Download - Company and Industry Research
![Page 1: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/1.jpg)
Company and Industry Research
Davida Scharf, SoM Librarian
Van Houten Library, NJIT
Last updated Fall 2011
http://library.njit.edu/researchhelpdesk/tutorials/mgmt-company.ppt
Beyond
![Page 2: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/2.jpg)
Web Search Engines
![Page 3: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/3.jpg)
Academic research today usually requires using the library website AND the open web
LibraryWeb
![Page 4: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/4.jpg)
Agenda
• Overview of company and industry research
• NJIT Library and services
![Page 5: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/5.jpg)
Business Planning requires research
1. Industry, Customer and Competitor Analysis
2. Company and Product Description
3. Marketing Plan
Where to begin?
![Page 6: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/6.jpg)
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?
![Page 7: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/7.jpg)
Company and 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
Company Industry
![Page 8: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/8.jpg)
• Business description• Industry classification• Competitors and partners• Structure and ownership• Financial data (Historical,
current and forecasted)• Stock information• Intellectual property• Legal information• News
• Company website
• Company Profiles
• SWOT analysis
• News
• Trade Magazines
Company info Where is it?
![Page 9: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/9.jpg)
• 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)
• Company website
• Company Profiles
• SWOT analysis
• News
• Trade Magazines
• Govt / SEC, FDA, FCC
• Investor resources
Company info Where is it?
TIP: Who needs to know this besides you?
![Page 10: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/10.jpg)
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.)
![Page 11: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/11.jpg)
A word about Corporate Websites
BE AWARE OF THE PURPOSE / AUDIENCE
![Page 12: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/12.jpg)
A word about investment info
![Page 13: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/13.jpg)
• Business Source Complete• Lexis-Nexis• USA.gov• Yahoo Finance, Investex• Mergent*
• Company website
• Company Profiles
• SWOT analysis
• News
• Trade Magazines
• Govt / SEC, FDA, FCC
• Investor resources
Research Tools Type of Info
TIP: Which tool indexes which types of sources?
![Page 14: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/14.jpg)
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
• Edgar http://www.sec.gov/edgar.shtml - SEC filings
• Business Source Premier – 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
![Page 15: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/15.jpg)
Library portals to many databases (books & articles)
NewspapersScholarly Journals
Use Search tools
Aggregators
Trade Journals
Web Portals
Magazines
Library Databases
Periodicals
TEXT
(articles, reports, books, reviews, etc.)
Online
catalog
Directories
![Page 16: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/16.jpg)
Get Help
Search for books
Databases (search by company or
topic)Request materials from other libraries
![Page 17: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/17.jpg)
Request materials from other libraries
![Page 18: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/18.jpg)
Accessing Library Databases
Use pull down to access frequently accessed
databases
Or use Databases A to Z Databases by
Subject
Accessing Library Databases
![Page 19: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/19.jpg)
Accessing Library Databases
![Page 20: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/20.jpg)
Popular Business Databases
•Lexis Nexis
•Business Source Complete
•Academic Search Premier
•Frost & Sullivan
![Page 21: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/21.jpg)
Lexis Nexis - Use “Company Dossier” linkfor company profiles
To find a company profile use ‘Company Dossier’ search
![Page 22: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/22.jpg)
Parent and subsidiaries listed separately-choose wisely
Tip: Often there is much less publicly available information for private companies.
![Page 23: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/23.jpg)
Securities and Exchange Commission Filings
In LEXIS-NEXIS
![Page 24: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/24.jpg)
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
![Page 25: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/25.jpg)
Lexis Nexis: Full text newspapers, magazines and reports
Environment: Country information
![Page 26: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/26.jpg)
Mergent Online (at Rutgers only)
Industry classification
![Page 27: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/27.jpg)
Business Source Premier: Company Profiles (Datamonitor)
![Page 28: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/28.jpg)
Company report by DATAMONITOR
![Page 29: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/29.jpg)
Datamonitor: SWOT Analysis
![Page 30: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/30.jpg)
Datamonitor: Market Forecasts
Source: Global Pharmaceuticals Market, Datamonitor, December 2007, accessed Via Business Source Premier,
![Page 31: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/31.jpg)
Business Source Complete: Company Search for news
![Page 32: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/32.jpg)
Mouseover for abstract
![Page 33: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/33.jpg)
Detailed record, full text, and citation
Automatic citation
![Page 34: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/34.jpg)
Business Source Complete: Subject Thesaurus
![Page 35: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/35.jpg)
Business Source Premier: search for business concepts/functions
Sort
Get full text
![Page 36: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/36.jpg)
Boolean Search Strategies
Video explanation at: http://www.youtube.com/watch?v=7tm-sDKCnO4
![Page 37: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/37.jpg)
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)
![Page 38: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/38.jpg)
Industry info
• Main players
• Market size and share of market (Historical and forecasted)
• SWOT analysis
• Technology trends
• Regulatory issues
• Regional differences
• Industry specific metrics
Where is it?
• Industry Association Website
• Industry Profiles
• Market Research Reports
• Financial comparisons
• SWOT analysis
• News
• Trade Magazines
• Government data
Tip: Use many of the same tools
![Page 39: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/39.jpg)
Frost & Sullivan
Your professor may get you individual access passwords
On Frost.com you will find market and technical intelligence on specific industries and consulting and training services.
The website www.frost.com/njit without PDF's for students The website www.frost.com with PDF's for faculty, staff, and EDC with assigned Frost passwords
![Page 40: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/40.jpg)
Frost & Sullivan: NJIT page
![Page 41: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/41.jpg)
Frost & Sullivan: Research Finder
![Page 42: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/42.jpg)
Frost & Sullivan: Browse industry categories
![Page 43: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/43.jpg)
Frost & Sullivan: Record
![Page 44: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/44.jpg)
U.S. Government Search Engine and Directory: FedStats www.fedstats.gov (or usa.gov)
![Page 45: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/45.jpg)
Country Specific Industry Profiles
![Page 46: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/46.jpg)
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
![Page 47: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/47.jpg)
Potential Pitfalls
Comparability/standardization of data is key
• Reporting standards
• Year ends
• Reporting currency
• Reporting frequency (annual vs. quarterly)
• Scale (thousands vs millions)
![Page 48: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/48.jpg)
Or find specific periodicals by title
Business week
![Page 49: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/49.jpg)
Electronic Journals
Multiple ways to access
![Page 50: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/50.jpg)
Trade magazines: Library Archives of Automotive News
![Page 51: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/51.jpg)
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 Premier – 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
![Page 52: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/52.jpg)
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
![Page 53: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/53.jpg)
NJIT Library Resources http://library.njit.edu
• Business Source Premier [Database]
• Lexis Nexis - News [Database]
• Global Competitiveness Report 07/08, World Economic Forum [Book]
• World Development Indicators 2008, World Bank [Book]
Other Libraries
• Harvard Library Country Guides http://www.library.hbs.edu/guides/#
• Library of Congress http://international.loc.gov
• Internet Public Library Newspapers http://www.ipl.org/div/news/
Governments & Organizations
• CIA World Factbook https://www.cia.gov/library/publications
• World Bank: http://econ.worldbank.org/ & http://www.doingbusiness.org
• FedStats www.fedstats.gov
• OECD www.oecd.org
• IMF http://www.imf.org/external/
• United Nations http://data.un.org/Commercial Vendors (with free data)
• Economist Country Briefings http://www.economist.com/countries/
• Country Credit, Institutional Investorhttp://www.iimagazine.com/Rankings/RankingsRankCCSeGlobal08.aspx
• Deutsche Bank Country Infobase http://www.dbresearch.com/servlet/reweb2.ReWEB?rwsite=CIB_INTERNET_EN-PROD
Investigating Global Markets
![Page 54: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/54.jpg)
Using Web Search Engines
But do you know…?
Subject directories Meta Search Engines
![Page 55: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/55.jpg)
Business Research Map
Company/Industry Financial data Benchmark data
Lexis Nexis [DB]
Business Source Premier (including Datamonitor) [DB]
S&P Industry Surveys [B]
Investext* [DB]
Company Website [W]
B=Book DB=Library database W=Web / *Rutgers – no remote login – go to Dana Library
Lexis Nexis [DB]
Mergent* [DB]
Edgar [W]
Yahoo Finance [W]
Factiva* [DB]
Investext* [DB]
Industry Norms and Key Business Ratios. Dun & Bradstreet [B]
Annual Statement Studies (RMA) [B]
Almanac of Business and Industrial Financial Ratios [B]
Contact me: Davida Scharf [email protected]
Library Research Help Desk (973) 596 3210
Questions
http://library.njit.edu/
![Page 56: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/56.jpg)
Cite your sources
• When you research a topic you may use information from articles, books, or the Web to support your ideas. However, you must credit the original authors of these sources by citing them. To cite means that you state where you found the information so that others can find the exact item again.
• Readers (including Professors!) should be able to locate the source you used without undue burden
• There are several systems or conventions for this.
![Page 57: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/57.jpg)
Sample Citations
![Page 58: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/58.jpg)
Books
• Catalog: Library website – Find books – Online catalog
• Books can be circulating (stacks) or reserve status
• Selection of useful reference books: Standard & Poor’s industry surveys International Directory of Company Histories Market Share Reporter D&B Industry Norms and Key Business Ratios Almanac of Business and Industrial Financial
Ratios
![Page 59: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/59.jpg)
To find if NJIT Library owns a book - go to the Library
home page (library.njit.edu) and Click on Find Books and More
![Page 60: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/60.jpg)
Basic searchQuotations needed in ‘basic search” to search for phrases.
“human resources”
![Page 61: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/61.jpg)
NJIT’s - Cite Your Sources - Page
Cite
![Page 62: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/62.jpg)
NJIT’s Citation Page
![Page 63: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/63.jpg)
NJIT’s Research Guidesresearchguides.njit.edu
![Page 64: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/64.jpg)
NJIT Librarian Departments
Maya GervitsDirector of the Architecture [email protected] (973) 642-4390- Rutgers University PhD, Art and architecture history - State Institute of Art History, Moscow, Russia MA, Art and architecture history - Russian Academy of Fine Arts, St. Petersburg, Russia
-Architecture-Art & Design
Davida ScharfDirector of Reference & [email protected] (973) 642-4397AOL: davidascharf Yahoo:davida_scharfGoogleTalk: davida.scharfMLS, BA, Art & Architectural History, Columbia U.
-Computer Science -History -Humanities and Social Sciences -Information Systems-Information Technology-Management
VacancyReference Librariancontact Davida [email protected] (973) 642-4397
-E-Learning-Electrical Engineering-Computer Engineering -Engineering Technology -Industrial Engineering-Manufacturing Engineering-Mathematics -Mechanical Engineering
Bruce Slutsky Reference [email protected] (973) 642-4950AOL/YID-IM bruceSNJIT- Pratt MS, Organic chemistry – BS, Chemistry – City College of New York
-Biomedical Engineering -Biology-Chemical Engineering -Chemistry & Environmental Sci. -Civil Engineering-Environmental Engineering & Sci.-Hazardous -Materials Science-Pharmaceutical Engineering-Physics
Heather DalalInformation Literacy [email protected] (973) 596-8499GoogleTalk: heatherdalalMLIS Rutgers UniversityMEd., University of Massachusetts, Boston
-Information Literacy-Research Roadmaps
ResearchHelp Desk
(973)596-3210
Our librarians have expertise in
a number of subject areas
![Page 65: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/65.jpg)
Research Help
• Research Help Desk In person (Mon-Thurs 10AM-7PM, Fri 10-5) Phone: (973) 596 3210 Instant Message
Tutorials http://library.njit.edu/researchhelpdesk/tutorials/
• Contact me: [email protected]
![Page 66: Company and Industry Research](https://reader035.vdocument.in/reader035/viewer/2022081515/56812c1f550346895d9083fd/html5/thumbnails/66.jpg)