cpa113, leadership Case 大讨论

yesido

原帖由 水天蓝 于 2009-10-19 23:30 发表

the reason is being

1, the leading gross margin and net margin, other competitors are not able to match SWL low cost operation , indicating a strategic capability
2, 8th largest company in terms ...

I disagree.
I think the high margin might come from the focus on premium+ wine strategy. Bare in mind, premium wine's margin were higher anyway.
I do not think higher margin indicates lower cost.

yesido

好辛苦，半夜还在看。
请问大家在Ansoff matrix部分，market expansion和new product development 相比，哪一个更risky 一点呢？
我自己一开始的时候十分肯定第二preference 是market expansion，可是到了evaluation的时候又犹豫了。
困扰啊。

另外大家分析option的时候，结合预发资料的第七部分——latest developments吗？
如果结合的话，人家都已经在发展计划中了，还option个什么劲啊？

lucyche5045

Key strategic issues for Schultz 有哪些呢，除了他没有达到top five 的目标，他的differentiaing factor 不明显，还有哪些呢？

水天蓝

原帖由 yesido 于 2009-10-20 00:19 发表


I disagree.
I think the high margin might come from the focus on premium+ wine strategy. Bare in mind, premium wine's margin were higher anyway.
I do not think higher margin indicates lower cos ...

reasonable. higher margin could be from high revenue or low cost. it is my personal opinion , i will take this into account at exam.

水天蓝

is there anyone reckon generic strategy for McMillan money for value , on the base that it a prodominant bulk wine producer?

水天蓝

原帖由 miller2 于 2009-10-13 12:50 发表
关于low cost strategy:  我的看法是， SCHULTS is the best perfomer in this industry (Financial wise) as per the case material, Hiher Gross/Net Margin % indicate Lower Cost than Average.

Another reas ...

isnot high gross margin and net margin and high ROA a measurement on performance ? not their business strategy

joyyk

When I log on CPA website, I found that I had already missed the important exam information.  The message is as follows

Important-Exam info-MYOL not available 9:00PM Fri 16 Oct '09
Posted by Tim (Facilitator) at 08/10/2009 12:10 PM EST
To ensure your exam preparation is not impacted by this outage, prior to 9:00PM AEDST on Friday 16 October 2009, all candidates are strongly encouraged to download the contents of the folder in My Online Learning titled 'Examination information (contains pre-seen information)'.

Is there anybody  knows about this? What is it about? If anyone has downloaded it, would you kindly send a copy to me at joyyk@hotmail.com? Thanks very much.

[ 本帖最后由 joyyk 于 2009-10-20 12:50 编辑 ]

水天蓝

原帖由 majomomoko 于 2009-10-17 12:48 发表
問題關於part B內容的只有1，2 小題，具體我不是記得很清楚了，我上次考的是選一個新的CEO，這次就應該是考acquisition, ，我自己就準備了PART B的所有題目應用到 Schultz 上面，，，例如task 1， 這些是 以目前所有 ...

多谢， 正在疑惑怎么准备part B, 占的分值大吗？

悉尼阳光

试卷总分80, 那New information会占多少分呢?

水天蓝

大家有没有分析SWL strategic isuses的？

我的分析是
1， 虽然他的growth 快， profitability 高， 但毕竟是一个小公司， 市场份额才只有1.6%，公司需要大力的发展， 才能和那些大公司竞争，同时，因为market share 很小， 有被国际大公司takeover 的可能。
2， SWL 没有significant distribution network , 很大程度上依靠中间商，further squeeze profit margi, even though they have build up strong relatioship with the mercants.
3, acquistion of Stafano need huge fund , considering SWL smaller market share , and this activity will take fund way from working capital , and will slow its growth , plus , Stafano located in NSW, which is a challenge for SWL management , who's been working closely with staff and suppliers.  a further point is that Stafano's production focuses on niche market ,dessert wine , this seems a misfit with SWL strategy....

any one want to discuss on this ?

sun-shine

CASE给的关于acquisition stefano的信息太少了，换CEO也没看出来可能，怎么准备PART B阿

joyyk

"five distractors" means that one out of six, doesn't it?
Please confirm if anybody ever attened last time. Thanks.
Eric

水天蓝

原帖由 113 于 2009-10-20 15:59 发表



I agree !

But why Stefano is niche, i think it is differentiation

他的主打产品是dessert wine,而市场基本上被table wine , sparkling wine 瓜分绝大部分， 他基本是在夹缝中求生存。 个人意见

yesido

原帖由 水天蓝 于 2009-10-20 16:28 发表


他的主打产品是dessert wine,而市场基本上被table wine , sparkling wine 瓜分绝大部分， 他基本是在夹缝中求生存。 个人意见

I agree.

yesido

原帖由 水天蓝 于 2009-10-20 14:53 发表
大家有没有分析SWL strategic isuses的？

我的分析是
1， 虽然他的growth 快， profitability 高， 但毕竟是一个小公司， 市场份额才只有1.6%，公司需要大力的发展， 才能和那些大公司竞争，同时，因为market sh ...

我觉得还有一点是更多的公司进入premium+ wine的竞争，SWL的future 利润率会降低的。

水天蓝

原帖由 yesido 于 2009-10-20 16:49 发表


我觉得还有一点是更多的公司进入premium+ wine的竞争，SWL的future 利润率会降低的。

对的， 其实过去5年， 他的gross margin net margin 就已经delining了

ericantona

这份题是05年的一份题.

有没有人认识05年考过的人?

水天蓝

大家都是怎么分析key stakeholder的

esnow_5300580

using Ansoff’s product/market matrix，大家都是怎么分析的，有点拿不准market expansion是不是应该排在第二 after Market Penetration ？如果这里的new product Development 可以指premiun+ wine这个sgement，那是不是 New Product Development应该排第二呢？
           
any thought and suggestions,thax!

hezi

原帖由 水天蓝 于 2009-10-20 14:53 发表
大家有没有分析SWL strategic isuses的？

我的分析是
1， 虽然他的growth 快， profitability 高， 但毕竟是一个小公司， 市场份额才只有1.6%，公司需要大力的发展， 才能和那些大公司竞争，同时，因为market sh ...

我觉得你的第三点不涉及strategy，这只是commenced negotiation

我有一点没有把握，我想从inconsistent with business environment来谈，现在是oversupply and market prices declining period，而S还要focus on the relationship with grape growers，although S requires high quality grape for its differientiation strategy。I still think it is inconsistent with business environment.

Any idea?

hezi

原帖由 Sially 于 2009-10-19 21:46 发表



I do take the fully integrated bit in, since the big company do have access from raw material-grapes to cellar door sale.

As per sample case, I think largest wine produer belongs to value pro ...

有谁知道缺少bottling service的公司能不能定义为fully integrated呢？

miller2

原帖由 hezi 于 2009-10-20 21:12 发表


有谁知道缺少bottling service的公司能不能定义为fully integrated呢？

I do not think so

水天蓝

原帖由 113 于 2009-10-20 22:38 发表
谁能告诉我CASE第10页 的export channel地一句中的57%是哪里来的,多谢

113, 我看你好像提过大家应该聚一聚讨论，不知道你明天有没有时间？？你在墨尔本么  ？

水天蓝

原帖由 113 于 2009-10-20 23:14 发表


我有时间,但我在悉尼

呵呵， 那没有办法了。。。

cygrace

我都写得要吐了，大家考完来个聚会吧，放松一下。

sun-shine

Part B好头晕阿，给的信息太少，怎么准备阿。。想写都没得写。。

原来

考试还会给信息的

hezi

大家说说Stefano是不是focus on quality？我一开始写focus on vineyard，今天发现，Stefano好像更重视原汁原味的葡萄酒，什么土壤出什么酒，winemaker不要干预葡萄酒的制成，到底Stefano和Schultz在quality上alignment吗？

[ 本帖最后由 hezi 于 2009-10-21 00:10 编辑 ]

水天蓝

Schults Cellar Club international expansion 是market penetration 还是market expansion.. 多谢

lucyche5045

我觉得S has strong brand marketing and promotion capability, 而它的product development capability 相对低些，market expansion 应该排在 product development之前。不过我不确定market penetration 和market expansion 相比，哪个risk 更低一些，是acquisition 还是 expansion of  Schultz club 和 entry to india market?
大家有什么意见？