http://clients1.ibisworld.com/reports/gl/industry/majorcompanies.aspx?entid=1750
Competitors:
- US Region: Wells Fargo vs JP Morgan and Citigroup
- Asia Region: HSBC Hong Kong:
- Europe Region: UBS:
1. INDUSTRY OVERVIEW (Competitive Opportunities and Threats) - UBS Bank
If multi-product company, analyze the dominant product and its industry. Summarize the industry environment for favorableness. The following checklist should help you:

ASLI: Supplier segment, Buyer segment, Industry Favorable
MICHAEL: vertical integration and easy of entry
MICHELLE: Industry size-growth and competitive strength
YANLING: Technological change, growth of segments

Industry size: Dollar sales volume (also volume in units, if available)

Industry growth: Rate of growth in percentage terms (increase in industry sales averaged for five-year period). Where is the industry in the life cycle - emerging, rapid growth, maturity, decline? Provide supporting evidence for your conclusion.

Competitive Is the end product highly differentiated (e.g., toothpaste—low
Segments price, medicinal, whitening, good tasting)? If so, entry from outside the industry is difficult Growth of Are there segments within the industry growing faster than others? Segments If so, threats of entry from other segments may be high. Vertical integration What is the degree of backward or forward integration? Are there a series of intermediaries processing material input or distributing/retailing the end product? If so, the profitability of firms making the end product is likely to be low. Technological Is the industry technology changing rapidly? Are there segments
Change where it is changing more rapidly? If so, barriers to entry are low.

Ease of entry Analyze cost, differentiation, and transaction advantages enjoyed by incumbent firms. Based on this analysis, rate entry threats as high, medium, or low. Rivalry Assess the degree of rivalry in each segment. How does competition occur? Are there price wars, frequent innovation, mergers and acquisitions? Analyze demand, industry structure, and exit barriers and rate rivalry as intense, medium, or weak.

Supplier segment Is the segment consolidated or fragmented? Is suppliers’
(key inputs only) technology patented? What is the availability of substitute inputs? Can suppliers forward integrate? Rate supplier power as high, medium, or low. Buyer segment Is the segment consolidated or fragmented? Can buyers easily (individuals & switch? What is the quantity bought? Can buyers backward institutions) integrate? Rate buyer power as high, medium, or low Industry Summarize the industry conditions based on the above
Favorableness information. Do a Five Forces analysis of the industry as described by Michael Porter (see your textbook, ch. 3). List the five forces under high, medium, and low categories. How would you characterize the attractiveness of the industry as a whole? Are there segments that are more favorable than others? Can firms from one segment easily move to other segments?

2. COMPANY DATA (quantitative and qualitative)

UBS:
Michael:
Yanling: