Mukesh Soni's List: Random surfing

• Online advertising was 1.5% of the total advertising market which is a pittance when you consider US which is 4.5% of an even larger advertising market and UK which is 14%.

• n terms of per capita consumption, India is still well behind the global average

  • The low per capita growth is a good thing for the industry since it shows that a lot of growth potential is still left.<br>

• The ongoing road construction project, airport privatization and river linking projects are fundamental long-term growth drivers for the industry.
• • The government is planning to offer cement industry a five-year tax holiday to set up more capacity to end the current demand-supply mismatch and consequently soften prices
     
• The energy costs and cement freight costs are the two most important elements in the cost structure of a cement company.
• one of the most energy-intensive sectors

  • Means those companies which can product electricity cheaply or has processes which requires lesser energy for clinker production will have higher margins.<br>
• Infrastructure sector (25 per cent) and Commercial Projects (20 per cent).

  • What all comes under Infrastructure and commercial projects? Since what ever comes under them will affect the sale of cement also.<br>
• financial sops

  • hence a raise in loan interest rate has a negative impact on cement industry!<br>
• 90-95 per cent of the thermal energy requirement in cement manufacturing is met by coal.

  • Hence a directly proportional relation with coal prices. Another factor.<br>
• Century textiles (4 per cent) and Jaiprakash Associates (4 per cent)
• Birla group which along with its subsidiary Ultratech cement has a share of 20 per cent; this includes the 9 per cent market share of Ultratech Cements.
• market share of Gujarat Ambuja Cements is around 10 per cent, whereas ACC has cornered a share of approx. 12 per cent.
• Holcim now is the market leader after taking over two of the biggest companies - Gujarat Ambuja and ACC.
• 45 per cent of the market still occupied by un-organized and marginal players.
• India Cement (6 per cent),

11 more annotations...

• Check   the notes regularly by plucking the strings one at a time and checking   that each note is clear, and not buzzing.
• The palm of your   left hand must not be touching the neck, it's important.

• Your downstrokes should sound   virtually identical to your upstrokes.

• ypically, an SME is one that has an annual turnover ranging from about Rs 1 crore to Rs 400 crore, although the definition varies across countries and banks. Most PSU banks look at turnovers up to Rs 100 crore

• 13.   Incidentally there are over 5 million SMEs in   India, with around 80% of the industrial sector   employment. It is the second largest employer   of human resources after agriculture, employing   around 20 million people, contributing 35% of   the total export trade and accounting for nearly   40% of the total value of industrial production.

• MEs also buy various non-core items like travel services, stationery, etc. Being able to offer a portal which can combine offerings of various SMEs on the sell-side and offer an aggregate of sellers to SMEs can help create a marketplace which can help SMEs some of the benefits which bigger businesses have managed to get. What needs to be leveraged is the combined buyer power of the SMEs.