Though a good insightful industry analysis may not be easy to do,
but even a layman can leapfrog his knowledge in the industry pretty fast
(much like a steep learning curve).
To illustrate the point, imagine I am a layman (I really am) to the palm oil industry and
I know nothing about palm oil except the word "palm oil". :-)
You can try it out yourself to understand my point.
Let's start the "treasure hunt" using Wikipedia.
http://en.wikipedia.org/wiki/Palm_oil
From the Wikipedia’s external links only, we found:
1. Palm Oil HQ: (bingo, hourly updated palm oil industry news, CPO future prices, historical prices)
http://www.palmoilhq.com/
2. oil palm production, consumption, export, import: (bingo, can do supply/demand analysis, can know which are the big producers and users, industry concentration etc..)
http://www.indexmundi.com/en/commodities/agricultural/oil-palm/
3. Greenpeace report (bingo, we know one of the threats to palm oil industry)
From the Wikipedia’s references, we found industry associations like: MPOA, MPOB, MPOPC
search using Google:
1. MPOA (Malaysian Palm Oil Association)
http://www.mpoa.org.my/
which further leads us to RSPO (Roundtable on Sustainable Palm Oil)
2. MPOB (Malaysian Palm Oil Board)
http://mpob.gov.my/
which further leads us to more "links" from its links.
3. MPOPC (Malaysian Palm Oil Promotion Council)
which is showing dead link but found:
MPOC (Malaysian Palm Oil Council)
http://www.mpoc.org.my/main_ind.asp
This is a treasure of palm oil industry data.
Just wonder why the industry bodies are MPOA, MPOB, MPOC respectively, so funny :-)
RePEc in October 2024
1 week ago
Running Business basically relies on 2 factors: External and Internal. Global economy and makro situation (ie Appraisal, and trend) can affect the potential earnings of the company, but it is still subjective to the core fundamental of how the company is run (internal factor).
ReplyDeleteQ: In the boom of the glove industry, why did Topglove did better than the rest?
Thx again, Uncle Ho.
ReplyDeleteI saw this "Value Chain" model by Michael Porter.
http://www.isc.hbs.edu/pdf/20080603_SBSCA_HBS_ExecEd_Strategy.pdf
Do you think this framework is useful ?
what framework are you using to analyse ?