Transcript intro 2012 fall Intro to Industry Analysis.ppt

Intro to Industry Analysis
Yinghao Wang, Tina Chen
WHY?
• Important in IB, PE and VC
• Tech entrepreneurship (MIS solutions!)
• Can never learn in class
Things Discussed
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Structure of the market
Future trends
Major problems and risks
Government policies
Global integration
Energy
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Oil, gas, coal, biomass
Renewable energy
Shale gas!
Exxon Mobile example
Healthcare
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Primary healthcare around the world
Health delivery system and finance system
Generic and branded medicine
Healthcare reform
HIS(health information system)
Internet
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Social network
Facebook
B2C E-commerce
Tech IPOs
Retail
Hospitality
Schedule
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Week1: Energy structure and energy trends
Week2: Shale gas development
Week3: Social network industry
Week4: Facebook business model
Week5: Healthcare industry
Week6: Healthcare information system
Week7: Retail industry
Week8: B2C E-commerce
Week9: Hospitality