President, Vision Research

Robert C Prather Jr

President

Vision Research

Vision Research was formed in 2004 with the vision of generating the best possible fundamental analysis and investment research for smid cap US equities. In 2008, we broadened our coverage to include mid/large cap US stocks.  After researching a  few ideas outside the US each year for a number of years, we launched a dedicated non-US equity product at the end of 2015.  This was followed by the introduction of a product focused on IPOs in mid-2017.

Fundamental Insight

Equity Bottom-Up

<a href="https://www.smartkarma.com/entities/samsung-electronics-co-ltd" target="_blank" data-smartkarma-citation="entities:191:1" rel="noopener">Samsung Electronics (005930 KS)</a> , <a href="https://www.smartkarma.com/entities/lg-electronics-inc" target="_blank" data-smartkarma-citation="entities:8814:1" rel="noopener">LG Electronics (066570 KS)</a>, and <a href="https://www.smartkarma.com/entities/haier-electronics-group-co" target="_blank" data-smartkarma-citation="entities:4877:1" rel="noopener">Haier Electronics Group Co (1169 HK)</a> were stealing share from <a href="https://www.smartkarma.com/entities/electrolux-ab" target="_blank" data-smartkarma-citation="entities:22351:1" rel="noopener">Electrolux AB (ELUXB SS)</a> prior to the pandemic.  After pandemic induced demand surge subsides, Vision expects these market share headwinds to revive while <a href="https://www.smartkarma.com/entities/electrolux-ab" target="_blank" data-smartkarma-citation="entities:22351:1" rel="noopener">Electrolux AB (ELUXB SS)</a> faces difficult comparisons leading to weak top line growth and rising commodity costs weigh on profits.

Samsung Electronics (005930 KS) , LG Electronics (066570 KS), and Haier Electronics Group Co (1169 HK) were stealing share from Electrolux AB (ELUXB SS) prior to the pandemic.  After pandemic induced demand surge subsides, Vision expects these market share headwinds to revive while Electrolux AB (ELUXB SS) faces difficult comparisons leading to weak top line growth and rising commodity costs weigh on profits.

Electrolux (ELUXB SS): Asian Competitors, Difficult Comps, & Rising Commodity Costs Create Headwinds

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

Hisense Visual Technology Co., Ltd. A / Equity Bottom-Up

Hisense Visual Technology Co., Ltd. A (600060 CH)

During CES 2017, hosted in January 2017, in addition to its latest laser television products, Hisense showcased its newest connected fridge freezers, built with built-in voice control capability, which can receive user voice commands. They can also interact with users to recommend dishes based on scanned available food ingredients found in them and family members’ health conditions and food preferences. With the trend towards control through voice recognition, which became mainstream at CES 2017, and is seeing companies such as LG Corp equipping their latest fridge freezers with Amazon Alexa, Hisense is not only competing with its Chinese rivals but is also aiming to closely develop its appliances in line with global trends for its global competencies against Western (e.g. Electrolux, Whirlpool) and South Korean companies (e.g. LG, Samsung).

During CES 2017, hosted in January 2017, in addition to its latest laser television products, Hisense showcased its newest connected fridge freezers, built with built-in voice control capability, which can receive user voice commands. They can also interact with users to recommend dishes based on scanned available food ingredients found in them and family members’ health conditions and food preferences. With the trend towards control through voice recognition, which became mainstream at CES 2017, and is seeing companies such as LG Corp equipping their latest fridge freezers with Amazon Alexa, Hisense is not only competing with its Chinese rivals but is also aiming to closely develop its appliances in line with global trends for its global competencies against Western (e.g. Electrolux, Whirlpool) and South Korean companies (e.g. LG, Samsung).

Hisense Group: Another Chinese Manufacturer to Watch Out

Global Company Profile of Panasonic Corporation in Consumer Appliances Market:<div class="sk-insight-content__block"><ol><li>Strategic Evaluation</li><li>Competitive Positioning</li><li>Market Assessment</li><li>Geographic and Category Opportunities</li><li>Brand Strategy</li><li>Operations</li><li>Recommendations</li></ol></div>

Global Company Profile of Panasonic Corporation in Consumer Appliances Market:Strategic EvaluationCompetitive PositioningMarket AssessmentGeographic and Category OpportunitiesBrand StrategyOperationsRecommendations

Part 4: Panasonic Corp. In Consumer Appliances

Global Company Profile of Panasonic Corporation in Consumer Appliances Market:<ol><li>Strategic Evaluation</li><li>Competitive Positioning</li><li>Market Assessment</li><li>Geographic and Category Opportunities</li><li>Brand Strategy</li><li>Operations</li><li>Recommendations</li></ol>

Part 2: Panasonic Corp. In Consumer Appliances

Sweden

Electrolux AB is an appliance company based in Sweden. The Company's products include refrigerators, dishwashers, washing machines, cookers, vacuum cleaners, air conditioners and small domestic appliances.

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Electrolux (ELUXB SS)