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Company and Industry Research: Finding Information for Business Planning

This presentation provides an overview of company and industry research, including how to analyze industry, customer, and competitor information. It also covers finding company and product descriptions, marketing plans, and financial data.

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Company and Industry Research: Finding Information for Business Planning

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  1. Company and Industry Research Beyond Davida Scharf, SoM Librarian Van Houten Library, NJIT Last updated Fall 2010 http://web.njit.edu/~scharf/mgmt-company.ppt

  2. Web Search Engines

  3. Academic research today usually requires using the library website AND the open web Library Web

  4. Agenda • Overview of company and industry research • NJIT Library and services

  5. Business Planning requires research • Industry, Customer and Competitor Analysis • Company and Product Description • Marketing Plan Where to begin?

  6. Research means you have questions! How are they doing? Any big news? big change in stock price? problem with products? major external events, technologies? bought or sold? government regulation change?

  7. Company and Industry Company Industry • Business description • Industry classification • Competitors and partners • Structure and ownership • Financial data (Historical, current and forecasted) • Stock information • Intellectual property • Legal information • News • Main players • Market size and share of market (Historical and forecasted) • SWOT analysis • Technology trends • Regulatory issues • Regional differences • Industry specific metrics

  8. Company info Where is it? • Company website • Company Profiles • SWOT analysis • News • Trade Magazines • Business description • Industry classification • Competitors and partners • Structure and ownership • Financial data (Historical, current and forecasted) • Stock information • Intellectual property • Legal information • News

  9. Company info Where is it? • Company website • Company Profiles • SWOT analysis • News • Trade Magazines • Govt / SEC, FDA, FCC • Investor resources • Business description • Industry classification • Competitors and partners • Structure and ownership • Financial data (Historical, current and forecasted) • Stock information • Intellectual property • Legal information • News (marketing, advertising, operations, strategy) TIP: Who needs to know this besides you?

  10. Sources of company information Company website / For investors Annual report and 10K News articles Specialized publications, collections, and search tools The U.S. government (SEC, FDA, EPA, etc.)

  11. A word about Corporate Websites BE AWARE OF THE PURPOSE / AUDIENCE

  12. A word about investment info

  13. Research Tools Type of Info • Company website • Company Profiles • SWOT analysis • News • Trade Magazines • Govt / SEC, FDA, FCC • Investor resources • Business Source Complete • Lexis-Nexis • USA.gov • Yahoo Finance, Investex • Mergent* TIP: Which tool indexes which types of sources?

  14. Where to get it?: Company • Lexis Nexis – ownership, history, key competitors, financial data back 5 years, limited analyst reports • Mergent* – ownership structure, competitors, history, industry surveys, financial data back 15 years • Edgarhttp://www.sec.gov/edgar.shtml- SEC filings • Business Source Complete – Datamonitor company reports and general business and trade publications • Investext* (Thomson) – analyst reports (forecasts) • Yahoo Finance or Reuters – stock prices • Company website/Industry Associations – could be biased view * Rutgers – no remote login – go to Dana Library

  15. Use Search tools Library portals to many databases (books & articles) Web Portals Online catalog Aggregators Library Databases Scholarly Journals Trade Journals Newspapers Directories Magazines Periodicals TEXT (articles, reports, books, reviews, etc.)

  16. Remote access for catalog and ILL Library website http://library.njit.edu Databases (search by company or topic) Search for books Get Help Request materials from other libraries

  17. Accessing Library Databases

  18. Popular Business Databases • Lexis Nexis • Business Source Complete • Academic Search Premier • Frost & Sullivan

  19. Lexis Nexis - Use “Company Dossier” linkfor company profiles To find a company profile use ‘Company Dossier’ search

  20. Parent and subsidiaries listed separately -choose wisely Tip: Often there is much less publicly available information for private companies.

  21. Securities and Exchange Commission Filings In LEXIS-NEXIS

  22. Securities and Exchange Commission Filings http://www.sec.gov/edgar.shtml Tips: Explanations of what is in the various SEC forms at EDGAR Look for “material events” like ‘notifications’ 8K

  23. Lexis Nexis: Full text newspapers, magazines and reports Environment: Country information

  24. Mergent Online (at Rutgers only) Industry classification

  25. Business Source Complete: Company Profiles (Datamonitor)

  26. Company report by DATAMONITOR

  27. Datamonitor: SWOT Analysis

  28. Datamonitor: Market Forecasts Source: Global Pharmaceuticals Market, Datamonitor, December 2007, accessed Via Business Source Premier,

  29. Business Source Complete: Company Search for news

  30. Mouseover for abstract

  31. Detailed record, full text, and citation Automatic citation

  32. Business Source Complete: Subject Thesaurus

  33. Business Source Complete: search for business concepts/functions Sort Get full text

  34. Boolean Search Strategies Video explanation at: http://www.youtube.com/watch?v=7tm-sDKCnO4

  35. Comparing your company to peers Financial data items (books, behind ResearchHelpDesk) • Industry Norms and Key Business Ratios. D&B. 14 key business ratios by industry • Annual Statement Studies - Industry Default Probabilities and Cash Flow Measures. RMA • Almanac of Business and Industrial Financial Ratios. Financial benchmarks by industry and size class Benchmarking stock price against an index • Yahoo Finance – components link lists indices that include company or look up ticker for index (Also: Compustat massages corp. data to benchmark financials in an industry)

  36. Industry info Where is it? Tip: Use many of the same tools • Main players • Market size and share of market (Historical and forecasted) • SWOT analysis • Technology trends • Regulatory issues • Regional differences • Industry specific metrics • Industry Association Website • Industry Profiles • Market Research Reports • Financial comparisons • SWOT analysis • News • Trade Magazines • Government data

  37. Frost & Sullivan On Frost.com you will find market and technical intelligence on specific industries and consulting and training services. The website www.frost.com/njitwithout PDF's for students The website www.frost.comwith PDF's for faculty, staff, and EDC with assigned Frost passwords Your professor may get you individual access passwords

  38. Frost & Sullivan: NJIT page

  39. Frost & Sullivan: Research Finder

  40. Frost & Sullivan: Browse industry categories

  41. Frost & Sullivan: Record

  42. U.S. Government Search Engine and Directory: FedStats www.fedstats.gov (or usa.gov)

  43. Country Specific Industry Profiles

  44. General Tips for Business Research Company • Public vs Private – tickers • Parent vs subsidiary – finding the right company Industry • Industry codes: SIC vs NAICS http://www.census.gov/epcd/www/naics.html • Geographies • Defining/segmenting the market • Meaningful metrics and measures vary by industry

  45. Potential Pitfalls Comparability/standardization of data is key • Reporting standards • Year ends • Reporting currency • Reporting frequency (annual vs. quarterly) • Scale (thousands vs millions)

  46. Or find specific periodicals by title Business week

  47. Electronic Journals Multiple ways to access

  48. Trade magazines: Library Archives of Automotive News

  49. Where to get it?: Industry Information Lexis Nexis – ownership, history, key competitors, financial data back 5 years, limited analyst reports Mergent* – ownership structure, competitors, history, industry surveys, financial data back 15 years S&P Industry Surveys (print) – good overview Business Source Complete – Datamonitor company and industry reports and business publications Investext* (Thomson) – analyst reports (forecasts) Yahoo Finance or Reuters – stock prices Industry Associations – could be biased view * Rutgers – no remote login – go to Dana Library

  50. A word about Trade Association Websites BE AWARE OF THE PURPOSE / AUDIENCE TIP: Use news or IPL to find trade associations:http://www.ipl.org/div/subject/index.html Issues, but consider bias

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