Market Intelligence for All (全てにおける市場戦略情報)
Profitstrail.com is a ground-breaking platform that provides businesses, entrepreneurs and individuals with market intelligence to make better strategic decisions. With more than 1,000 market, sector and industry models, built up from up-to-date data on major companies from more than 25 countries (whose combined GDP represents more than 80% of the world’s GDP), it is now possible to cut through the noise and identify markets, sectors, industries and even companies that are outperforming others in an ever more globalized and integrated world. The charts are based on frameworks from the book “Picking Winners – Making Data-Driven Investment Decisions”, 2015.
Profitstrail.com also provides users a unique platform to build their own market models from which they can benchmark and assess their business against the best in class in the world, seek out new market opportunities and partnerships, plan their business strategies, develop new products and services, and many more.
Profitstrail.com market is updated weekly and our market models are always updated to reflect our dynamic world.
Profitstrail.comは、より良い戦略的な決定をするために企業、起業家および個人の方に、市場戦略情報を提供する草分け的な存在です。 1000以上の市場、セクターや産業モデルで、（その組み合わせのGDPが世界のGDPの80%以上を表す）25カ国以上から大手企業に関する最新 のデータから構築されています。 ノイズを削除し、常にグローバル化され統合した世界の中で他を上回っている企業さえ、市場、セクター、産業を特定することができました。 このチャートは、書籍「データ駆動型投資決定を作る勝者を選ぶ」のフレームワークに基づいています。
Using market, sector and industry models build up from companies fundamentals, profitstrail.com is a market intelligence platform that helps companies, start-ups and individuals to:
Seek out and identify the best performing markets, sectors and industries.
Benchmark businesses with each other within or across markets, sectors and industries.
Identify businesses with strong fundamentals and potential growth.
Make strategic decisions and plans with updated information.
Track the performance of markets, sectors, industries and individual businesses across time.
See what are the latest news and updates
ProfitsTrail.com will be launched on 3rd January 2016.
Posted: 31st Dec 2015
Concepts and theories behind the charts are illustrated in the book "Picking Winners". Available from the bookstores.
Posted: 7th Oct 2015
Why as individual investors, should we be concern with what goes on with companies across and around the globe?
Businesses today are highly interconnected through globalization, technology and relationships. What this means is that the impact of decisions and events of companies from one part of the world can have a downstream effect on a company from another. It also suggests that this impact in one sector or industry can impact another company in another sector or industry. We only need to look at how the Internet (Technology Sector, Information Technology Industry) has impacted retail companies (Services Sector, Retail Industry) around the world. [Read more]
Posted: 7th Oct 2015
Value Creation at the Country Level
The following charts were developed as a tool to help answer the question of where can we expect the next growth area or region to be? By looking at a country’s competitiveness and its ability to create value, we are in a better position to identify areas of potential opportunity. [Read more]
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ProfitsTrail.comTM is market intelligence portal designed and developed by a team with more than six decades of experience in Knowledge Management, Business Intelligence and Big Data concepts, Venture Investing, Running Businesses, Finance and Economics. Using the latest in web portal design and development, the result is simply Knowledge For Everyone. ProfitsTrail.comTM is not an advisory site, i.e. we do not give investment or non-investment advise. Neither do we claim to be experts in the field. Our main objective is to provide market intelligence that might be useful for decision making.
To understand more about this Portal, look through the following topics individually (click on the hyperlink to jump to the relevant sector) or read this document in its entirety:
Practically anyone can benefit from the insights and tools on ProfitsTrail.comTM. How you derive the benefits will depend on the individuals. For example:
The two main frameworks – Profitability Frontier (PF)TM and Ability-Capability Assessment Model (ACAM)TM – used in this portal can be found in the book “Picking Winners – Making Data-Driven Investment Decisions” by Tay, published by Marshall Cavendish, 2015.
The PFTM and ACAMTM frameworks is used to build up market, sector and industry models for analyses. The models are built up by utilizing three pieces of information found in the balance sheet and profit & loss accounts of a firm – the total revenue, net profit/loss and total equity. The PFTM and ACAMTM provides short, medium and long-term views of the market, sector and industry. And because it is built-up from firm-level information, one is able to access firm-level performances as well. By using the number of employees as a normalizing factor, we can compare markets, sectors and industries against each other.
There are several concepts at work within the market models. For example, a firm’s performance is measured by the value it creates, i.e. the profit it makes and not simply by its revenue. Value generation is an important metric as the retained earnings, i.e. profits ploughed back into the business, ends up as part of a firm’s total equity. The ability to generate profits (or value) is directly attributable to those managing the business and the business environment it operates in. Where ability to make profits is the “qualitative” measure, the amount of profits made reflects the efficiency and productivity of the firm or the “quantitative” measure associated with a firm’s performance. Where the profit is a measure of “Ability”, the total equity is a measure of its “Capabilities”. Capability at the firm-level is, more often than not, reflected in its medium-longer term strategies. For example, acquisition of another company so as to build core competencies, gain intellectual property, increase customer base, etc. Some actions are defensive whilst others are proactive in nature. Investing in research and development can be considered proactive, whilst acquiring a company can be considered defensive. Regardless of which, they both require a considerable amount of capital and that is reflected in the firm’s balance sheet under total equity.
The approach to analyzing the market, sector, industry or firm is quite simple – if it is able to perform better than
the rest against whatever metric used, then it is a good or even great company. The frameworks and concepts mentioned
uses four metrics to gauge the performance of a company. They are (1) Year-on-Year change in Net Profit, (2) Year-on-Year
change in Revenues, (3) Net Profit per Employee and (4) Total Equity per Employee. The PFTM uses metrics (1) and
(2) whilst ACAMTM uses metrics (3) and (4). By segregating the companies in the models by the median (of all
companies, industries, sectors and markets), we get four quadrants where companies will fall into. Thus, the top right quadrant
(Q1) is the place to be or look to for companies that are best-in-class. The companies do move in and out of each quadrant and
this can be observed by analyzing the companies over time.
[For more information about the Charts and How to Use them, Click on the tabs found on the Charting Area.]
What is perhaps more interesting to note are those companies that fall in the 75th and 90th percentile of each metric measure. (You can see these by checking the box on the 75th and 90th percentile buttons in the charts.) The overlay identifies the best-in-class companies (these are corresponding highlighted in the list of companies (on the control panel on the right of the charting canvas).
To create the charts, we took the approach of curating through research data on more than 1,500 companies. These companies are the mainly those that form the component indices of the stock markets of the 25+ countries selected. These 25+ countries account for more than 80% of the world’s annual GDP. The companies also represent 10 main sector and more than 95 industrial classifications. As we are only using public and reported information from public-listed firms, we can assume corporate governance and fair practices in their reported data.
The portal has been designed to give users direct access to different points of view of markets, sectors and industries. By choosing the “Charts” from the menu bar, you can choose “Market View”, “Sector View” or “Industry View”. Within each of these, you can drill down to “Regions” and “Countries” to get deeper insights. And because of this multi-viewpoint design, your starting point will depend on what you the user want to use the portal for at any particular point in time. We have identified four actionable decisions with starting suggestions at the home page, and they are:
The portal provides many value-added functionalities for both individuals and business. These include:
Here are a few of the unique insights and features that you can get from the charts and functions.