Industry Analysis - using prospectus

Prospectus has a great amount of information. Any novice can learn a great amount from prospectus.

To illustrate the point,
let say we choose: Sime Darby (listed in Malaysia)
Sime Darby's prospectus


We can find information such as:

  • risk factors,
  • industry overview,
  • business,
  • information on substantial shareholders, directors, management,
  • financial information

Many are self-explanatory. Some pointers:
1. Pay particular attention to the risk factors
This "risk factor" is a very interesting section.
The company will honestly cover every angle to tell you what can go wrong with the company, as if trying to convince you not to buy shares of the company :-)
With this information, we will know what can affect the company’s performance in the future.
We can get information useful for Porter’s 5 forces analysis (briefly discussed in this post)

2. "Industry overview" and "business" sections. It may provide some data/insights by industry bodies to substantiate some statements. Note down the industry bodies so that we can go to them directly for data in the future.

3. "Information on substantial shareholders, directors, management" is useful to analyse on corporate governance and quality of management.

2 comments:

  1. Take note:
    Understanding how the business is being run, is DIFFERENT from knowing how the business is being operated.

    It takes minutes to know what the company is doing, but it takes years to know how the company is making profit.

    Porter's analysis is good, but it depends on how well you are making your analysis.

    ReplyDelete
  2. Thx again, Uncle Ho.

    which framework do you use to analyse "how the company is making profit" ?

    I am using:
    Michael Porter's generic competitive strategy:
    cost, differentiation, cost focus, differentiation focus..

    "Porter's analysis is good, but it depends on how well you are making your analysis."
    Totally agreed, I still haven't mastered it. Still a long way to go..

    ReplyDelete

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Disclaimer:
The opinion post on this blog is personal and is not an inducement to buy or sell any investment products. The author of this blog will NOT be held responsible for any losses incurred due to the reliance on any content of this blog for investment decisions.