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Asia Market Opportunities A. Tony Prasetiantono Week 3
Asia Market
Opportunities
A. Tony Prasetiantono
Week 3
Case Study: British Airways Vs SQ  Revenue $13.7 billion  $5.7 billion  Profit $236
Case Study: British Airways Vs SQ
Revenue $13.7 billion
$5.7 billion
Profit $236 million
$502 million
Tot. assets $22 billion
$9.8 billion
ROE 5.9%
2.0%
ROA 1.1%
2.6%
EBITDA $1.9 billion
$1.1 billion
EBITDA/Sales 14.3%
19.1%
Profit/Sales 1.7%
8.7%
Sales growth 13.3%
-2.9%
Case Study: British Airways Vs SQ
Case Study: British Airways Vs SQ
 Service quality (on board and ground)  Availability of routes  State of the art
Service quality (on board and ground)
Availability of routes
State of the art aircraft
Competitive fares
Frequent Flyer program
Brand name recognition
SQ: Three Major Competencies  Providing quality service  Managing capital expenditure  Optimizing collaboration with
SQ: Three Major Competencies
Providing quality service
Managing capital expenditure
Optimizing collaboration with international
partners
Asia Market Opportunities  In GDP terms, in 2003 Asia made up 20% of global output.
Asia Market Opportunities
In GDP terms, in 2003 Asia made up 20%
of global output.
In PPP terms, Asia represents at least
40% of global output today and is
projected to climb to 50% within 15 years.
“Green GDP”
“Green GDP”
 The issue of environment  The issue of sustainability  Taking nature into account 
The issue of environment
The issue of sustainability
Taking nature into account
“Green GDP”  The issue of environment  The issue of sustainability  Taking nature into

Green GDP = Economic production Environmental costs

 (World Wide Fund, European Parliament, Club of Rome)
 (World Wide Fund, European Parliament,
Club of Rome)
Human Development Index  Australia 0.946 (GDP per capita $20,969)  Japan 0.938 ($31,293)  New
Human Development Index
Australia 0.946 (GDP per capita $20,969)
Japan 0.938 ($31,293)
New Zealand 0.926 ($15,035)
Singapore 0.902 ($20,886)
Korea, Rep. 0.888 ($10,006)
Brunei 0.867 ($?)
Malaysia 0.793 ($3,915)
Thailand 0.768 ($2,052)
The Philippines 0.753 ($964)
China 0.745 ($966)
Indonesia 0.692 ($817)
Human Development Index  A gradual shift away from merely fulfilling basic needs for food, clothing,
Human Development Index
 A gradual shift away from merely fulfilling
basic needs for food, clothing,
transportation, education and
entertainment towards increased spending
on philharmonic tickets, postgraduate
study programs, overseas family
vacations, contributions to charity, support
for environmental protection, etc.
Defining Market Opportunities  Organic growth  Shifting the manufacturing base  Product upgrade  Statutory
Defining Market Opportunities
Organic growth
Shifting the manufacturing base
Product upgrade
Statutory requirement
Localization requirements
Technological breakthrough
Change of family structure
Case Study: VW Vs Toyota  Revenue $108 billion  $162 billion  Profit $1.3 billion
Case Study: VW Vs Toyota
Revenue $108 billion
$162 billion
Profit $1.3 billion
$10.9 billion
Tot. assets $148 billion
$207 billion
ROE 4.6%
14.2%
ROA 0.9%
5.3%
EBITDA $12.6 billion
$24.7 billion
EBITDA/Sales 11.7%
15.3%
Profit/Sales 1.3%
6.7%
Sales growth 19.4%
20.6%
Case Study: Volkswagen Vs Toyota
Case Study: Volkswagen Vs Toyota
 In China, Toyota is working hard to make up lost ground on Volkswagen and GM.
In China, Toyota is working hard to make up lost
ground on Volkswagen and GM.
Toyota is aiming to increase its market share in
China from 1.5% to 10% by 2010.
For Volkswagen, its success in China and its
traditional strong presence in German-speaking
countries give the company a strong base for
remaining a key global player.