Executive Insights

Volume XIX, Issue 38 | June 20, 2017 | By: Paulo Vandor Expanding and recessionary GDP cycles Growth in port movement Changes in liquid and solid port movements Brazilian container movement Average size of vessels worldwide Average ship size worldwide Average ship size at top four Brazilian ports in total movements Total operating revenue and operating profit (EBIT)

Economic recovery, regulatory updates and the need to upgrade Brazil’s existing terminals are turning port terminals into attractive opportunities for investors. This Executive Insights examines why the timing is right for port infrastructure investment in Brazil.

Volume XIX, Issue 37 | June 8, 2017 | By: Marcelo do Ó Largest pharmaceutical transactions in Brazil Value creation for retail market leaders Pharma versus other sectors History of pharmaceuticals M&A in Brazil

In the late 2000s, the Brazilian Development Bank established Profarma, a program with a line of credit intended to create a Brazilian national super-pharma company. But Profarma did not deliver. This Executive Insights will examine how economic recovery, new regulations and competition will drive the future of Brazil’s pharmaceutical market.

Investment Spotlight | May 25, 2017 | By: Matt Korsch, Eric Navales U.S. quarterly oil productivity* (2008-2017E) North American key shale players drilling break-even prices (2013-2016) Getting ready for a crude comeback

A confluence of factors, including rising global demand and recently announced production cutbacks by OPEC, is expected to provide a tailwind for the currently rebounding oil and gas industry. In this Investment Spotlight, we explain how the market’s current pace of recovery points to potentially attractive growth opportunities for well-positioned companies.

Volume XIX, Issue 18 | March 8, 2017 | By: Monish Rajpal Outpatient practices: Relative attractiveness for investment Reimbursement sources of key market segments

The ongoing transformation of traditional healthcare has compelled providers to restructure practice locations, medical affiliations and processes in order to maintain profitability without ceding market share, care quality or convenience. In this Executive Insights, we look into current outpatient trends and highlight a number of “hot topic” practices that come up for discussion frequently.

Volume XIX, Issue 11 | February 8, 2017 | By: Paulo Vandor Power supply and demand in Brazil Revenue/CapEx ratios Brazilian power transmission auctions Number of lots won by type of player in past auctions

Brazil has just entered a new era of investments in power transmission. As the economy recovers from a recession, this Executive Insights examines why April 2017 is a key month for transmission investments, how winners of 2017 auctions will benefit from improved economic conditions, and what investors need to know about market conditions in order to be successful.

Volume XIX, Issue 10 | February 7, 2017 | By: Maria Steingoltz, Robert Haslehurst Indicators of fads Fad vs. durable trend characteristics Potential solutions to transform a fad into a trend or generate sustainable revenue from a fad product with limited staying power

Every year, a handful of consumer products become runaway hits. Pet Rocks, Beanie Babies, the Atkins Diet, inline skates and paintball arenas are good examples of fads, whereas Lego, yoga and natural shampoos became part of an established and consistently growing market. This Executive Insights takes a deeper look at fads versus trends, which is crucial to investment strategy and revenue projection across industries, from technology to toys to consumer services.

Volume XVIII, Issue 42 | October 28, 2016 | By: Ashish Khanna

The fourth industrial revolution is upon us. Business models that were cornerstones of our economy over the past century — the taxi industry (vs. Uber), the TV industry (vs. OTT services like Netflix) — are already suddenly starting to look questionable within a very short period of time. In this Executive Insights, London partner Ashish Khanna discusses how companies should think about evaluating projects and products, and how equity investors can value companies in this new world of disruptive technologies.

Volume XVIII, Issue 34 | October 10, 2016 | By: Zafar Momin Growth in incomes and healthcare expenditures for selected SEA and Asian countries (2010-2020F) Growth in middle-class population in SEA Share value index of SEA healthcare sector and selected indices Financial ratios for selected hospitals Financial ratios for selected hospitals

Southeast Asia (SEA) is offers opportunities for private healthcare provider investments in light of increasing demand for private health services that are supported by strong growth fundamentals and the inherent gap in public healthcare infrastructure. This Executive Insights discusses the key challenges and investment outlook.

Volume XVIII, Issue 32 | October 6, 2016 | By: Marcelo do Ó Cancer incidence according to location and sex, 2014 Age and sex adjusted expected number of cases in Brazil Lymphoid Leukemia patients in Brazil, 2014 Patient identification challenges

Brazil represents one of the largest opportunities for oncology drugs where global sales exceed $100 billion. In this Executive Insights, we take an in-depth look at the opportunities for cancer care in Brazil and outline how pharmaceutical companies can improve treatment outcomes and increase revenues.

Volume XVIII, Issue 30 | August 9, 2016 | By: Peter Smith L.E.K.'s Seven Step Dynamic Performance Management Process Metrics that Reflect How the Business Really Works Economic Framework to Model Future Cash Flows Critical KPI Identification KPI Prioritization Matrix Data Capture Process and New Supporting Technologies

There are only a few KPIs which have a large influence on profitability – but defining and understanding how they interact with each other can be difficult. L.E.K. has developed a Dynamic Performance Management tool which can help businesses to address this problem and improve profitability by more than 30%.