paid; Non-trading
Income; Operating Profit; Depreciation; Trading Profit; Fixed Assets; Intangible Assets;
Intermediate Assets; Total Fixed Assets; Stocks; Debtors; Other Current Assets; Total
Current Assets; Total Assets; Creditors; Short Term Loans; Other Current Liabilities;
Total Current Liabilities; Net Assets; Shareholders' Funds; Long Term Loans; Other Long
Term Liabilities; Capital Employed; Directors' Remunerations; Employees' Remunerations;
Total Employees.
New Technology Expenditure; New Physical Process Technology Expenditure; Total Research
& Development Expenditure; Plant & Equipment in Use within the range 0-3 years;
Plant & Equipment in Use within the range 3-6 years; Plant & Equipment in Use
within the range 6-9 years; Plant & Equipment in Use over 9 years old; Plant &
Equipment Investment greater than Depreciation; Plant & Equipment Investment Less than
Depreciation; Capital Expenditure on Plant & Equipment; Capital Expenditure on
Structures; Capital Expenditure on other Items.
Return on Capital; Return on Assets; Return on Shareholders' Funds; Pre-tax Profit
Margins; Operating Profit Margin; Trading Profit Margin; Assets Utilization; Sales as a
ratio of Fixed Assets; Stock Turnover; Credit Period; Creditors' Ratio; Working
Capital/Sales; Current Ratio; Quick Ratio; Borrowing Ratio; Equity Ratio; Income Gearing;
Total Debt as a ratio of Working Capital; Debt Gearing Ratio; Average Remuneration; Profit
per Employee; Sales per Employee; Remunerations/Sales; Fixed Assets per Employee; Capital
Employed per Employee; Total Assets per Employee; Exports/Sales; Materials/Energy Costs;
Payroll Costs; Total Process Costs; Sales Costs; Distribution & Handling Costs;
Advertising Costs; After-Sales Costs; Total Marketing Costs; Added Value.
Capacity Utilization as a measure of Standard Capacity; Relative output of Products of a
Superior Quality as a % of the Total; Product Pricing as a % of the Market Average; New
Products as a % of the Total Output; Index of Comparative Salesforce & Selling
Expenditure; Index of Comparative Advertising Expenditure; Index of Comparative General
Promotional Expenditure; Wholesale Customers; End User Customers; OEM & Commercial
Customers; Consumer & End User Customers; Governmental Customers; Non-Specific
Customers.
|
|
VOLUME 1.4
There are four basic issues to investigate when
considering the market environment for the Company.
Further Market data is of course available as part of the After-Sales and
Hot-Line Service.
|
THE MARKET ENVIRONMENT FOR THE TARGET COMPANY
Market Growth (both short-term & medium term) by each Product & Market Area is
fully analysed in Volumes 2 & 3. The historic market data is presented in Volume 1.
The Market Structure for Company products is very critical for profitability. The nature
of the market, the location of the Market-Place, the customer base and the supplier
structure is fully covered in Volumes 1, 2 and 3.
Market/s Serviced is the term used to denote the function between the product/s and
services offered by the Company and the particular market sector the marketing effort
reaches.
BASIS OF MARKET COVERAGE The report provides coverage of all the Major Products and
Markets supplied and serviced by the Company. The reported Target Company Markets are
those which are perceived to be the most important area for the Company in the Medium and
Long Term.
In that this report is conceived as a Tactical and Strategic document it is felt important
to concentrate only on those markets which represent the corner-stone of Company customer
bases and not become involved in any peripheral activities of the Company.
|
|
VOLUME 1.4.1 |
MARKET
SUMMARY
The Market Summary section consists of a historic and forecast breakdown giving
data for Company Domestic Markets plus 14 other markets within the trade cell, for each
year from 1997-2016.
COMPANY PRODUCT MARKET SUMMARY: Market Data & Financial figures are given:-
by EACH COUNTRY / STATE
by EACH PRODUCT Group
and/or MARKET Sector
by YEAR 1997 to 2016
plus FINANCIAL data and forecasts
|
|
VOLUME 1.4.2 |
PRODUCT
MARKET DATA
The Market section consists of a historic and forecast breakdown giving data for
each year from 1997 to 2016.
COMPANY PRODUCT MARKET CONSUMPTION:
Market Consumption and Market Trend figures are given:-
by EACH COUNTRY / STATE / REGION
by
EACH PRODUCT Group
and/or MARKET Sector
by YEAR 1997 to
2016
|
|
VOLUME 1.4.3 |
MARKET
SECTORS
The Market Sector section consists of a historic and forecast breakdown giving data
for Company Domestic Markets plus 14 other markets within the trade cell, for each year
from 1997 to 2016.
MARKET SECTORS: Market Sector figures are given:-
by EACH COUNTRY / STATE
by EACH MARKET Sector
by YEAR 1997 to 2016
|
|
VOLUME 1.4.4 |
PRODUCT
PROFILES
The Product Profile section consists of a historic and forecast breakdown giving
data for each Product covered in the report. Data is given for Company Domestic Markets
plus 14 other markets within the trade cell.
COMPANY PRODUCT PROFILES:
Product Data & Financial figures are given:-
by EACH COUNTRY / STATE
by EACH PRODUCT Group
by YEAR
1997 to 2016
plus FINANCIAL PRODUCT data & forecasts
PRODUCT DATA:
Structure: Concentration: Immediate Customer Base Profile: Employment: Cost
Structure: Inventory Structure: Capital Expenditure Structure: Industry Finances.
|
|
VOLUME 1.5.1 |
CUSTOMERS
Figures for Products are given:-
by EACH COUNTRY / STATE / REGION & CITY.
The data is given on a map of each country or state.
THE CUSTOMER BASE:
This section provides a guide to the distribution of the End Users in each market.
The data given is primarily intended for use when planning sales and distribution coverage
and for other promotional activities; to allow the formulation of salesforce and
distribution tactics whereby salesmen, distributors, service and distribution depots,
after-sales services, et cetera can be most effectively sited to ensure optimum coverage
of the customer base.
|
|
VOLUME 1.5.2 |
DISTRIBUTION
Figures for Products are given:-
by EACH COUNTRY / STATE / REGION & CITY.
The data is given on a map of each country or state.
COMPANY PRODUCT DISTRIBUTION:
The Surveys of Suppliers and Distribution Channels reveal the geographic
distribution channels for products. In markets where the Distribution Channels are
radically at variance with the Distribution of the Customer Base, there are obviously
logistic problems in the supply and servicing of the customers; and this may represent an
opportunity for companies entering that particular national market to provide a superior
service and thereby gain market share. It is thus possible to analyse the distribution of
the Customer Base (being the Market) and the distribution of the existing suppliers in
order to evaluate whether or not customers are receiving adequate service or product
distribution.
KEY SERVICE CITIES:
Within each of the countries covered there are certain Key Service Cities which are
vital to the distribution and servicing of the Product Market or Industry. The maps give
these KEY SERVICE CITIES which are ranked according to their relative importance in the
country concerned. Any company in the market or wishing to enter the various national
markets should consider the establishment of sales and distribution in relation to these
KEY SERVICE CITIES as they reflect the potential regional market logistics for Products.
|
|
VOLUME
1.5.3 |
INDUSTRY
EMPLOYMENT
Figures for Products are given:-
by EACH COUNTRY / STATE / REGION & CITY.
The data is given on a map of each country or state.
PRODUCT INDUSTRY & EMPLOYMENT:
The maps in this section give the percentages of total employees involved in the
Product Industry in each of the regions or districts of the countries covered. The data
given covers manufacturing, production, marketing & distribution channel
employees.
|
|
VOLUME 1.6.1 |
INDUSTRY
FINANCIAL PERFORMANCE
Figures for Products are given:-
by EACH COUNTRY / STATE / REGION
by YEAR.
PROFITS BEFORE TAX: Net profits including investment income receivable,
excluding all deductions, interest & expenses.
PROFITABILITY: Profit before tax as a % of total assets.
PROFIT MARGIN: Profit before tax as a percentage of sales.
RETURN ON CAPITAL: Profit before tax expressed as a percentage of capital
employed.
LIQUIDITY: Current Ratio: current assets expressed as a ratio of current
liabilities.
STOCK TURNOVER: Sales divided by stocks. The number of times stocks are
turned over in a year.
CREDIT PERIOD: Debtors divided by sales, multiplied by 365. The average
number of days taken before accounts are paid.
CURRENT LIABILITIES: Creditors, loans & bills payable, bank
overdrafts, tax due & other current liabilities.
SALES: Gross turnover including exports & inter-company sales.
TOTAL ASSETS: Fixed Assets at written down value, investments, current
assets & an allocation for goodwill.
CURRENT ASSETS: Debtors, cash, stocks at balance sheet evaluation,
quoted investments & other current assets.
CAPITAL EMPLOYED: Total Assets less Current Liabilities.
CAPITAL USAGE: Sales expressed as a ratio of total assets.
SALES PER EMPLOYEE: Sales divided by the number of employees. Includes short-time
staff & part-time staff.
CAPITAL EMPLOYED PER EMPLOYEE: Capital employed divided by the number of employees.
PROFIT PER EMPLOYEE: Profit before tax divided by the number of employees.
AVERAGE REMUNERATION PER EMPLOYEE: Total employee remuneration divided by the number
of employees.
SALES PER UNIT OF EMPLOYEE REMUNERATION: The ratio of sales to the wages bill.
CAPITAL EMPLOYED PER UNIT OF EMPLOYEE REMUNERATION: The ratio of capital employed to
Wages.
|
|
VOLUME 1.6.2 |
INDUSTRY
PROCESSES
Figures for Products are given:-
by EACH COUNTRY / STATE / REGION
by YEAR.
PRODUCT INDUSTRY STRUCTURE: New technology investments. New production & process investments. Plant &
equipment in use: less than 3 years. Plant & equipment in use: 3 - 6 years. Plant
& equipment in use: 6 - 9 years. Plant & equipment in use: over 9 years. Plant
& equipment investments: less than depreciation. Plant & equipment investments:
equal to depreciation. Plant & equipment investments: greater than depreciation.
NEW TECHNOLOGY INVESTMENT: The figures given represent investment in Research & Development into New
Technology, Product Technology (in terms of both Products & Services) and other
applications of Technology used in the Product industry. The term 'Technology' denotes
Technology, Techniques, Improvements, Substitutions and other factors applied to the
Product or Services offered by the Product industry.
PRODUCTION TECHNOLOGY INVESTMENT: The term 'Production Technology' denotes Technologies, Techniques, Processes,
Automation, Mechanics, et cetera which are applied to the process, production or other
operations (manufacturing, marketing or distribution) of the Product industry.
INDUSTRY CONCENTRATION: The largest 4 companies; the largest 8 companies; the largest 20 companies; the
largest 50 companies
INDUSTRY IMMEDIATE CUSTOMER BASE PROFILE: Wholesale establishments; retail outlets; manufacturers & OEM buyers;
government; other immediate customers.
INDUSTRY EMPLOYMENT: Total average Employment.
INDUSTRY COST STRUCTURE: Payroll; materials; value added.
INVENTORY STRUCTURE: Total inventory; finished products; work in progress; materials.
INDUSTRY CAPITAL EXPENDITURE STRUCTURE: Total capital expenditure; plant & equipment; buildings & structures: other
expenditure.
|
|
