Copyright © 2005 Global Insight

Presented byMark Killion, CFA

Managing DirectorGlobal Insight’s World Industry Services

World Industry Service

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Introduction to the World Industry Service (WIS)

Unique set of global sector data, benchmarks, information, written reports, sector experts

Harmonized industries and indicators constructed for consistency and comparisons across sectors and geography

71 sectors for each of 70 largest economies

User friendly interface for navigation through dimensions of sector, country, indicator, time frame, currency; all delivered via the web

Valuable metrics and reports for use in global market sizing, company sales forecasting, market intelligence, strategic planning, investments and risk management

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Translate economic events into sector based implications, anticipate changes in asset valuation, credit quality and corporate spending

Which sectors are the largest, fastest growing, most profitable? Which countries or regions are most important for key sectors? Which sectors provide opportunities for M&A, outsourcing, new investments,

cross-border trade?

WIS Helps Businesses Identify Opportunities

Size, compare, rank and benchmark sector activity and financial performances across the world

Quality features & value-added attributes facilitate user applications Harmonized sectors and indicators allow comparability and aggregations across

sectors and countries; robust data structure ensures ease of use The links among sectors and with macro spending provide a robust forecast

framework and “top down” constraint for quality control Latest indicators included as well as long run structural changes

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Who Are WIS Clients?

Sales Forecasting Procurement Market Intelligence Strategic Planning Public Sector Revenues Credit Risk Research Investment Management

Decision Makers, Planners and Analysts

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WIS Mission is to Deliver What Clients Value Most

Key Features

Timely forecasts

Clear, logical analyses to guide decisions

Early warning of risks and cyclical timing

Industry expertise, detailed forecasts

Consistent analytical framework

Active communication with our analysts

Innovative data delivery and software tools with on-going client support

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What Comprises Global Insight’s WIS Package?

Comparative sector benchmarks that show size, composition, growth Complete time series history starts from 1980 Includes latest snapshot of recent indicators and “nowcasts” Model based forecasts cover a 20 year time horizon and are appended to historical data

Written reports describe global sectors and forecast drivers Summary scorecards, latest developments, rankings, industry drivers, key players

Data and forecasts span 71 sectors in 70 countries with Global Totals All data harmonized into common framework The 71 detailed sectors comprise the total economy, they “add up” to total GDP

– Covers all sectors in all countries

Indicators correspond to company financial statements, available for all sectors– Sales, production, costs, spending, profits– Consumption, exports, imports (merchandise trade only)

Active Communication with Sector Analysts, Client Conferences

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Accessing the World Industry Service

All Global Insight’s Industry Reports are available on-line through Global Insight’s Client Website

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Sector Reports On-line

Sector reports on-line Updated once per quarter

or as events warrant Include recent

developments, industrystructure, forecast drivers, and key players

Sector experts areidentified in each report,with phone and e-mailcontact information

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Sector Data and Metrics

User Friendly Navigation Easy “Point and Click”

choice of sectors, countries, indicators

Drill-down tree format User-determined choice

of geography and business segment

Data delivered via web into Excel

Flexible options for time range, formats

World Industry Service Navigator

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Global Sectors Analysts interact with Country Macroeconomic Experts

Sector Forecasts

Autos Energy Chemicals Construction Tourism Health Care Transport Communications Financial

Global Sector Expertise

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World Industry Service• All Countries• All Sectors• Harmonized to Common Standard

World Industry Service• All Countries• All Sectors• Harmonized to Common Standard

U.S. MacroEconomics

U.S. MacroEconomics

Asia, Latin America, Rest of World

Macro Economics

Asia, Latin America, Rest of World

Macro Economics

West and EastEurope Macro

Economics

West and EastEurope Macro

Economics

WIS sector forecast incorporate both the country and industry perspectives

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Macro Policies and Performance Drives Industry Outlook All sectors together must add up to total GDP Impacts translated through consumer markets, B2B links, capital equipment Each sector’s exports are another’s imports WIS “Top Down” compliments “Bottom Up”

Macro

Policies Slate of

Demand Scenarios Prices and

Exchange Rates

Industry

Sources of Demand Purchases, COGS Consumer, B2B Markets Technology, Commercial

Linkages Trade, Competition and

Profits

Company

Benchmark Global Sales Growth, Cost Structure, Risks

Market Share Competitive

Technology

Sectors are the “Gear Box” that Connects Macro & Companies!

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Use Sector Benchmarks to Anticipate Likely Company Prospects

Sector Data Represents a Big “Peer Group” of All Players that are Operating in Each Sector

Data are derived from company tax filings Includes public and private ownership Creates robust financial benchmarks

Company

Benchmark Global Sales Growth, Cost Structure, Profits, Risks

Market Share Industry Structure

Macro Industry

WIS Platform Drives Macro Conditions Down Through Sector Activity to Individual Company Performances

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Common Applications of WIS Available for Review

1) Custom Market Indexes Follow key customer performances, calculate market share, forecast sales for business segments and geography www.globalinsight.com/WIS

2) Sector Risk RatingsManage risk exposure by tracking industry level changes in credit and operating risk, stress test portfolios with simulations and alternate “house view” scenarios www.globalinsight.com/WIS-Risk

3) Key Drivers for TechnologyUse Global Sector Activity and Spending as Key Drivers for technology sector forecasts, or research into industry structurewww.globalinsight.com/WIS

4) Stock Sector BenchmarksSector earnings and capital expenditures are used to value financial securities such as stocks, bonds, loans, for investment research and portfolio managementwww.globalinsight.com/WIS-Financial

Translating Economic Events into Implications for Global Sector Markets

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Please Contact Us for a Personal Demonstration!

More Information?

Mark Killion, CFAManaging Director, World Industry Service1-610-490-2547mark.killion@globalinsight.com

Prem PremakumarApplications Manager, World Industry Service1-610-490-2525prem.premakumar@globalinsight.com