CPA 113 考前讨论帖。。。【考试结束咯！】

bt123123

原帖由 Wobat 于 2010-4-26 11:09 发表


还没有人回答我这个问题，在分析stratigic capability 的时候，关于economies of scale, butlers is better than ABL because it has largest market share? everyone agrees with this?

我沒有說butler is better than abl. 只說abl 是第二大有好的eos 加上abl 有好多investment, eos 都好好有advantage.

Errand

原帖由 Wobat 于 2010-4-26 11:09 发表


还没有人回答我这个问题，在分析stratigic capability 的时候，关于economies of scale, butlers is better than ABL because it has largest market share? everyone agrees with this?

考虑一下。。。。
那你写的ABL的stratigic capability是哪些？

Wobat

原帖由 Errand 于 2010-4-26 11:20 发表


考虑一下。。。。
那你写的ABL的stratigic capability是哪些？

我分析完就是这一个stratigic capability:
Effective market orientation, product promotion, and advertising

对于economie of scale 有疑虑，就是哪一个更强bulters or ABL? 如果ABL 强于BULTERS，那么这个也算是stratigic capability

Wobat

原帖由 bt123123 于 2010-4-26 11:18 发表

我沒有說butler is better than abl. 只說abl 是第二大有好的eos 加上abl 有好多investment, eos 都好好有advantage.

请看study guide P7.13 table, 要分析 better than the competition? 要分析出哪个更好才行。

bt123123

原帖由 Wobat 于 2010-4-26 11:23 发表

我分析完就是这一个stratigic capability:
Effective market orientation, product promotion, and advertising

对于economie of scale 有疑虑，就是哪一个更强bulters or ABL? 如果ABL 强于BULTERS，那么这个 ...

算....abl 都已經第二大....
不過你都可以說eos 是abl 的advantage, 不過忽不上第一大, 但共他人不太easy follow....

DON'T SPEND TOO MANY TIME IN THIS POINT.... both ans are correct... it is depending on your reason... move on to part b.....

bt123123

原帖由 Wobat 于 2010-4-26 11:02 发表
ACQUISITION一定是要准备的，天灾人祸也要准备，呵呵

问大家一个比较傻的问题，上市公司的 the board 里面的成员全是shareholder 吗？
你们在分析key stakeholders 的时候有没有分析 board?

我沒有...但我有abl employee & CEO (Tom Dwyer)

Tbe board 里面的成员不一定是shareholder

Wobat

原帖由 bt123123 于 2010-4-26 11:28 发表


算....abl 都已經第二大....
不過你都可以說eos 是abl 的advantage, 不過忽不上第一大, 但共他人不太easy follow....

DON'T SPEND TOO MANY TIME IN THIS POINT.... both ans are correct... it is dependin ...

thank you, Steven.

bt123123

Study gudie 有 visionary leader 嗎?

是那頁?

Wobat

原帖由 bt123123 于 2010-4-26 11:37 发表
Study gudie 有 visionary leader 嗎?

是那頁?

study guide P6.22
chicken case study P7.47

jemmyqiu

agree with Suppliers impact
substitutes impact i think is mdeium to high, due to low switching costs between different brandm and other substitutes like water filter etc
buyer's power i also think is meium to high, strong control over the industry by major retailer, squeezing margin

i am not sure if i am correct.....

Errand

原帖由 jemmyqiu 于 2010-4-26 11:49 发表
agree with Suppliers impact
substitutes impact i think is mdeium to high, due to low switching costs between different brandm and other substitutes like water filter etc
buyer's power i also think i ...

咱现在谁也不知道谁的答案是正确的，应该说，根本没有正确答案
你若能自圆其说，就可以得分。

yodel

not all shareholders. independent directors who are not related to the company.

原帖由 bt123123 于 2010-4-26 11:34 发表


我沒有...但我有abl employee & CEO (Tom Dwyer)

Tbe board 里面的成员不一定是shareholder

CXZHANG

Hi for your task 3, do u  mentioned that ABL involvement in snack food market. which ABL needs to focus on it for market share.

Also for Diversification,  confectionary business. it's major competitor Butler has this business already. if abl like no 1, it need as well.

I did not mention above how about u? thanks

bt123123

原帖由 Wobat 于 2010-4-26 11:48 发表


study guide P6.22
chicken case study P7.47

thanks

bt123123

原帖由 CXZHANG 于 2010-4-26 12:12 发表
Hi for your task 3, do u  mentioned that ABL involvement in snack food market. which ABL needs to focus on it for market share.

Also for Diversification,  confectionary business. it's major compet ...

i don't have any snack food in part A task 3.  ABL acquired snack food recently.  Snack food is already part of ABL.

bt123123

原帖由 jemmyqiu 于 2010-4-26 11:49 发表
agree with Suppliers impact
substitutes impact i think is mdeium to high, due to low switching costs between different brandm and other substitutes like water filter etc
buyer's power i also think i ...

my ans is similar to you

winnieet

Are Hydrate Water Pty Limited and Internation beverage Ltd generic strategy are differentiation?
Please help?

sunshinelily

大家好，这里有几个问题，想和大家探讨一下：

1. 我认为Life cycle position of NAB 是growth stage。我的理由是，澳洲的nab从2005年的179.7 LITER个人消费涨到2009的228.5， 并且澳洲的消费模式是跟从美国的，现在澳洲的消费只是美国的63%，所以就是说，还有很大的发展潜力。

2.ABL（未进入bottled water的前提下）的LIFE CYCLE是MATURITY的，因为CSD仍然占公司收入的68%,在2009年的时候。

3.botled water的historcal growth的趋势是high growth的， future的趋势是medium to high。

4.在分析因素的时候，在考虑climate change to warm的时候，这个是一定会影响future的因数，但大家还会把它考虑在历史因数吗？

5. 大家在考虑subtitutes的竞争程度的时候，是high level competition还是medium level？---该问题，我个人认为是medium to high

6. Effective market orientation,advertising, 还有，Branding,image and breath of product range，这2个，算不算是abl的capabiliy straegy? 我个人认为2个都应该算

7. 在考虑type of leadership and change management required的时候，大家认为是fine tning还是incremental adjustment?我个人认为是fine tuning,因为销售渠道都是一样的，虽然bottled water对于abl来说，是新产品。

8. 针对ABL的life circle,对应的stratigic leadership style应该是caretaker吧？

大家探讨一下啊

4.

[ 本帖最后由 sunshinelily 于 2010-4-26 14:13 编辑 ]

Errand

原帖由 winnieet 于 2010-4-26 13:16 发表
Are Hydrate Water Pty Limited and Internation beverage Ltd generic strategy are differentiation?
Please help?

yes

bt123123

5. 大家在考虑subtitutes的竞争程度的时候，是high level competition还是medium level？---该问题，我个人认为是medium to high
你有什麼substitutes? i think it is only imported drink and alcoholic drink. 我个人认为是 low.

4.在分析因素的时候，在考虑climate change to warm的时候.... only in future....and -ve for NAB

7. 在考虑type of leadership and change management required的时候，大家认为是fine tning还是incremental adjustment?我个人认为是fine tuning,因为销售渠道都是一样的，虽然bottled water对于abl来说，是新产品。
Agreed... fine tunin...

8. 针对ABL的life circle,对应的stratigic leadership style应该是caretaker吧？
depend.... ABL without BW business is caretaker.... after acquisition is risktaker....

Errand

原帖由 sunshinelily 于 2010-4-26 14:09 发表
大家好，这里有几个问题，想和大家探讨一下：

1. 我认为Life cycle position of NAB 是growth stage。我的理由是，澳洲的nab从2005年的179.7 LITER个人消费涨到2009的228.5， 并且澳洲的消费模式是跟从美国的，现 ...

1，我本来也是分析NAB的，后来纠结之后，就变成BW了
2，.。。
3，historcal growth：medium to high,  future:low to medium
4,future only
5,high
6,...
7,...
8，没看懂

pkseto

About the future profitability in part A ? I am confused, too.  I collect all the information.

(NAB)
Growth - population up , consump. compare with other countries up

(bottle)
consump per litre up till 2015, ave price per litre up till 2015,

Maturity -consumption will be down some day per the case

Besides, Balanced score, Ansoff,.. all the answers are more or less around the same things.

Now I am working on part B, too

[ 本帖最后由 pkseto 于 2010-4-26 15:11 编辑 ]

bt123123

原帖由 Errand 于 2010-4-26 14:22 发表


1，我本来也是分析NAB的，后来纠结之后，就变成BW了
2，.。。
3，historcal growth：medium to high,  future:low to medium
4,future only
5,high
8，没看懂

5. 大家在考虑subtitutes的竞争程度的时候，是high level competition还是medium level？---该问题，我个人认为是medium to high
你有什麼說substitutes are high? 有什麼論點?

花正红

原帖由 bt123123 于 2010-4-26 14:21 发表
5. 大家在考虑subtitutes的竞争程度的时候，是high level competition还是medium level？---该问题，我个人认为是medium to high
你有什麼substitutes? i think it is only imported drink and alcoholic drink. 我 ...

Thanks， BT123123

oddboy

原帖由 bt123123 于 2010-4-26 14:21 发表
5. 大家在考虑subtitutes的竞争程度的时候，是high level competition还是medium level？---该问题，我个人认为是medium to high
你有什麼substitutes? i think it is only imported drink and alcoholic drink. 我 ...

1. life cycle of NAB是mature，但bottled water是growth
2和3一致观点
4. 是future factor only
5. Ｍedium to high，case fact里面有提到其他substitute会compete for market share，越来越intensified
6. 算
7. 认为是incremental adjustment，因为ABL未来要将CSD的份额降下去，让non-csd来lead the growth，算是比fine tune改变程度要深些，且不是small change，所以选incremental adjustment
8. 分acquistion前后，前是surgeon, 后是caretaker.

不知是否准确，请大家指教。。。

rogerze5046

原帖由 bt123123 于 2010-4-26 14:21 发表
5. 大家在考虑subtitutes的竞争程度的时候，是high level competition还是medium level？---该问题，我个人认为是medium to high
你有什麼substitutes? i think it is only imported drink and alcoholic drink. 我 ...

我个人理解substitute，是来自于industry以外的产品。那么总体看来可以取代NAB的不多。除了tap water，hard drinks，（filter 潜在技术因素）
我一开始也是觉得“现在”是low就可以了.
不过材料中间有提到说“substitute“有的时候是来自于NAB的产品之间的互相取代。那么这么看就很高了。。。

所以我2个答案都准备了。。答题的时候写清楚原因 ，毕竟remote environment是分析industry以外的因素为重点。
NAB所属产品的互相取代可以会归类于Industry rival

shaunhuang

很明显strategic option应该是去acquire，但是在接下去分析Is the strategy feasible?的时候，case中明显提到further consolidation will be difficult due to the relatively high market shares held by the four major companies. Regulatory concerns about restriction of competition will also affect further consolidation. 我们明显是要提出acquire是feasible，但是句中又说很难，怎么自圆其说呢。

大家积极讨论啊~~~

rogerze5046

原帖由 sunshinelily 于 2010-4-26 14:09 发表
大家好，这里有几个问题，想和大家探讨一下：

1. 我认为Life cycle position of NAB 是growth stage。我的理由是，澳洲的nab从2005年的179.7 LITER个人消费涨到2009的228.5， 并且澳洲的消费模式是跟从美国的，现 ...

6 你说的那2个都属于同一个factor下面的。>_<

bt123123

原帖由 rogerze5046 于 2010-4-26 15:53 发表



我个人理解substitute，是来自于industry以外的产品。那么总体看来可以取代NAB的不多。除了tap water，hard drinks，（filter 潜在技术因素）
我一开始也是觉得“现在”是low就可以了.
不过材料中间有提到说 ...

agreed with you....
nab 是1個industry.  in this case porter 是用來analysis industry.
nab drink 同 nab drink 之間不存在競爭....

野草

纠结了很久才蒙出来说:
Bulters--leader
Hydrate--differentiation
International---differentiation
Fountain---niche

ABL???? 不知道该是哪个了。
大家有什么高见啊。越写脑子越混乱