map the addressable market of asx listed companies in australia (jan '14 update)
DESCRIPTION
A great input for sales territory planning and defining the addressable market of your solution - updated with Jan 2014 ASX data. This presentation summarises companies listed on the Australian Stock Market (ASX), showing by geography the size and industry of all companies on the ASX including the indicies ASX20, ASX50, ASX100, ASX200 and ASX300. Full background spreadsheet available upon request.TRANSCRIPT
Page § 1 JASONBARGENT.COM
BREAKDOWN OF ASX
UNDERSTAND THE AUSTRALIAN MARKET TO DEFINE YOUR ADDRESSABLE MARKET
Jason Bargent Sales and Marketing Leader
LISTED COMPANIES
JANUARY 2014
@JasonBargent +61 412 421 847
[email protected] www.jasonbargent.com
Page § 2 JASONBARGENT.COM
1,861 Companies Listed on the ASX 1,799 are Registered in Australia Key Revenue Breakdown for Sizing: $1 billion+ Revenue = 116 $500m-‐$1billion = 58 $100m-‐$500m = 200 Less than $100m = 1,258
1,799
116
200
58
Total ASX Listed Companies in Australia
$500m+
$1BN+ Revenue
The Australian Stock Market (ASX)
$100m+
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How to Use this Pack
Insight into the Size of the Australian Market
§ What are the size of companies by Revenue? § Where are they located geographically?
The Top Indicies -‐ Who is the Largest?
§ The Top 20, 50,100,200 and 300 Companies § Industry Breakdown
Revenue Breakdown
§ How many companies > $1bn? § How many $500-‐$bn? How many $100m-‐$500m?
IniXal Steps to Territory Planning
§ Guide as to where to focus your target territory list § Align as an input to your ‘target customer’ profile
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Summary
ASX Industry
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1. CONSUMER DISCRETIONARY (142) Automobiles & Components (8) Consumer Durables & Apparel (24) Consumer Services (40) Media (30) Retailing (40)
2. CONSUMER STAPLES (41) Food & Staples Retailing (4) Food Beverage & Tobacco (33) Household & Personal Products (4)
3. ENERGY (274) Energy Equipment & Services (6) Oil, Gas & Consumable Fuels (268)
4. FINANCIALS (192) Banks (14) Other Diversified Financial Services (2) Mulf-‐Sector Holdings (9) Consumer Finance (8) Capital Markets (60) Insurance (11) Real Estate Management & Development (31) Real Estate Investment Trusts (52) Specialised Finance (5)
6. INDUSTRIALS (184) Capital Goods (99) Commercial & Professional Services (59) Transportafon (26)
8. MATERIALS (768) Chemicals (15) Construcfon Materials (8) Containers & Packaging (5) Aluminum (9) Diversified Metals & Mining (418) Gold (224) Paper & Forest Products (3) Precious Metals & Minerals (26) Steel (60)
9. TELECOMMUNICATIONS (24) Diversified Telecommunicafon Services (19) Wireless Telecommunicafon Services (5)
10. UTILITIES (30) Electric Uflifes (5) Gas Uflifes (3) Mulf-‐Uflifes (2) Independent Power Producers & Energy Traders (19) Water Uflifes (1)
5. HEALTHCARE (127) Healthcare Equipment & Services (64) Pharmaceufcals, Biotechnology & Life Sciences (63)
7. INFORMATION TECHNOLOGY (79) Sohware & Services (57) Technology Hardware & Equipment (19) Semiconductors & Semiconductor Equipment (3)
Industry ClassificaXons
Page § 6 JASONBARGENT.COM
Top 10 by Revenue Top 10 by Employee Size Top 10 by Market Cap
1. Sealink Travel Group Ltd News Corporation Crown Limited
2. News Corporation Twenty-First Century Fox Inc Twenty-First Century Fox Inc
3. Twenty-First Century Fox Inc Domino’s Pizza Enterprises Limited Rea Group Ltd
4. Automotive Holdings Group Limited Myer Holdings Limited Flight Centre Limited
5. Tatts Group Limited Crown Limited Tatts Group Limited
6. JB Hi-Fi Limited Specialty Fashion Group Limited Harvey Norman Holdings Limited
7. Tabcorp Holdings Limited Pacific Brands Limited Tabcorp Holdings Limited
8. Crown Limited David Jones Limited Super Retail Group Limited
9. Myer Holdings Limited Fairfax Media Limited Aristocrat Leisure Limited
10. AP Eagers Limited Flight Centre Limited Navitas Limited
Consumer DiscreXonary Automobiles & Components – Consumer Durables & Apparel – Consumer Services -‐ Media -‐ Retailing
Page § 7 JASONBARGENT.COM
Top 10 by Revenue Top 10 by Employee Size Top 10 by Market Cap
1. Wesfarmers Limited Wesfarmers Limited Wesfarmers Limited
2. Woolworths Limited Woolworths Limited Woolworths Limited
3. Metcash Limited Metcash Limited Coca-Cola Amatil Limited
4. Coca-Cola Amatil Limited Coca-Cola Amatil Limited Treasury Wine Estated Limited
5. Goodman Fielder Limited Goodman Fielder Limited Metcash Limited
6. Elders Limited Elders Limited Graincorp Limited
7. Treasury Wine Estated Limited Treasury Wine Estated Limited Goodman Fielder Limited
8. Bega Cheese Limited Bega Cheese Limited Bega Cheese Limited
9. Graincorp Limited Graincorp Limited Australian Agriculture Co Limited
10. Ridley Corporation Limited Ridley Corporation Limited Warnambool Cheese & Butter Co
Consumer Staples Food & Staples Retailing – Food Beverage & Tobacco – Household & Personal Products
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Top 10 by Revenue Top 10 by Employee Size Top 10 by Market Cap
1. Caltex Australia Limited Worleyparsons Limited Woodside Petroleum Limited
2. Origin Energy Limited Origin Energy Limited Origin Energy Limited
3. Worleyparsons Limited Caltex Australia Limited Santos Limited
4. Woodside Petroleum Limited Santos Limited Oil Search Limited
5. Santos Limited Woodside Petroleum Limited Caltex Australia Limited
6. Yancoal Australia Limited Ion Limited Worleyparsons Limited
7. Washington H Soul Pattinson & Co Metgasco Limited Washington H Soul Pattinson & Co
8. New Hope Corporation Limited Washington H Soul Pattinson & C New Hope Corporation Limited
9. Ion Limited MEC Resources Limited Whitehaven Coal Limited
10. Oil Search Limited Coal of Africa Limited Beach Energy Limited
Energy Energy Equipment & Services – Oil, Gas & Consumable Fuels
Page § 9 JASONBARGENT.COM
Top 10 by Revenue Top 10 by Employee Size Top 10 by Market Cap
1. CBA ANZ CBA
2. Westpac CBA Westpac
3. NAB NAB ANZ
4. ANZ Westpac NAB
5. QBE Insurance Lend Lease Group Westfield Group
6. AMP limited QBE Insurance Macquarie Group Limited
7. Suncorp Group Limited Insurance Australia Group (IAG) Suncorp Group Limited
8. Lend Lease Group Macquarie Group Limited QBE Insurance
9. Insurance Australia Group (IAG) Suncorp Group Limited Insurance Australia Group (IAG)
10. Macquarie Group Limited AMP Limited AMP Limited
Financials Banks – Other Diversified Financial Services – Mulf-‐Sector Finance – Consumer Finance – Capital Markets
Insurance – Real Estate Management & Development – Real Estate Investment Trusts (REIT)
Page § 10 JASONBARGENT.COM
Top 10 by Revenue Top 10 by Employee Size Top 10 by Market Cap
1. CSL Limited Ramsay Health Care Limited CSL Limited
2. Ramsay Health Care Limited Sonic Healthcare Limited Ramsay Health Care Limited
3. Sonic Healthcare Limited Primary Health Care Sonic Healthcare Limited
4. Australian Pharmaceutical Industries CSL Limited Cochlear Limited
5. Sigma Pharmaceuticals Ansell Limited Ansell Limited
6. Primary Health Care Australian Pharmaceutical Industries Primary Health Care Limited
7. Ansell Limited Advanced Surgical Design Mesoblast Limited
8. Cochlear Limited Cochlear Limited Fisher & Paykel Healthcare
9. Virtus Health Limited BPH Energy EBOS Group
10. Sirtex Medical Limited Greencross Limited Sirtex Medical Limited
Health Care Healthcare Equipment & Services – Pharmaceufcals, Biotechnology & Life Sciences
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Top 10 by Revenue Top 10 by Employee Size Top 10 by Market Cap
1. Leighton Holdings Limited UGL Limited Brambles Limited
2. Qantas Airways Limited Leighton Holdings Limited Aurizon Holdings Limited
3. TOLL Holdings Limited Skilled Group Limited Transurban Group
4. Downer EDI Limited TOLL Holdings Limited Sydney Airport
5. Brambles Limited Qantas Airways Limited Leighton Holdings Limited
6. Seven Group Holdings Transfield Services Limited Asciano Limited
7. UGL Limited Downer EDI Limited Seek Limited
8. Virgin Australia Holdings Limited Brambles Limited TOLL Holdings Limited
9. Aurizon Holdings Limited Seven Group Holdings ALS Limited
10. Asciano Limited ALS Limited Reece Australia Limited
Industrials Capital Goods – Commercial & Professional Services – Transportafon
Page § 12 JASONBARGENT.COM
Top 10 by Revenue Top 10 by Employee Size Top 10 by Market Cap
1. Computershare Limited Computershare Limited Computershare Limited
2. Data #3 Limited SMS Management & Technology Xero Limited
3. UXC Limited UXC Limited Carsales.com Limited
4. Dicker Data Limited Oakton Limited Iress Limited
5. SMS Management & Technology Technology One Limited Recall Holdings Limited
6. Iress Limited Melbourne IT Limited Technology One Limited
7. CSG Limited Iress Limited Freelancer Limited
8. Carsales.com Limited Data #3 Likmited Silex Systems Limited
9. Oakton Limited DWS Limited iPropertgy Group Limited
10. Melbourne IT Limited Codan Limited UXC Limited
InformaXon Technology Sohware & Services – Technology Hardware & Equipment – Semiconductors & Semiconductor Equipment
Page § 13 JASONBARGENT.COM
Top 10 by Revenue Top 10 by Employee Size Top 10 by Market Cap
1. BHP Biliton Limited RIO Tinto Limited BHP Biliton Limited
2. RIO Tinto Limited BHP Biliton Limited RIO Tinto Limited
3. AMCOR Limited AMCOR Limited Forescue Metals Group Limited
4. SIMS Metal Management Limited Bluescope Steel Limited AMCOR Limited
5. Bluescope Steel Limited ORICA Limited ORICA Limited
6. Arrium Limited BORAL Limited Newcrest Mining Limited
7. Forescue Metals Group Limited Sundance Resources Limited BORAL Limited
8. ORICA Limited Arrium Limited Iluka Resources Limited
9. BORAL Limited Alumina Limited Alumina Limited
10. Newcrest Mining Limited Newcrest Mining Limited Bluescope Steel Limited
Materials Aluminum – Chemicals – Construcfon Materials – Containers & Packaging – Diversified Metals & Mining
Gold – Precious Metals & Minerals -‐ Steel
Page § 14 JASONBARGENT.COM
Top 10 by Revenue Top 10 by Employee Size Top 10 by Market Cap
1. Telstra Corporation Limited Telstra Corporation Limited Telstra Corporation Limited
2. Singapore Telecommunications Ltd Singapore Telecommunications Ltd TPG Telecom Limited
3. iiNet Limited Hutchison Telecommunications Ltd M2 Telecommunications Limited
4. M2 Telecommunications Limited NextDC Limited Hutcheson Telecommunications Ltd
5. Macquarie Telecom Group Limited iiNet Limited iiNet Limited
6. Amcom Telecommunications Limited Macquarie Telecom Group Limited Amcom Limited
7. Tel.Pacific Limited Amcom Telecommunications Limited Singapore Telecommunications Ltd
8. Vocus Communications Limited M2 Telecommunications Limited NextDC Limited
9. Inabox Group Limited Tel.Pacific Limited Vocus Communications Limited
10. My Net Fone Limited LinkTone Limited NewSat Limited
TelecommunicaXons Diversified Telecommunicafons Services – Wireless Telecommunicafons Services
Page § 15 JASONBARGENT.COM
Top 10 by Revenue Top 10 by Employee Size Top 10 by Market Cap
1. AGL Energy Limited AGL Energy Limited AGL Energy Limited
2. SP Ausnet SP Ausnet APA Group
3. Duet Group Spark Infrastructure Group SP Austnet
4. APA Group Redbank Energy Limited Duet Group
5. ERM Power Limited Infigen Energy Ltd Spark Infrastructure Group
6. Envestra Limited Energy Developments Limited Envestra Limited
7. Energy Developments Limited Energy World Corporation Ltd Infratil Limited
8. Infigen Energy Ltd APA Group Energy Developments Limited
9. Spark Infrastructure Group Duet Group Energy World Corporation Limited
10. Energy World Corporation Ltd ERM Power Limited ERM Power Limited
UXliXes Electric Uflifes – Gas Uflifes – Water Uflifes – Mulfpurpose Uflifes – Independent Power Producers & Energy Traders
Page § 16 JASONBARGENT.COM
By State
All ASX Companies
Page § 17 JASONBARGENT.COM
Jason Bargent +61 412 421 847 [email protected]
176
501 5
1,799 Australian Listed Companies on the ASX All ASX Listed Companies
4
733
305
69
6
Materials
740
Oil, Gas & Consumable Fuels
263
Health Care
116
Capital Goods
98
Financial Services
83
Real Estate
83
Commercial Services
59
Software & Services
55
Consumer Services
37
Retailing
37
Food, Beverage & Tobacco
33
Media
29
Utilities
29
Consumer Durables & Apparel
24
Transportation
24
Telecommunications
21
Hardware & Software
19
Banks
14
Insurance
10
Automobiles & Components
8
Energy Equipment & Services
6
Food & Staples Retailing
4
Household & Personal Products
4
Semiconductors
3
Page § 18 JASONBARGENT.COM
Largest Stocks ASX20 ASX50 ASX100 ASX200 ASX300
S&P / ASX
Page § 19 JASONBARGENT.COM
ASX CapitalisaXon Indicies
ASX 20 ASX 50 ASX 100 ASX 200 ASX 300 The 20 largest stocks by market capitalisafon in Australia, emphasising liquidity and investability. It is the narrowest index of the S&P Australian index family
The 50 largest stocks by market capitalisafon in Australia. The consftuent companies represent the biggest nafonal and mulf-‐nafonal publicly listed companies in the Australian equity market. The S&P/ASX 50 index places an emphasis on liquidity and investability
Australia's premier large capitalisafon equity index, it is comprised of 100 stocks selected by the S&P Australian Index Comminee. The index provides a benchmark for large acfve managers whose emphasis is on having a poroolio with strong liquidity. It essenfally covers large-‐cap and mid-‐cap stocks evaluated for liquidity and size.
Recognised as the investable benchmark for the Australian equity market, it addresses the needs of investment managers to benchmark against a poroolio characterised by sufficient size and liquidity. The S&P/ASX 200 is comprised of the S&P/ASX 100 plus an addifonal 100 stocks
Provides addifonal depth and coverage to the S&P/ASX 200 whilst maintaining strict liquidity guidelines. It provides up to an addifonal 100 small-‐cap stocks to the S&P/ASX 200
Page § 20 JASONBARGENT.COM
Jason Bargent +61 412 421 847 [email protected]
2
10
2
5
1
ASX 20 – Top 20 Listed Companies S&P ASX 20 Index
Banks
4
Oil, Gas & Consumable Fuels
3
Insurance
3
Materials
3
Food & Staples Retailing
2
Financial Services
1
Real Estate
1
Health Care
1
Professional Services
1
Telecommunications
1
Page § 21 JASONBARGENT.COM
Jason Bargent +61 412 421 847 [email protected]
2
29
4
14
1
ASX 50 – Top 50 Listed Companies S&P ASX 50 Index
Real Estate
9
Materials
8
Transportation
6
Oil, Gas & Consumable Fuels
4
Banks
4
Insurance
4
Food & Staples Retailing
2
Financial Services
2
Health Care
2
Utilities
2
Consumer Services
1
Media
1
Food, Beverage & Tobacco
1
Energy Equipment & Services
1
Commercial Services
1
Software & Services
1
Telecommunications
1
Page § 22 JASONBARGENT.COM
Jason Bargent +61 412 421 847 [email protected]
7
52
9
27
3
ASX 100 – Top 100 Listed Companies S&P ASX 100 Index
Materials
17
Real Estate
12
Consumer Services
7
Oil, Gas & Consumable Fuels
6
Banks
6
Health Care
6
Transportation
6
Financial Services
5
Commercial Services
5
Utilities
5
Insurance
4
Retailing
3
Food & Staples Retailing
3
Food, Beverages & Tobacco
3
Capital Goods
3
Software & Services
3
Media
1
Energy Equipment & Services
1
Telecommunications
1
Page § 23 JASONBARGENT.COM
Jason Bargent +61 412 421 847 [email protected]
19
86
33
49
4
0
ASX 200 – Top 200 Listed Companies S&P ASX 200 Index
Materials
35
Real Estate
19
Oil, Gas & Consumable Fuels
16
Consumer Services
13
Retailing
11
Health Care
11
Capital Goods
11
Commercial Services
4
Transportation
10
Media
9
Financial Services
9
Utilities
7
Banks
6
Software & Services
5
Telecommunications
5
Food, Beverage & Tobacco
4
Insurance
4
Food & Staples Retailing
3
Consumer Durables & Apparel
1
Energy Equipment & Services
1
Page § 24 JASONBARGENT.COM
Jason Bargent +61 412 421 847 [email protected]
36
104
1
64
68
9
1
Materials
61
Oil, Gas & Consumable Fuels
27
Real Estate
27
Capital Goods
22
Consumer Services
16
Health Care
16
Commercial Services
16
Retailing
15
Financial Services
11
Media
10
Transportation
10
Food, Beverage & Tobacco
10
Telecommunications
8
Utilities
8
Banks
7
Software & Services
7
Insurance
4
Consumer Durables & Apparel
3
Food & Staples Retailing
3
Automobiles & Components
1
Energy Equipment & Services
1
Technology Hardware
1
Semiconductors
1
ASX 300 – Top 300 Listed Companies S&P ASX 300 Index
Page § 25 JASONBARGENT.COM
Revenue $1Billion+
Page § 26 JASONBARGENT.COM
Jason Bargent +61 412 421 847 [email protected]
14
52
12
29
6
1
Materials
16
Capital Goods
13
Commercial Services
10
Retailing
9
Health Care
7
Transportation
7
Consumer Services
6
Banks
6
Media
5
Oil, Gas & Consumable Fuels
5
Insurance
5
Real Estate
5
Food, Beverages & Tobacco
4
Financial Services
4
Utilities
4
Food & Staples Retailing
3
Telecommunications
2
Consumer Durables & Apparel
1
Energy Equipment & Services
1
Software & Services
1
114 Listed Companies with $1bn+ Revenue ASX Listed Companies, with $1bn+ Revenue Only
Page § 27 JASONBARGENT.COM
Revenue $500M+
Page § 28 JASONBARGENT.COM
172 Listed Companies with $500m+ Revenue ASX Listed Companies, with $500m+ Revenue Only
Jason Bargent +61 412 421 847 [email protected]
22
74
24
43
8
1
Capital Goods
24
Materials
23
Commercial Services
14
Retailing
13
Oil, Gas & Consumable Fuels
12
Media
10
Real Estate
10
Transportation
10
Health Care
8
Consumer Services
7
Food, Beverage & Tobacco
7
Banks
6
Financial Services
6
Insurance
5
Utilities
5
Food & Staples Retailing
3
Software & Services
3
Telecommunications
3
Consumer & Durables Apparel
2
Energy Equipment & Services
1
Page § 29 JASONBARGENT.COM
Revenue $100M+
Page § 30 JASONBARGENT.COM
361 Listed Companies with $100m+ Revenue ASX Listed Companies, with $100m+ Revenue Only
Jason Bargent +61 412 421 847 [email protected]
48
139
77
78
14
3
Materials
58
Capital Goods
50
Real Estate
29
Commercial Services
29
Retailing
24
Oil, Gas & Consumable Fuels
20
Consumer Services
18
Transportation
16
Media
14
Food, Beverage & Tobacco
13
Financial Services
11
Health Care
10
Utilities
10
Consumer Durables & Apparels
9
Insurance
8
Telecommunications
6
Food & Staples Retailing
3
Energy Equipment & Services
3
Technology Hardware
3
Automobiles & Components
2
1
1
12
11
Software & Services
Banks
2
Household & Personal Products
Page § 31 JASONBARGENT.COM
Want the Spreadsheet for your own Analysis? Next Steps? ① Define what a good
target customer profile would look like ie. Head Office in Australia, Industries, Minimum Size, ASX and/or Private Companies?
② Rule out Who would not be a suitable target
③ Obtain a full spreadsheet of ASX companies and Analyse and Cut the data according to your target customer profile
④ Build Territory and Account plans to plan and drive growth
Page § 32 JASONBARGENT.COM
Full ASX Spreadsheet Available Upon Request