Prospective analysis on mobile gaming industry
You have been requested by your management to carry out a prospective analysis on one of the following industries. Your managers are interested in the strategic position of the companies in the industry and may wish to explore investment opportunities in that industry.
They are primarily concerned with the potential for competition, entry and profitability over the immediate, and short term horizon (which they acknowledge is not easily defined but would suggest you take operationally to mean about three years).
Your managers have been disappointed in reports that merely give a discounted cash flow projection, and they are more interested in how many competitors there might be, whether there is likely to be growth in the market over this period, whether there is likely to be exit or consolidation in the market.
Your managers are, as will be most managers, a little less technically aware then you, and are not always sure of the definition of the industry, so will use a company as an exemplar, leaving the actual definition of the industry up to you.
The industries that they are interested in are: a. Mobile and casual gaming (exemplar: King.com)
Your managers are hard pressed for time so they want you to use no more than 1250 words, and ask you, , to pay attention to the clarity with which you express your insights.