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Which Companies stand to profit most from emerging middle class in china,india
Posted on 5/18/13 at 11:41 pm
Posted on 5/18/13 at 11:41 pm
As the world evolves and everyone strives to achieve the american dream of working and moving on up into the middle class what companies do you all see achieving lots of success in the coming 10-20 years. I see
1.Nike(everyone loves their american shoes)
2.Visa(80% of the world is still paying cash)
3.Mastercard(same as above)
4.Coke
5.mcdonalds(adding stores at an insane pace in china)
6.samsung(more money, but not enough for apple products)
7.I think mineral companies too from the population growth
8.platinum,not gold, bc platinum is used in catalytic converters and china has no emissions standards right now but will bc the pollution is so bad
This could be an interesting thread to see everyone's views on what companies will thrive in emerging markets in the coming years and why. I could also see Mccormick who I read basically has a monopoly on the spice market and is expanding globally rapidly also benefitting from more money at their disposal
1.Nike(everyone loves their american shoes)
2.Visa(80% of the world is still paying cash)
3.Mastercard(same as above)
4.Coke
5.mcdonalds(adding stores at an insane pace in china)
6.samsung(more money, but not enough for apple products)
7.I think mineral companies too from the population growth
8.platinum,not gold, bc platinum is used in catalytic converters and china has no emissions standards right now but will bc the pollution is so bad
This could be an interesting thread to see everyone's views on what companies will thrive in emerging markets in the coming years and why. I could also see Mccormick who I read basically has a monopoly on the spice market and is expanding globally rapidly also benefitting from more money at their disposal
This post was edited on 5/19/13 at 12:15 am
6
Posted on 5/19/13 at 7:12 pm to ThaBigFella
quote:
5.mcdonalds(adding stores at an insane pace in china)
you can eat cows in China, not so much in India
This post was edited on 5/19/13 at 7:13 pm
Posted on 5/19/13 at 8:13 pm to ThaBigFella
Why just Samsung? How about other tech companies such as Nokia and BlackBerry? They still command a big market share in Asia where people are not as enamored by Apple or Samsung products as they are in the western world. They want cheap products that work. I will go out on a limb and say that growth in smartphone adoption in emerging markets is the sole reason Nokia and BlackBerry will survive in the long term.
This post was edited on 5/19/13 at 8:18 pm
Posted on 5/19/13 at 8:15 pm to TigerintheNO
quote:
not so much in India
What meats can they eat? They will make those in burgers I'm sure.
Posted on 5/19/13 at 8:17 pm to wegotdatwood
quote:
What meats can they eat? They will make those in burgers I'm sure.
McDonald's in India serve veggie and chicken burgers mainly.
Posted on 5/19/13 at 8:20 pm to stendulkar
Are they as popular as they are in America?
What about the cigarette companies?
What about the cigarette companies?
Posted on 5/19/13 at 8:27 pm to ThaBigFella
Yum! Brands (YUM) was one I did work on a couple years ago. You'd be surprised how much Chinese people love KFC.
Posted on 5/19/13 at 9:01 pm to wegotdatwood
quote:
Are they as popular as they are in America?
What about the cigarette companies?
McDonalds, KFC, Pizza Hut, Dominoes and Subway are popular in the bigger cities. Funnily, these fast food restaurants are considered 'up-scale' in India due to the relative cost of the food being served.
quote:
What about the cigarette companies?
Marlboro, Camel Lights or other western cigarettes are not common in India. Cigarettes made locally sell the most. The Indian government has very strict rules against tobacco advertising, so much so that you can't show smoking on television or in movies. If there is a scene where an actor is smoking, it is blurred out, much like they do the middle finger here on prime time TV in the US.
Posted on 5/19/13 at 9:07 pm to ThaBigFella
Bitcoins
Posted on 5/19/13 at 9:08 pm to stendulkar
quote:
McDonald's in India serve veggie and chicken burgers mainly.
The Big Mac Index in India uses an Indian substitute
I like the VISA/Mastercard ideas though. The question becomes, what about the companies that produce credit card processing machines? If 80% of the world uses cash, it would indicate a number of people in the wold would need those machines to process credit cards
Specifically companies that offer low cost solutions to credit card processing?
This post was edited on 5/19/13 at 9:14 pm
Posted on 5/19/13 at 9:41 pm to GenesChin
the thing is visa is about 50% of all cards processed today and they recently inked a deal with samsung to bring NFC technology to the new samsung phones which should be a big game changer as we move away from cash into the future and more credit cards and using NFC on phones to make payments.
Honestly nobody pays cash anymore, very few of my friends ever have cash and everything is done on CC and the best part about visa is as inflation rises: higher gas,higher groceries,higher dinner bills visa and their built in fee will also rise significantly.
Then when you factor in all the Amazon,Ebay,Porn,etc that is bought online and growin , Visa,Amex,Mastercard all should dominate but amex is so hard to obtain for the average person that's why I chose Visa bc its double the size of Mastercard and they're growing the dividend nicely w/50% boosts in back to back years.Also amex isn't accepted as many places as visa/mastercard.
I think that gigantic 80% of the world population still operating on cash will be tough to convert entirely to visa/mastercard esp with china having all transaction basically with unionpay but India I read has 20 million merchants and only 700,000 points of sale from visa so there is massive growth opportunities there and many other countries. If in 20 years it goes from 80% to 60% are still on cash visa/mastercard would have doubled users and profits at the least
Im buying as much visa as I can till it hits $200 then im done buying more and we'll see what the future holds, I've read many analysts who see $350 in 4-5 years with a sizable dividend then since visa does operate on a ridiculous 80% margin thats why they've been boosting their dividend like crazy with all the FCF since ipo a few years ago
I think the cigarettes is right on and as ive said many times im super long Philip Morris but china is a difficult frontier for them as china national tobacco dominates and the marlboro man isn't too popular there....and the indians well they dont smoke at all haha
There aren't too many $100B+ companies that have the growth potential of visa remaining in that 90% of the world doesn't use their products. I derived this from 50% market share with 20% of the world as users. Im Long V, Long PM until I die and bequeath my children and amazing estate from those 2 stocks alone haha
Honestly nobody pays cash anymore, very few of my friends ever have cash and everything is done on CC and the best part about visa is as inflation rises: higher gas,higher groceries,higher dinner bills visa and their built in fee will also rise significantly.
Then when you factor in all the Amazon,Ebay,Porn,etc that is bought online and growin , Visa,Amex,Mastercard all should dominate but amex is so hard to obtain for the average person that's why I chose Visa bc its double the size of Mastercard and they're growing the dividend nicely w/50% boosts in back to back years.Also amex isn't accepted as many places as visa/mastercard.
I think that gigantic 80% of the world population still operating on cash will be tough to convert entirely to visa/mastercard esp with china having all transaction basically with unionpay but India I read has 20 million merchants and only 700,000 points of sale from visa so there is massive growth opportunities there and many other countries. If in 20 years it goes from 80% to 60% are still on cash visa/mastercard would have doubled users and profits at the least
Im buying as much visa as I can till it hits $200 then im done buying more and we'll see what the future holds, I've read many analysts who see $350 in 4-5 years with a sizable dividend then since visa does operate on a ridiculous 80% margin thats why they've been boosting their dividend like crazy with all the FCF since ipo a few years ago
I think the cigarettes is right on and as ive said many times im super long Philip Morris but china is a difficult frontier for them as china national tobacco dominates and the marlboro man isn't too popular there....and the indians well they dont smoke at all haha
There aren't too many $100B+ companies that have the growth potential of visa remaining in that 90% of the world doesn't use their products. I derived this from 50% market share with 20% of the world as users. Im Long V, Long PM until I die and bequeath my children and amazing estate from those 2 stocks alone haha
This post was edited on 5/19/13 at 10:12 pm
Posted on 5/21/13 at 8:31 pm to ThaBigFella
Yum brands has had lots of success in Bric countries. Starwood has as well. Sheraton has opened lots of properties in India.
Posted on 5/21/13 at 8:47 pm to ThaBigFella
Companies that are involved with infrastructure are usually a safe bet. Not sure if Caterpillar is big in either, but I love it as a long term stock.
Posted on 5/21/13 at 9:04 pm to ThaBigFella
Car manufactures are seeing a huge surge is sales in China. Some companies (BMW for instance) are considering making models only offered in the emerging Chinese market. Others such as GM, specifically Buick, have been doing really well over the past few years.
Auto manufactures can't say the same for India but right now China has a huge market potential for growth.
Auto manufactures can't say the same for India but right now China has a huge market potential for growth.
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