Swot Analysis

The author will conclude by identifying the circumstances surrounding each issue, classifying the resistances; attributing the importance of each classification; and test the accuracy of the importance for each classification. Strategic Planning is a tool the organizations use to concentrate its energy, to ensure that the workforce and all members of the company are working towards the same goal previously establish. The primary purpose of strategic planning is to assess and adjust the organization’s direction in response to a changing environment.

Strategic planning is necessary to allow the firm to keep its competitive advantage, and that is what makes the difference on successful companies. For Lusts Laundromat, a coin laundry store in South Florida, the administration understand the importance of strategic planning to pursue the goals previously set and to make sure the workforce meets the standards of the organization. Given the success achieved so far Lusts Laundromat management decided to expand and open more stores throughout South Florida.

The main tool in order to get started with this expansion is a SWOT analysis, which helps give a picture of the internal and external forces and trends. SWOT is a short term for Strengths, Weaknesses, Opportunities, Threats, and Trends that any company faces. Pearce; Robinson (2009) states,” It is based on the assumption that an effective strategy derives from a sound “fit” between a firm’s internal resources (strengths and weaknesses) and its external situation (opportunities and threats). Besides the forces and trends already mentioned by the author, the SHOOT analysis will include social, technological, competitive analysis, processes and systems, and innovations

External forces and trends Legal and regulatory – These forces are fundamental for daily operations of Lusts Laundromat, due to the fact that the equipment that is used is required to maintain he standards set by the Fire Department, and the Water Management Department. Pearce& Robinson (2009) states, “Political factors define the legal and regulatory parameters within which firms must operate. Acquiring the required licenses is essential because otherwise the business would not be able to operate and could be penalized.

Economic – This is considered a strength trend within this company. Economic trends can be a major concern for businesses in regards to revenue; however, for Lusts Laundromat is a positive aspect. Pearce ; Robinson (2009) states, “Economic factors concern the nature and direction of the economy in which a rim operates. ” During periods of recession, when home ownership decreases, people Shoot By mimicker and they do not have laundry facilities, these people are in need of washers and dryers.

Social – This trend can have a positive impact and an opportunity with the company because families can establish additional incomes. The increase in population means more customers will be in need of the services the laundry offers. Although buying new clothes can be affordable, customers have the necessity of washing. Technological- Taking into consideration the demand and competition in he industry, this trend is an opportunity because Lusts will be well operational making it possible to deliver high standards services to customers.

Detergents and cleaning chemicals are key components to laundry services because manufactures uses technology to develop advanced and efficient products. The company will be introducing all Energy Star Partner machinery, which will help save water, and protect energy.

Competitive Analysis – This industry has been around for over 60 years, currently there are about 35,000 coin laundries in the United States, understanding the demand of this growing industry, the company must understand hat competitive analysis represents.

Identifying and correcting some key mistakes are fundamental; Lusts should focus on the market and add new contracts with hospitals, schools, universities, hospitality such as resorts, lodges, guest houses and bed, and breakfast entities. Effectively assessing the strengths and weaknesses of current and future potential competitors is the framework of competitive analysis.

Internal forces and trends Strategy – Every company should focus on a strategy trend by understanding the emerging trends, customer needs, and potential opportunities.

Lusts will focus on achieving 100% customer satisfaction, by understanding the needs and preferences of their customers, and going beyond expectations, better than the competitors. The strategies that will be implemented are convenience, time, ease, quality and reliability. Processes and systems- The processes and systems off business are very important to the effectiveness of the business. These concepts affect the entire company from customers, employees, suppliers, and stakeholders.

The company will focus on establishing functional systems to ensure everyone effectively knows how to implement the mission, vision, and values set for Lusts Laundromat.

Key areas are: marketing, finance, operations, and administration. Developing these processes will hold employees accountable if these are not completed. Lusts will strive for their services to be performed timely and efficiently at all times. Ensuring that the processes and systems are updated and current with the industry is essential for any business to be successful.

Lusts adapting to changes Lusts Laundromat will be using the SWOT analysis to ensure a strategic planning success. The company will do quarterly evaluations on overall services offered, the design and general condition, machinery, prices, hours of operations, and imputation to make any necessary changes. Establishing and reinforcing the mission, vision, and value statements within the employees to assure they are followed. A customer comment/ suggestion box will be established in the company to make sure any suggestions or concerns are taking care of and monitored.

Supply Chain Operations of the company

The supply chain operations for Lusts Laundromat will be an outstanding planning rah stock turnaround with multiple daily reside deliveries. This process will enable the business to order at any point to ensure product availability. The company will ruddy offer premium home laundry care products developed for those who desire optimal cleaning of their belongings. Issues and/ or Opportunities that may arise Lusts Laundromat operations are facing unique challenges as municipalities impose increasing restrictions on wastewater discharge and restrict volumes of city supplied fresh water to operations.

Impact fees make the start up of new coin laundry in certain South Florida regions financially restrictive. In many areas around South Florida, municipal water districts charge sewer connection fees; this cost can go from $200 to $8,000 per washer. Brian Wallace, president and CEO of the Coin Laundry Association, reveled in a recent interview, that hook-up fees are one of the biggest issues facing the coin laundry industry today. In addition to sewer connection fees, in some counties coin laundries have to pay sewer and waste water fees.

On the other hand there is a bright future for coin operated laundries, because national and regional demographics indicate renters occupy 32 percent of the nation households and this tendency keeps growing. But this does not mean coin laundry is not appealing to non-renters, families with washers in their homes can also contribute significantly to the growth of the business, in addition to these non-traditional items, such as rugs, comforters, drapery and other difficult to launder items can bring added volume to sales and profit.

Moreover recent surge of working professionals and families craving timeserving conveniences opens many doors for Lusts Laundromat stores, through added services, including multiple levels of wash, dry and fold services and high speed laundry equipment, Lusts Laundromat can offer greater appeal to non-traditional customers

Conclusion

In conclusion, the SWOT analysis, and the above synopsis provide valuable insight in order for a new or existing company to develop its strategic planning.

This process takes time and requires extensive analysis of all external and internal forces and trends to succeed within the company. Because of its usefulness, Lusts Laundromat has decided that will open few locations within South Florida. This expansion will have a positive impact because the owner understands how each factor plays a role in the success or failure of any business. Reference Pearce, J. A. II, ; Robinson, R. B. (2009). Strategic management: Formulation, implementation, and control (1 lath De. ). New York: McGraw-Hill.

Strategic Plan Part II SWOT Analysis BUSSES Date Facilitator

The formation of a new and unique business requires a significant amount of internal and external comprehensive analysis serves to identify the internal strengths and weaknesses of the business model and the external analysis serves to identify the opportunities, threats, and trends that will impact the business. The information gathered during the SHOOT analysis is essential to ensure the sustainability of the business venture and the creation of a strategic plan.

Economic Factors The current economic conditions in the United States and around the world will make obtaining credit more difficult, which will require an initial investment from the owners. Additionally, alternative funding sources such as supplier credit, and searching for capital investments will be necessary. However, because of the slow economy Kamikaze will have less competition than in a thriving economy, which could translate into higher profits (Sister, 2011). Legal and Regulatory Factors Legal and regulatory factors are cumbersome, but necessary in the restaurant business.

Legal and regulatory compliance will be a significant part of the daily operations of Kamikaze’s leadership team. As an employer it is necessary to ensure that wages are at least at the federal or state minimum wage level (depending on the state), tips and food credits must be tracked to reduce the tax burden on the restaurant (Begley, C, 2009). The Food and Drug Administration establishes and enforces food safety guidelines and regulations coving all aspects of the food industry.

FDA guidelines must be followed concerning the handling, labeling, and preparing of food items. Additionally, local governments establish and enforce hygiene standards and conduct scheduled and unscheduled inspections of the agility. Kamikaze leadership and employees must understand and follow all food safety laws and regulations at all times to ensure public health as well as compliance with established laws. Kamikaze’s leadership team will be required to stay abreast of any new regulations and laws introduced to guarantee compliance at all times (Begley, 2009).

Adaptation to Change Kamikaze has developed an effective strategic plan that can adapt to the constantly changing environment. From changes in technology, regulations, market conditions, etc. Change can be hard for business owners and operators to adapt. However, failure to adapt to and embrace change is one reason small businesses fail (Garcia, 2009). To ensure Kamikaze is aware of and embraces changes the company is dedicate to continual learning and training for all employees.

Employees may also find it difficult to adjust to change for various reasons, to mitigate this risk Kamikaze will implement programs that reward or provide incentives to employees who excel at adapting to change; this should increase employee morale and encourage reluctant employees embrace change to make adjust his or her perspectives. Supply Chain Operations To effectively manage the supply chain, Kamikaze will partner with a vendor to integrate supply chain operations by linking it to our POS and sales forecasting system.

As we establish our sales patterns, this will become more effective as we will know what items have the highest demand and during what seasons. Kamikaze will be selective about the vendor to ensure that its systems integrate without additional cost, and that food safety laws and regulations are met. Additionally, because customer quality (Crunchier. Com, 2011). The supply chain process of the firm is fast and effective. The firm uses three level distribution channels to supply the products from the firm to consumers (Wilson ; Gilligan, 2005).

The supply chain process includes three levels, from the firm to wholesalers, from wholesalers to retailers and from retailers to consumers (Repack ; Reilly, 2008). First the firm supplies the end product to the wholesalers in the target market as fast as possible to maintain the quality of the product (Brown, 2009). The wholesales distribute these products to the retailers throughout the target market, the retailer sales the products to the customers through the company. Issues and Opportunities The main issues for Kamikaze are regulatory requirements and funding.

Food safety is an immense responsibility that will require knowledge of the current laws and regulations as well as an ability to adapt to changes with little or no notice. Additionally, because banks have made it more difficult to secure credit lines, it is necessary to Kamikaze’s owners to think of creative ways to ensure an appropriate level of funding until revenues reach a level at which the restaurant will be self-sustaining The potential for employee theft will be kept to a minimum by screening each antedate thoroughly and using a Point of Sale system that will require every employee to account for each item (Figment, 2011)..

Hypothesis The hypothesis for legal and regulatory issues for Kamikaze is based on the company’s ability to meet or exceed the current regulations, and be prepared for future regulations. The hypothesis is in line with the goal of creating a first class customer service experience for both our dine-in and drive-through customers. The economy will play a significant role in Kamikaze’s ability to generate a profit; however, with creative leadership and employees who can think outside of the box, the economic notations can be overcome.

The supply chain, although designed and operated by a third party will be closely monitored by Kamikaze’s leadership team to ensure customers is receiving the exceptional service guaranteed to them. Circumstances The circumstances for each issue will be abundant and will exceed the outline contained in the SWOT analysis (Appendix A). While every circumstance is important, it is vital that Kamikaze focus on the funding, legal and regulatory, change management, employee engagement, and customer satisfaction of the business.

Each issue will require the participation of all Kamikaze’s employees, from the owners to he wait staff, everyone must be involved to make a sound decision and understand every aspect of the circumstance. While Kamikaze’s management would like to think that every aspect of the business has been identified in the SWOT analysis, they have not; may circumstances will require quick actions, decisions, and often a trial-and- error approach. Inference The prospect of opening a new small business is intimidating and often seems like an insurmountable number of threats and weaknesses will prevent the business from thriving.

However, it is only by identifying, through various tools such as the SWOT analysis, which the owners of a small business can hope to succeed. Not knowing the weaknesses and threats that the business will face is the one mistake that will guarantee failure. Whereas, identifying and understanding weakness and threats, in addition to the strengths and opportunities will allow business leaders organization is consumed in them.

References Begley, C. (2009). Operating a Restaurant within the Law: A 101 in Compliance (Part l).

Strengths

Powered is a trademark of The Coca-Cola Company that is present in several countries of the world. It is one of the most recognized brands of moisturizer in the country. Is present in social networks with local accounts of: Twitter, Backbone, and Youth. The communication is defined in all their posts and photographs used. It is the official drink of the Ecuadorian soccer team. Currently the brand ambassadors, who are young athletes that is starting in different sport disciplines. Powered offers variety of flavors and attractive presentations for the consumer, who can make the decision based on your personal tastes.

Strong

Brand Name Widely Distributed Better Taste Reasonable Price

Weaknesses

Interaction in social networks is low, only 20% of users are talking on backbone. Communication in Twitter is not constant, there are periods of time when there is no content. On Twitter is not achieved a good result with communication as not is this achieving the ART or FAA. Backbone cannot promote the posts with guideline since hey exceed 20% of the text in the chart, which reduces the possibilities of vaporization. Communication is only focused on athletes and the target group is not diversified to reach new consumers. Brand ambassadors do not interact directly in social networks to promote content on them or promote the brand. Online Marketing Unimpressive Commercials

Opportunities

New athletes require information on hydration, health and well-being, that Powered can become your counselor and support them to continue. The channels of distribution of the brand continue to grow. Consumers continue to seek new ways of consuming the product and new flavors, Powered can continue to innovate their flavors and presentations. Expand the Marketing A variety of segmentation Threats New hydrating beverage brands are introduced in the market. The target group of athletes is limited and does not cover the entire society. Many consumers are unaware of the property of hydrating beverages or as they can help them recover after exercise. Lack of knowledge of proper consumption of the product. Competition with Storage Substitute Drink By Jadeite

Strengths

Geographic Diversification

Burger King has over 11,500 fast food restaurants located in over 70 countries. 7,207 of its restaurants are located in the United States (62%) and another 4,358 are established in international locations (389%) such as Asia, the Middle East, Africa and Canada.

Established Market Share

Among Fast Food restaurant chains, Burger King is second only to McDonalds and holds a 15% share of the United States market. The company’s profitability has also increased in recent years. In the period 2006-08, its operating profit has increased from $170 million in FY2006 to $354 million in FY2008.

Globally Recognized Brand

Burger King is able to boast a brand that is widely recognized thanks to its flagship slogan “have it your way”, the whopper sandwich and most recently enhanced by its mascot known as “the King”. The company was recently ranked 7th in brand awareness.

Superior Growth Plan

Approximately 90% of Burger King Restaurants are owned and operated by independent franchisees, many of them family-owned units that have been in business for decades. The company is able to grow while minimizing large capital expenditure, meanwhile it collects fees and royalties from each franchise added.

Weaknesses

Vulnerability to Labor and Regulatory Influences

Although the company operates in many international venues, the majority of restaurants are in the United States. This concentration of operations in one geographic area increases company’s exposure to local factors such as labor strikes and the influence of regulatory changes.

Reliance on so-called “Super Customers”

There is some indication that Burger King may have been slow to transition to leaner and healthier restaurant fare in favor of pleasing its long term customers who are fans of the big larger portion sandwiches.

Opportunities

New Breakfast Food Initiative

Burger King is seeking to overhaul its breakfast menu and will add Starbucks Corp.’s Seattle’s Best Coffee to all its U.S. restaurants. It has introduced earlier restaurant opening times in its United Kingdom locations.

New Healthier Menu Items

Burger King sponsoring its biggest new product launch in years by introducing the Tendercrisp, Premium Chicken Burger and accompanying the launch with a marketing campaign called “cheat on beef”.

National Urban Community Marketing Initiative

Burger King is seeking to strengthen its standing in the African American Community through its new “next best move” promotion which includes a well publicized tour of 41 urban communities across the country.

Brand Licensing Project

Burger King has entered into a licensing arrangement (brokered by Broad Street Licensing Group) to further increase the company’s’ brand awareness and broaden the presence of the iconic “King” character, various licensees of Burger King Corp. will soon launch a line of branded T-shirts, and also an exclusive collection of sleepware and lounge ware.

Threats

Unrest among Franchisees

Burger Kings’ new dollar cheese burger initiative and loss leader strategy has upset some of its franchise owners who feel the pricing violates the franchise agreement. The dispute spurred the National Franchisee Association to file a lawsuit against the company. In 2009 Franchisees voted twice against the new promotions. The company reportedly has dropped the $1 burger promotion, but there may be bad feelings lingering for a while.

The Slow Recovering Economy

The challenging global economy continues to hamper the company’s financial strength (ranked 238th among its peers). Burger King posted weaker-than-expected quarterly results in the last half of 2009, and missed stock analysts’ expectations. The decline was driven in part by continued adverse macroeconomic conditions, including record levels of unemployed.

Changing Consumer Eating Habits

Burger King’s same-store sales in the U.S. and Canada declined 4.6% in the
three months ended Sept. 30, 2009. People 18 to 34 cut their consumption of fast-food meals from November 2006 to November 2009 according to the market-research firm NPD Group. The combination of the economy and better health information has influenced people to eat at home and to opt for leaner lower calorie foods.

More Strengths

Strong market position:

• BKC is the world’s second-largest Fast Food Hamburger Restaurant (FFHR)chain as measured by the total number of restaurants and system-wide sales.The company’s specialty is burgers and fries which it sells through over 12,150flagship fast-food restaurants. The company leverages its strong market positionto gain economies of scale and increase its bargaining power.
• bBK has more than 12,150 restaurants in all 50 states and in 76 countries and U.S. territories worldwide. Burger King’s target audience is males, aged 18 to 35 who eat fast-food 9 to 16 times per month. While they are just 18% of Burger King’s customers, they account for about half of all visits to the stores.

From the Market Facts Summary we know Burger Kings segments include:

• Segment one: Tweens who keep up with the latest fashion and music trends for their age group.
• Segment two: Blue collar workers who live very busy lifestyles, balancing children and possibly more than one job. They look for quick and convenient meals in their hectic lives.
• Segment three: Lower and middle class families with children.
• Segment four: Young adults busy with school and work, such as college students.
• Segment five: Individuals who have a passion for fast food.

Burger King refers to these individuals as “SuperFans”, “an audience with an unapologetic love of fast food. They are defined by the way they seek convenience, their desire for value and the frequency with.

SUMMERY In today’s business environment many of stockbroker’s offers PMS (Portfolio Management Services). While observing the business environment of Stockbrokers the main business is how they offer low brokerage and better services to the clients. In this context an attempt is made to study the SWOT analysis of PMS (Portfolio Management Services) offered by SHREKHAN Ltd. Which highlights what are the Strengths, Weaknesses, Opportunities and Threats of PMS (Portfolio Management Services) offered by SHREKHAN Ltd. as compare to other competitors offered this scheme.

Also take the interview of 100 clients and observe what the expectations about the PMS (Portfolio Management Services) are offered by SHREKHAN Ltd TABLE OF CONTENTS ? Acknowledgments …………………………………… ? Abbreviations ……………………………………….. ? An Executive Summary …………………………….. ? Industry Profile……………………………………… ? Company Profile…………………………………….. ? Market share of Share khan………………………… ? Introduction to project……………………………… ? Hypothesis of the Project ……………… ? Objectives Project……………………… ? Limitations of the Project……………… ?

Research Methodology ……………………………… ? Empirical Analysis ………………………………….. ? Conclusion …………………………………………… ? Bibliography…………………………………………. Abbreviation AMC:Annual Maintenance charges. BSE:Bombay Stock Exchange. DP:Depository participant. IPO:Initial Public Offer. MCX:Multi Commodity Exchange. MT:Management Thesis. NAV:Net Asset Value. NCDEX:National Commodity and derivatives Exchange. NCFM:National Stock Exchange Certification In Financial services. NFO:New Fund Offer. NSE:National Stock Exchange. PMS:Portfolio Management Services. SEBI:Security Exchange Board of India.

Industry Profile By 1830’s business on corporate stocks and shares in Bank and Cotton presses took place in Bombay, there were only half a dozen brokers recognized by banks and merchants during 1840 and 1850. In 1860-61 the number of brokers increased to about 200 to 250. In 1895, the Stock Exchange acquired a premise in the same street and it was inaugurated in 1899. Thus, the Stock Exchange at Bombay was combining. Trading Pattern of the Indian Stock Market Trading in Indian stock exchanges is limited to listed securities of public limited companies.

They are broadly divided into two categories, namely, • Specified securities (forward list) • Non-specified securities (cash list). A member broker in an Indian stock exchange can act as an agent, buy and sell securities for his clients on a commission basis. National Stock Exchange (NSE) The National Stock Exchange was incorporated in 1992 by Industrial Development Bank of India, ICICI, all Insurance Corporations, selected commercial banks and others. Trading at NSE can be classified under two broad categories: (a) Wholesale debt market and (b) Capital market.

Wholesale debt market operations are similar to money market operations – institutions and corporate bodies enter into high value transactions in financial instruments such as government securities, treasury bills, public sector unit bonds, commercial paper, certificate of deposit, etc. There are two kinds of players in NSE: 1. Trading members and 2. Participants. Recognized members of NSE are called trading members who trade on behalf of themselves and their clients. Participants include trading members and large players like banks who take direct settlement responsibility.

India’s oldest and first stock exchange is Bombay Stock Exchange which is established in 1875. More than 6,000 stocks listed in BSE. Totally there are 22 stock exchanges in India. They are located in Ahmadabad, Bangalore, Calcutta, Chennai, Delhi etc. There is also a National Stock Exchange (NSE) which is located in Mumbai. There is also an Over the Counter Exchange of India (OTCEI) which allows listing of small and medium sized companies. The regulatory agency which oversees the functioning of stock markets is the Securities and Exchange Board of India (SEBI), which is also located in Bombay

Overview of Company Sharekhan is a firm, which is working under SSKI (S. S. Kantilal Ishwarlal Securities Ltd. ). SSKI was founded in 1922. SSKI is One of India’s Oldest Brokerage Houses Having Eight Decades of Experience into: ? Institutional Broking ? Investment Banking ? Retail Broking It is one of the Founding members of the Stock Exchange, Mumbai and Pioneer Institutional Broker. SSKI Entered into Retail Broking in 1985. Share khan is the Retail Broking Arm of the BIG 80 Years old organization i. e. of SSKI and “Sharekhan” is the Brand Name given to its Retail Business.

SSKI carries out its Retail Broking Activities under “Sharekhan” Brand Name. Sharekhan Outlets act as Full Service Investment Solutions Provider, providing you wide range of services like – ? Equity & Derivatives Trading on NSE and BSE ? Online Trading ? Commodities Trading on MCX & NCDEX ? Portfolio Management Services ? Depository Services ? IPO Services ? Wide Range of Customized Research Products ? Uniform Service Standards Offerings of the Sharekhan: – Sharekhan offers both Offline and online trading account.

But now a days it mostly concentrates on online trading account through which a customer can buy and sell shares in an instant from any part of the globe trough website. It does not take into account any type of physical restriction of going to the broker for carrying out a transaction or any type of settlement of payment. It facilitates the customer a speedy and hassle free transaction. Share khan’s product consists of a 4-in-1 concept, which integrates: •  D-mat Account • Trading Account • Bank Link • Dial-N-Trade For doing a trading of shares everyone need D-mat A/C. In his D-mat A/C one can keep his shares.

Then Sharekhan provides a Trading A/C . Through this trading account, a Sharekhan customer can directly transfer his funds from his savings account i. e. from bank account to Sharekhan to his trading account without any paper work. He can buy and sell shares from the website and also view the market prices of the shares he trades on the terminal. Sharekhan. com allows trading at present only on NSE. BSE trading will be shortly available. To open an account a customer requires filling up a form consisting of 12 agreements, a passport size photograph, a residential proof, a photo id proof and a cheque drawn of respective amount in favor of S.

S. Kantilal Ishwarlal Securities Pvt. Ltd. & From 22 March, 2007 cheque is drawn in favor of Sharekhan Ltd. itself. After opening an account with Sharekhan, a customer will be given User id, Membership password and trading password, which will enable him to access his account and trade. Products of “SHAREKHAN”: – Sharekhan offers 2 types of products according to the volume-based requirements of the investors that are as follows:   CLASSIC ACCOUNT: • This account allows the client to trade through the website and is suitable for the retail investors. Here maximum scripts that can be shown on the terminal are only 25. Also the technical charts are not available. • It’s a JAVA BASED APPLET, which allows trading only through website and see latest prices of the scripts of your choice which is attached below. • This account also allows trading in Derivatives. • The lifetime registration charge for this account is Rs. 750 and there is no constraint of minimum turnover. SPEED TRADE ACCOUNT: – o This is ideal for active traders who transact frequently during day’s trading session to capitalize on intra-day price movements. Speed trade is Internet-based application based software, which is available on a CD, which provides everything a trader needs on one screen, thereby, reducing the time required to execute a trade. o Speed trade offers a tick-by-tick update on stock price movements with market depth and intra-day chart and lets the client do his own stock/technical analysis. o While the Lifetime charge for this account is Rs. 1000 /- with a minimum brokerage of Rs. 1500 /- to be generated each quarterly. OFF LINE SERVICES- ? In this Dmats A/C is open in Rs 350/- ? In this trader has to come in office for trading. Bank Connection: –

Sharekhan has affiliation with 8 banks, which allows its customers to enjoy the facility of instant credit and transfer of funds from his savings bank account to his Sharekhan trading account. The affiliated banks are as follows:  ? HDFC BANK ? UTI BANK ? CITI BANK ? ICICI BANK ? OBC BANK ? UNION BANK ? INDUSLAND BANK ? IDBI BANK DIAL-N-TRADE: – It is also an exclusive service available to all Sharekhan customers for trading in shares via the telephone. On dialing the toll free number 1800-22-7500 the customer will be directed to a tele-broker who will buy or sell shares for him. After Hour Orders: –

Sharekhan customers also enjoy the facility of placing orders even after the trading hours, and the orders are executed as soon as the market opens. Brokerage:- • It is one of the important things, which are observed by the customer while opening a D-mat A/C. • For Intraday Transactions they charge 0. 05 % on each leg Transaction. • For Delivery Transactions they charge 0. 50 % on each leg Transaction. & • For Derivatives Transactions they charge 0. 05 % on each leg Transaction. Trade in Commodity: – Sharekhan also trade in commodities like Bullion: Gold / Silver and Agricultural commodities through Sharekhan Commodity Pvt.

Ltd. which are a wholly owned subsidiary of its parent SSKI. Research Team of Sharekhan: – Research and in-depth knowledge of markets provide better than speculations or reacting to rumors. Research team provides knowledge to their customers about market condition. • In morning they provide “Eagle Eye” which tells about how the market will be in whole day. • In afternoon they provide “High Noon” which tells that up to that time how was the market and what about the remaining time what will be the condition of the market. • After the market they analyze the market summery of the whole day and give idea about next day market.

Mobile-N-Trade facility: – Now Sharekhan is providing the facility that their customers can do trading with the help of their mobile handset. For that purpose they have to pay some extra charge to activate that facility. Importance of the research to the Organization: – 1) The organization get’s the competitive information about the pricing strategy of their competitor’s. 2) Through that they can establish their new pricing strategy to gain competitive advantage. 3) They came to know the effects of using the pricing strategy in the market. Location of company: SHAREKHAN Limited Cross Land, 1204/22, J M Road, Opposite Shambhaji Park,

Shivajinagar, Pune, 411005 Phone No. : 020 25520002 Way to Share Khan (JM Road, Pune) Products of Sharekhan:- 1) Stock broking (NSE,BSE) 2) F & O broking (Future and option) 3) PMS (Portfolio Management Services) 4) Commodity trading 5) Insurance 6) Mutual fund 7) Pan card 8) IPO (Initial public offer) |Sharekhan Services | |Sharekhan, one of India’s leading brokerage houses, is the retail arm of SSKI. With over 510 share shops in 170 cities, and India’s premier online trading | |portal www. sharekhan. com, our customers enjoy multi-channel access to the stock markets. | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Introduction

The project assigned is “TO Study SWOT Analysis For Portfolio Management Services Offered By SHAREKHAN Ltd. In JM Road, Pune”. The purpose of project is to understand Portfolio Management Services, its function, terms involved in and types of Portfolio Management Services. And also study competitors PMS Services in this way that to help the company in its day-to-day work. I worked with the company as a management trainee in SHAREKHAN ltd. Hypothesis 1. People those have large excess money interested in investing in PMS. 2. Retail investors are also now take interest in this scheme. 3. PMS scheme does not have more impact on sales revenue of SHAREKHAN. OBJECTIVE ? To study Portfolio Management Services Offered By SHAREKHAN Ltd. To understand Portfolio Management Services and its importance. ? To study various types of Portfolio Management Services ? To know about the Portfolio Management Services Offered by competitors of SHAREKHAN Ltd ? To understand and know various terms used in and process used in Portfolio Management Services in market. ? Make the SWOT analysis of Portfolio Management Services offered by SHAREKHAN Ltd. LIMITATIONS While completing this project following limitations are occurred: ? Graphical Constraint: – ? Wrong Mind Set about Share Market: – ? Lack of awareness: – ? Lack of Money: – Methodology This project is Descriptive type of the project.

In this project I considered only the part of pricing strategy of the organization, and I also studied the topic of my Management Thesis from angle of 360 degree. This project comes under the Formal Research in which objectives are clearly defined and where researcher gathers whole information about all aspects of the project. There is a formal procedure to conduct research; I followed following steps of methodology to conduct the research, Identifying & Defining Problem Planning the Research Design Selecting a Research Method Selecting a Sampling Procedure Data Collection Evaluating the Data Preparing the Research Report Sources of the Information: – While collecting the data for project two types of Sources are used. 1. Primary sources : –

In this, data is collected directly from respondents using questionnaire, direct observation & interview techniques. So for this purpose I visited 150 people in the JM Road, Pune. I interviewed them and asked them various questions related to my project and try to find out the actual result 2. Secondary sources: – In this type of data collection I used the information which is already collected by some other person or in printed form before I collected. Sources of secondary data include websites, books, Internet, Journals and also the pamphlets, and the broachers made by the company for their advertisement, etc. I used above methodology & data sources for my project by following steps What is PMS (Portfolio Management Services)? Meaning of PMS

The word portfolio means a set or group or combination of securities held by and investor. And the word management means to conduct or manage in a proper way. Thus it means managing of share in a proper way expecting the risk and return. Portfolio Management is the process of selecting a bundle of securities that will provide the investing organization a maximum yield for a given level of risk or alternatively ensure minimum risk for a given level of return. A portfolio is defined a s the composite set of ownership rights to financial assets in which the investor wishes to invest. Portfolios are, thus, composed of securities. It means manages your money by fund manager. It just like Invest your money in PMS, sit back and do nothing. ” Advantages of investing in PMS V/s Mutual Fund • You have greater control over the asset allocation, whereas it is automatic in a mutual fund. • The portfolio can be customized to suit your risk-return profile • The portfolio manager has relatively greater flexibility to move in and out of cash as and when required depending on the market view. • Typically, charges are lower and more transparent in PMS vis a vis a Mutual Fund • Holdings not impacted by entry / exit of the investors. How Sharekhan Manages Portfolio? Sharekhan portfolio Management Services ? Protech ? Proprime ? Proarbitrage [pic]

A Trading based portfolio management scheme :- Sharekhan introduces a PMS Protech for- a client with higher risk profile using the tenents of Technical Analysis. Product Offerings 1. Nifty Thrifty 2. Beta Portfolio 1. Nifty Thrifty:- Nifty futures are bought and sold on the basis of an automated trading system that generates calls to go long / short. The exposure never exceeds value of portfolio i. e. there is no leveraging; but being short in Nifty allows you to earn even in falling markets and there by generates linear returns. Features of Nifty thrifty: o Nifty futures are bought and sold on the basis of an automated trading system that generates calls to go long / short. The exposure will never exceeds the value of the portfolio i. e. no leveraging; but will allow to be short in Nifty in falling market therefore allowing the client to earn irrespective of the market direction. o The balance money will be invested in Liquid Funds o Money management rules will be in place to see that the capital is not eroded. 2. Beta Portfolio:- Stocks in long term technical up trends are identified at various inflection points in their trading cycles. 80% of the portfolio is traded in delivery of such stocks. 20% is used in creating and options book i. e. buying calls/puts of the index / stocks to increase the portfolio beta and hedge against pitfalls. Features of Beta Portfolio: Stocks in long term technical up trends are identified at various inflection points in their trading cycles o 80% of the portfolio is traded in delivery of such stocks. o 20% is used in creating and options book i. e. buying calls/puts of the index / stocks to increase the portfolio beta and hedge against pitfalls. o The use of timing for delivery and options for a higher beta will attempt to offer a superior rate of returns by taking a risk only 20% of the capital. o Money management rules will be in place to see that the capital is not eroded. o Portfolio rebalancing may be conducted between the cash and options segments based on the profitability of each segment. Product characteristics: Using swing/momentum based index trading systems with stop/reverse trend following. ? Investor get the best of worlds by: ? Having positions in cash and options ? Delivery positions enable profit maximization, while options position offered high beta short term profit in the same portfolio. ? Low impact cost. Product details: • Minimum investment Rs. 5 Lakh • Lock in for 3 months • Fortnightly reporting of Portfolio Net Worth • Monthly reporting of Portfolio Holdings/Transactions • 20% profit sharing fees on booked profits quarterly basis • 5% discount on profit sharing fees [to 15%] for investment of 1 crore OR lock in of 1 year. • 0% AMC fees Brokerage 0. 05% for derivatives and 0. 30% for delivery. Nifty futures will be bought and sold on the basis of an automated trading system that will generate calls to go long/short. The system has been tested over the last 20 years of data and performance has been very good [details or returns v/s risk are available for interested investors]. The portfolio’s exposure will never exceed the value of the portfolio, i. e. there shall be no leveraging. But the strategy will allow us to go short/hedge on Nifty in falling markets, thereby yielding returns irrespective of the market direction. The portfolio will either be long or short at all point time. Nifty Thrifty: | |Nifty futures are bought and sold on the basis of an automated trading system that generates calls to go long/short. The | |exposure never exceeds value of portfolio i. e. there is no leveraging; but being short in Nifty allows you to earn even in | |falling markets and there by generateslinear | Product offerings: 1. The Aggressive Scheme: Ideal for investors looking at higher returns with high risk appetite. This portfolio consists of high growth stocks fulfilling any of the following conditions: ? Expected growth in profitability Turn around and corporate restructuring enabling value unlocking ? Relatively low valuation ? Mid to small cap companies 2. The Balanced Scheme: Ideal for investors looking at steady returns with low risk appetite. This portfolio consist of blend of quality blue chip and growth stocks ensuring a balance portfolio with relatively medium risk profile. Product approach: Investments are based on 3 tenets: I. Consistent, steady and sustainable returns II. Margin of safety III. Low volatility Product characteristics: ? Bottom up stock selection ? In-depth, independent fundamental research ? High quality companies with sustainable competitive advantage ?

Disciplined valuation approach applying multiple valuation measures ? Medium to long term vision, resulting in low portfolio turnover Product details: ? Minimum investment: Rs. 5 lakh ? Lock in: 3 months ? Reporting: Online access to portfolio holdings, monthly reporting of portfolio holdings/transactions ? Charges: 2. 5% per annum AMC fees charged every quarter, 0. 5% brokerage, 20% profit sharing after 15% hurdle is crossed- chargeable at the end of the fiscal year. Product offerings: Cash-future Arbitrage: it spots risk free opportunities that yield greater returns than conventional risk free products. On spotting the opportunity, the stock is bought and future is sold to lock in the spread.

Position is liquidated if the spread things before time or on expiry, whichever comes earlier. In this manner, the scheme moves from one opportunity to another. Product approach: There is an inherent opportunity in the spread that lies between cash and futures. When the spread is high stocks are bought; at the same time futures are sold to lock in the difference which is then bound to be zero at expiry. Product characteristics: Risk Free: On the whole, it is risk-free and can be compared to RBI bonds and GILT funds. High Returns: As compared to other zero risk products, it offers roughly an 8% post tax returns. Product details: ? Minimum Investment: Rs. 5 lakh ? Lock in: 3 months Reporting: fortnightly for portfolio net worth, monthly for portfolio holdings/Transactions ? Charges: 0. 035% brokerage for cash,0. 075% for delivery SWOT ANALYSIS Of PMS (Portfolio Management Services) offered by SHAREKHAN Ltd. Strengths In Sharekhan’s PMS (Portfolio Management Services) It has a product like NIFTY THRIFTY. It is the big strength for Sharekhan, because Sharekhan is only the license holder of NIFTY THRIFTY. Generally investors give more preference to this product because it works on the TECHNICAL basis and gives maximum returns is just about 40%. It is the maximum returns that no other product gives this much of returns to investors. The other product i. e. BETA Portfolio which works on Fundamental level.

In this product 80% of the portfolio is trade in the Delivery basis and the remaining 20% is trade in Option basis i. e. buying calls/puts. so investors gets fixed returns. So the product ProTech is very big strength of the Sharekhan Ltd. Weaknesses Sharekhan’s other products ProPrime and ProArbitrage does gives as much business as ProTech. In this two products risk is low and the returns are also steady or low. In this scheme money of investors invested in RBI Bonds and GILIT funds, in this way though as compare to other zero risk products, it offers roughly 8% post tax returns. So generally because of this investors are not prefere to invest their money in this scheme.

Because of large investment in PMS (Portfolio Management Services) it is minimum 5 lakh Investors does not take interest in such scheme. Sharekhan does not have the product of small investment, under 5 lakh that the retail investors also take interest in PMS (Portfolio Management Services). Opportunities As per mention above only Sharekhan has the license to operate ProTech which includes NIFTY THRIFTY and BETA portfolio so investors does not have any other option for investing there money if they want to invest in ProtTch. So this is proved as a very big opportunity for Sharekhan to capture the market and to get the customer as far as ProTech is concern. As per the studies the retail investors are taking interest in investing in PMS.

Because in PMS the portfolio is managed as a individual basis. In PMS services there is a fund Manager who manages our portfolio. So now retail investors are also take part in PMS services. So it will be opportunity for Sharekhan to increase their business and will take market lead. Threats In Pune Kotak and Motilal Oswal are the good competitors of Sharekhan. Because Kotak has a 12 years experience in PMS services , they have good products like Sharekhan . The second competitor is Pukhraj Securities because they provide the PMS scheme which has the minimum investment Rs 2, 00,000/- And Sharekhan has the products which has minimum investment Rs. , 00,000/-So Pukhraj also become a good competitor for Sharekhan. Second the entries of Reliance in stock broking will defiantly create a problem for Sharekhan. Market share of different stock broker for PMS in Pune [pic] The market share for PMS in Pune is captured by Kotak more than Sharekhan as well as other stock brokers. It is leading because Kotak provide this service from more than 12 years. Sharekhan started this scheme from 2003. In very short period it also captures market and highly competes with Kotak. And put back to the others. [pic] Because of higher investment requisition such as minimum investment is of Rs. 5,00,000/- in PMS so the no of investors are less than other products. [pic]

After taking the 100 client’s interview the result is derived as out of 100 investors 35 are go for sharekhan to invest their money. The second on the rank is Kotak. So it is proved that the PMS scheme provided by sharekhan is more preferred by investors. Conclusion After the studies I have concluded that if company provides the better product as well as schemes not only high class or higher income group will invest but the middle income group is also take interest in investing their money in share market. Only because of one best product and scheme if company launches it can be a market leader for that and will captures the more share of market. BIBLIOGRAPHY Books: – Financial Management Textbook. ? Marketing management Textbook. ? Sip student’s Manual Book. Pamphlets Printed by Various Stock Broking Firms. Web Sites: – ? www. Sharekhan. com ? www. MoneyControl. com ? www. Kotak. com ? www. AnandRathi. com ? www. MotilalOswal. com ? www. ICICIDirect. com ———————– I understand objectives of my management thesis. I prepared questionnaire to collect primary data from customers. I used data collection techniques like questionnaire & interviews. I compiled collected data using excel sheet. I analyzed collected data using various tools & graphical way. I draw conclusion from collected data & make report on it. Pune

This strategy has eliminated a lot of the competition such as small Mom’s & Pop’s stores in mall community as well as larger competitors like K-mart. Wall-Mart’s International Operations allows it to not only depend on its sales in the United States; in 2013 it earned $135 billion in other nations. (Strategic Management Insight, 2013) This strength helps to bring stability as well as great growth opportunities in developing nations. Wall-Mart’s information systems technology is a strength that holds the company together.

Over a decade ago Wall-Mart trailed K-Mart due to its size but implementing a point-of-sale system and other technological advancements has lead it to be the largest retailer in the world. Over a five year period Wall-Mart invested over 600 Million in information systems”. (Prentice Hall Inc. , 1999) This investment has allowed them to use only 10% of the floor space for inventory as compared to the industry average of 25%. (Prentice Hall Inc. 1999) Weaknesses Wall-Mart, a multi-billion dollar business, has internal weaknesses that if left unaddressed will ultimately affect the strengths of the company. To begin with, Wife and Sling pointed out that, “Rising criticism of Wall-Mart’s business practices, particularly those pertaining to labor relations, contributed to a tarnishing of its image” (Wife & Sling, 2007, p. ). Wall-Mart, throughout the years, has been accused of poor Human Relations; these accusations range from low wages paid out to employees to worker’s rights violations.

In recent years, Wall-Mart has faced an on slot of negative reports that indicate its policy of paying its employees low wages and the negative impact it has on its business are intertwined. According to Rick Angular, “Without enough employees to get the basic work of a retail operation done?and with those on site being paid a wage so low that it is difficult to expect much in the way of pride or motivation?Wall-Mart merchandise remains stacked on pallets in the arouse rather than making it to the floor where customers can find the products they want” (2013).

Additionally, Wall-Mart has been linked to companies that have been suspected of using sweatshops for production of the products being sold by Wall-Mart. Wife & Sling stated, “… Wall-Mart, in its relations with international suppliers, failed to enforce child-labor laws and worker-safety rules” (2007, p. 2). This has led to a public outcry of support for the employees who have suffered Human Rights violations; consequently, this has contributed to a drop in Wall-Mart’s sales.

The lack of proper planning by Wall-Mart has ultimately caused considerable financial losses associated with the cost of entering into some foreign markets, in addition to successfully become a global giant, many examples exist to support the notion that while entering a foreign market can be strength for the company, without proper planning it is also a weakness; this can have largely negative financial ramifications for the company. “In some cases, it neglected to adapt to local markets, arguably forcing its culture on certain regions at too rapid a pace” (Wife & Sling, 2007, p. ). This was the case in South Korea. Furthermore, Wall-Mart’s attempt to enter into Germany’s market is an example of the financial risk associated with entering into a market without first determining how well the company fits into that country’s culture and the people’s desire to deviate from their norm. “In July 2006, Wall-Mart left German market, selling its assets there to German retailer Metro GAG at an expected pretax loss of $1 billion” ( Wife & Sling, 2007, p. 3). Finally, Wall-Mart spent years trying to exploit the Russian market.

It has invested time and money into its attempted entry and has yet to establish an effective business plan to enter into the Russian market. Van Dyke has reported that, “Russian’s underdeveloped retail sector lures international giants with promises of high returns. But Wall-Mart has struggled to find a way in” (2010). Opportunities Wall-Mart stores have crossed borders into many other countries, succeeded in many and failed in others like South Korea, having to sell its store to another discount chain.

Wall-Mart can use what it has learned to further build more companies in other up and coming global markets. Wall-Mart also needs to start looking into building and strengthening the current stores they currently own. Wall-Mart currently offers many products within its stores, from nail and hair salons, to eye doctors and photography. What many don’t realize is that Wall-Mart also rents out space. The Wall-Mart In-Store Leasing Program provides local, regional, and national businesses the opportunity to lease space in front of operating Wall-Mart Stores and Superstores. Wall-Mart, 2013) By offering leasing space to local businesses, Wall- Mart is able to earn revenue without having the expenses of paying employees. Offering space to local businesses will also help to bring the community together by offering the local businesses to feel that Wall-Mart cares not Just about Wall-Mart, but a community as a whole. Wall-Mart can create a better name for the company by expanding into the “Green” market. By going “Green” not only can Wall-Mart gain some tax advantages, but learning to make packaging lighter and more efficient can also be cost saving and reduce waste.

Going “Green” can also sustain a positive response from the public and earn the respect and loyalty from a different customer base. Another department that Wall-Mart could Jump into is the rental services. Wall- Mart currently has an automotive department where they change oil and tires and other minor mechanical issues. Therefore, it could be a great way for Wall-Mart to expand the company name and offer vehicle rental comparable to Avis or Budget rental companies. With many locations worldwide the access for a customer to be able to drop off and pick up vehicles and do a little shopping would be very profitable for Wall-Mart.

Threats The biggest threat against Wall-Mart is the retail chain of Target. Target is the only chain that has prospered against Wall-Mart. Although it still only has one fifth of the sales and profits of Wall-Mart (Closer). In recent years, the recession has set back the housing market bust. Target has tried to imitate Wall-Mart but cannot compete with the good relationship with suppliers that Wall-Mart has built over the years. This enables Wall-Mart to give consumers the lowest possible prices on food, medicine and clothing unattainable by Target. Masers) If Wall-Mart keeps doing this Target is at least ten years away from catching up to the global giant. (Closer) Wall-Mart employs 2. 2 million employees in 8,500 stores and the lawsuits are staggering. (Samaras)Sam Wallow’s policy on lawsuits was to ask “What did we do wrong? If we re at fault, admit it and fix it, if not we will take them to court. “(Willing) In recent years Wall-Mart has been slipping from this policy. They need to get back on track; if not a surge of negative public opinion on Wall-Mart could become another major threat.

Strengths

Sony Company contains goods that show off of a extremely dominant sell. This include a standing intended for assessment of cash, expediency and a broad diversity of goods Sony Company contain grown-up considerably in excess of the years, and contain practiced worldwide development.

Sony Company’s major capability dishonesty resting on utilizes of IT toward completely hold up its global logistics scheme. Consequently, Sony Company be able to observe how their person odds execute in Japan, otherwise still at food on a quick look.

Information Technology as well chains Sony Company’s well-organized procurement.

Weaknesses:

Sony Company is single of the globally major corporation within electronics and other than contain a feeble manages of its territory, even though its Information Technology compensation.

This might direct in the direction of reduce in effectiveness in a few areas anywhere they contain the smallest amount organize of.

Because Sony Company vend goods crossways a lot of sector, the corporation might quire the suppleness that a number of of its additional paying attention competitor have.

Sony Company functions worldwide, other than its attendance are positioned in simply comparatively a small quantity of country universal.

Opportunities

Captivating in surplus of, integration, or form planned alliance among additional electronics corporation though center on brawny marketplace similar to Europe or the better China area.

The undergrowth of Sony Company functions Just on deals in a reasonably small capacity of condition all one in overload of the world. Read about PlayStation SWOT

Therefore, this would open the occasion for prospect industry in growing a variety of customer marketplace, for example persons inside China and India. The aperture of novel position and twigs present Sony Company the chance to develop marketplace growth.

This might direct to the diversification of the corporation’s brushwood on or after great wonderful middle to local-based site.

Threats

Organism figure single earnings that Sony Company is the goal of opposition, the corporation to bang, together nearby and internationally.

Organism worldwide ender earnings that Sony Company strength exist showing to political troubles in the nation anywhere the corporation contain procedure.

The manufacture expenses of the majority buyer goods contain the propensity to drop since of lesser developed expenses.

Developed expenses reduce since of outsourcing toward inexpensive region about the world.

This occurrence might guide to opposition in cost, which in twist would consequence in the depression of costs in a range of series.

Extreme cost opposition has to absolutely be careful a risk.

The Pacific Mail Steamship Company, predecessor of the American President Companies, was founded in 1848; it was one of the first steamship companies to open its doors in the United States. In 1921, the Pacific Mail Steamship Company was acquired by Dollar Steamship Lines, a company founded in the early asses by lumberman Robert Dollar. Then on November 1, 1938, Dollar Steamship Lines’ board of directors changed its name to American President Lines (PAL). The name change was due in part to the company’s practice of naming its ships after American presidents.

During those years PAL constructed one vessel named President Lincoln; his ship was the first of three CA-class, diesel-powered container ships to ever crossed the world’s oceans. Finally, in 1997 PAL merged with Neptune Orient Lines (NOEL) one of the largest shipping and logistics company in the world, headquartered in Singapore, with annual revenues of around IIS$8 billion. With more than 150 years’ experience PAL today employs over 5,500 employees in a global network of 162 offices in more than 55 countries.

PAL is committed to provide the best service possible to its customers, and part of that we can clearly see it in their mission statement below: To design, implement and execute end-to-end supply chain solutions and create competitive advantage for our customers that reduce costs and inventory, increase flexibility and better-match product to demand. ” Strengths History and employees American President Lines is a pioneer in the logistics and transportation industry with over 150 years of experience. In their about us section they take a lot of pride in their employees and they state that is their biggest asset in their company.

This is a portion of their about us section: “Our greatest asset though is not our information genealogy, or our ships and terminals, or trucks and warehouse. Our greatest asset is our people. They are resourceful, innovative, passionate, and dedicated to making this an extraordinary organization. ” Human resources play a vital part in any organization, because you can have the most sophisticated equipment or software, but still you need people to operate the equipment needed to run any type of business.

Multiple Offices & Equipment American Presidential Lines has been delivering containers for over fifteen decades since their beginning in 1848. In their early years they began doing small rips carrying mail from Panama to Oregon. Twenty years later they started their regular and international shipping between the United States and Asia, carrying passengers, cargo, and mail. Today PAL is one of the giants in the shipping and logistic industry with over 162 offices in over 55 countries.

PAL provides more than 50 weekly services with a fleet of approximately 100 ships operating in all major trade lanes reaching over 25,000 locations in 140 countries. With such a high volume of activity in this company PAL offers to its customer’s one of the most sophisticated technology available today. Information Services. They use mainframe computers and microcomputers linked through a telecommunications network, in pretty much all of the countries where they operate. Those computer systems booked cargo and generate bills; tracked and controlled their containers.

The computers pre-plan the time of each loading of containers into ships, and route ship, rail and truck movements. PAL provides their customer’s a door-to-door truck load transportation service for domestic freight in the United States. With a tracking system that allows the costumer to see their container all the way from the parting point until it reaches its destination. PAL is also known in the logistics industry as being innovators, introducing to the public new equipment.

In 1982 American Presidential Lines introduced to the world the first 45-foot high- cube shipping container to the industry. On the following years PAL introduced a double-stack system for its line train, allowing two shipping containers stacked one on top of the other. 48-foot-long containers for use in North America, and high-cube wide bodied refrigerated containers. Joining Forces Prior to Joined forces with NOEL, American Presidential Lines had a small market in Asia, with their biggest market being in the Americans and Mexico.

After they launched a double-stack train service PAL signed one of their biggest contracts between the United States and Mexico, transporting automobile parts for Ford; one of the biggest automobile companies in the US. They moved parts from Heirlooms, Chihuahua to all the major points in the United States in a move to capitalize the free trade agreement between the United States and Mexico. Weaknesses Lack of security On September 28, 2007 the FBI, US customs, and border patrol conducted a test on one of Pal’s terminals in the port of Seattle.

This test consisted on a bomb threat to the terminal. The people at the terminal were evacuated according to procedures; the gates however, remained open to truck coming in the port to pick-up or drop containers. One of PAL representatives later on informed the press that this was a good exercise. PAL now is more concern about this type of threats and they will put more emphasis in security. Lack of good leaders In past years American Presidential Lines has suffered major losses due to bad decisions. One remarkable decision that lead PAL to a huge loss, occurred in 1990.

In that year former CEO Donald C. Or’s, was replaced by Timothy J. Rein, formerly president of another logistic company. In that year the chief financial officer, left his position and the cost of the restructuring caused PAL to report a $60 million loss for that year. Opportunity Expansion American Presidential Lines offers big opportunity for people in the United States, with almost 70% of Pal’s annual revenue coming from the American continent. In 1986 PAL continued its grow in the US, now investing $500 million dollars to the expansion of its company.

This plan included the purchase of five CIO-class container hips, new rail equipment, and new software. One year later, the company moved to double the size of its Oakland, California, port facilities creating new Job opportunities for hundreds of new employees. The new facilities included new equipment; the company added 1 ,OOH containers to its fleet, and an expansion from year lease with the Port of Los Angles to form a new terminal facility. This opened up new doors to new customers that imported merchandised from other countries. Involvement PAL is one of the companies that believe in giving back to the community.

They now that their customers are the reason why they are on top and the reason of their success. PAL gives monetary contributions directed by management and employees to different communities in the world. Threats Competitors, Global Trade & Equipment The shipping industry has become a really big industry in resent years, due in big part to the e-commerce and to the global trade. For this reason this industry is attracting more and more entrepreneurs for hopes of investment in this industry. Among the biggest competitors for PAL we can find: Marks, Evergreen, China Ocean