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Analysis of Commerce Sector in Thailand

Autor:   •  March 15, 2018  •  2,991 Words (12 Pages)  •  773 Views

Page 1 of 12

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ECONOMICAL

- Taxation specific to products, which increase specific product prices - prices increases reduce the product sales [18]

- Market trends, such as which product is popular at the time

- Economy trends, such as GDP growth -- increase in GDP increases the retails sales and profits [19]

- Economy trends, such as unemployment rate -- decrease in unemployment rate increases the retails sales and profits [20]

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- Exchange rate, such as Thai Baht vs. USD -- Thai baht strengthening makes import cheaper, and positively impact the retail sales [21]

- Minimum wage policy of 300Baht -- higher wages lead to higher retail sales [22]

Item

Sales

Profit

Cash flow

Increase Taxation

Negative

Negative

Negative

Market Trends

Uncertain

Uncertain

Uncertain

GDP Growth Increase

Positive

Positive

Positive

Unemployment Rate Decrease

Positive

Positive

Positive

Exchange Rate (Baht) Strengthen Against USD

Positive

Positive

Positive

Minimum Wage Policy

Positive

Uncertain

Uncertain

SOCIAL

- Consumer opinions and attitudes, such as changing attitudes towards shopping at hypermarket [16]

- Consumer retail buying patterns, such as how much they buy at one shopping trip and what they buy [26]

- Demographics, such as gender, age -- aging population buy less at retailers [27]

- Ethical issues, such as unethical food production method may impact sales at the retail outlet [28]

- Major sporting events such as world cup, etc., which positively affect some products promotion [29]

Item

Sales

Profit

Cash flow

Consumer Opinions

Uncertain

Uncertain

Uncertain

Consumer Buying Patterns

Uncertain

Uncertain

Uncertain

Aging Demographics

Negative

Negative

Negative

Ethical Issues

Uncertain

Uncertain

Uncertain

Major Sporting Events

Positive

Positive

Positive

TECHNOLOGICAL

- New Retail technology, such as payment technology which impacting many stages of the retail chain [31]

- Improved distribution channel

- Improved storage and packing technology

- Consumer buying mechanisms, such as online shopping -- More retail spending is moving online, thus we need and desire less bricks and mortar retail space. [30]

Item

Sales

Profit

Cash flow

Payment Technology

Uncertain

Uncertain

Uncertain

Improved Distribution Channel

Positive

Positive

Positive

Storage And packing Technology

Positive

Positive

Positive

Online Shopping

Negative

Negative

Negative

PART THREE – FINANCIAL ANALYSIS

Cross Sectional Analysis (For year 2015)

For the cross sectional analysis, we take the year 2015 to compare the financial ratio among the 4 companies in the commerce sector. The ratios are tabulated in Table 1. For the liquidity ratio, HMPRO has the highest current ratio and quick ratio, so HMPRO is in the best liquidity position.

For the asset management ratio, CPALL and MAKRO have the highest inventory turnover ratio. MAKRO has the highest Fixed Assets turnover ratio and Asset Turnover ratio. CPALL and MAKRO have the lowest DSO. In the overall, MAKRO has the best asset management ratio,

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