Alongside strategy, a leading indicator and key aspect of a company’s long-term success is its technological differentiation. Measured by concrete holdings such as patents, product synergies, trade secrets, and difficult-to-replicate business models protected by key know-how, these differentiators are notoriously difficult to assess. While traditional financial analysis typically infers technology and other advantages from historical data such as profitability, it does not capture changes in competitive position that will impact a company moving forward. Conversely, corporations and sell-side analysts overhype advances, making accurate understanding of a company’s portfolio challenging.
 
Lux’s Corporate Strategic Intelligence enables clients to:
 
  • Track key large chemical and materials companies’ offerings, innovation strategy, and their place in the competitive market
  • Assess an ongoing stream of midsize companies’ technology and prospects, sector by sector across the chemicals and materials space
  • Build future-focused M&A strategies at the corporate and business unit levels to maximize opportunities, and identify and mitigate threats

 

SAMPLE CORPORATE STRATEGIC INTELLIGENCE: CHEMICALS AND MATERIALS COMPANIES ASSESSED
  • Plastics and resins
  • Alloys
  • Adhesives
  • Synthetic rubbers
  • Coatings
  • Consumer chemicals
  • Membranes and films
  • Gaskets and o-rings
  • Electronics materials and chemicals
  • Composites
  • Ceramics
  • Abrasives
  • Building materials
  • Automotive materials
  • Industrial chemicals
  • Industrial gases
  • Chemical precursors
  • Catalysts
  • 3M
  • Air Liquide
  • AkzoNobel
  • Asahi Kasei
  • BASF
  • Bayer
  • Braskem
  • DowDupont
  • Ecolab
  • Formosa
  • Hitachi Chemical
  • Ineos
  • LG Chem
  • LyondellBasell
  • Mitsubishi Chemical
  • Mitsui Chemical
  • SABIC
  • Sinopec
  • Sumitomo Chemical
  • The Linde Group
  • Aegion
  • Calgon
  • Cathay Biotech
  • MH & RE. S.p.A.
  • DIRTT Environmental Solutions
  • Hanzhou First PV Material
  • Heraeus Precious Metals
  • Hunan Reshine New Material
  • Hunan Shanshan
  • Jiangsu Lianhai Biological Technology
  • Jinan Shengquan Group
  • Kroff
  • Madico
  • NatureWorks
  • Novamont
  • Oxiteno
  • Poet
  • Taghleef Indusries
  • Wacker Chemical Corporation

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