map the addressable market of asx listed companies in australia (jan '14 update)

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


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+


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


Summary

ASX Industry


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


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



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



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



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)



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



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



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



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



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



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


By State

All ASX Companies


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


Largest Stocks ASX20 ASX50 ASX100 ASX200 ASX300

S&P / ASX


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



2

10

2

5

1

ASX 20 – Top 20 Listed Companies S&P ASX 20 Index

Banks

4


3

Insurance

3

Materials

3


2

Financial Services

1

Real Estate

1

Health Care

1

Professional Services

1

Telecommunications

1



2

29

4

14

1


Real Estate

9

Materials

8

Transportation

6


4

Banks

4

Insurance

4


2

Financial Services

2

Health Care

2

Utilities

2

Consumer Services

1

Media

1


1


1

Commercial Services

1

Software & Services

1

Telecommunications

1



7

52

9

27

3


Materials

17

Real Estate

12

Consumer Services

7


6

Banks

6

Health Care

6

Transportation

6

Financial Services

5

Commercial Services

5

Utilities

5

Insurance

4

Retailing

3


3

Food, Beverages & Tobacco

3

Capital Goods

3

Software & Services

3

Media

1


1

Telecommunications

1



19

86

33

49

4

0


Materials

35

Real Estate

19


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


4

Insurance

4


3


1


1



36

104

1

64

68

9

1

Materials

61


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


10

Telecommunications

8

Utilities

8

Banks

7

Software & Services

7

Insurance

4


3


3


1


1

Technology Hardware

1

Semiconductors

1



Revenue $1Billion+



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


5

Insurance

5

Real Estate

5

Food, Beverages & Tobacco

4

Financial Services

4

Utilities

4


3

Telecommunications

2


1


1

Software & Services

1

114 Listed Companies with $1bn+ Revenue ASX Listed Companies, with $1bn+ Revenue Only


Revenue $500M+


172 Listed Companies with $500m+ Revenue ASX Listed Companies, with $500m+ Revenue Only


22

74

24

43

8

1

Capital Goods

24

Materials

23

Commercial Services

14

Retailing

13


12

Media

10

Real Estate

10

Transportation

10

Health Care

8

Consumer Services

7


7

Banks

6

Financial Services

6

Insurance

5

Utilities

5


3

Software & Services

3

Telecommunications

3

Consumer & Durables Apparel

2


1


Revenue $100M+


361 Listed Companies with $100m+ Revenue ASX Listed Companies, with $100m+ Revenue Only


48

139

77

78

14

3

Materials

58

Capital Goods

50

Real Estate

29

Commercial Services

29

Retailing

24


20

Consumer Services

18

Transportation

16

Media

14


13

Financial Services

11

Health Care

10

Utilities

10

Consumer Durables & Apparels

9

Insurance

8

Telecommunications

6


3


3

Technology Hardware

3


2

1

1

12

11

Software & Services

Banks

2

Household & Personal Products


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


Full ASX Spreadsheet Available Upon Request

map the addressable market of asx listed companies in australia (jan '14 update)

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