Economic and Financial Performance of the Portuguese Wine Market: Business Intelligence Approach

Detalhes bibliográficos
Autor(a) principal: Santos, Debora Antunes
Data de Publicação: 2023
Tipo de documento: Dissertação
Idioma: eng
Título da fonte: Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)
Texto Completo: http://hdl.handle.net/10362/149238
Resumo: Dissertation presented as the partial requirement for obtaining a Master's degree in Data Science and Advanced Analytics, specialization in Business Analytics
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spelling Economic and Financial Performance of the Portuguese Wine Market: Business Intelligence ApproachBusiness IntelligenceBusiness AnalyticsEconomic-Financial Performance IndicatorsCluster AnalysisDashboardsWineSDG 9 - Industry, innovation and infrastructureDissertation presented as the partial requirement for obtaining a Master's degree in Data Science and Advanced Analytics, specialization in Business AnalyticsIn the past years, the international wine industry has been subject to intensive globalization and international competition as a result of the aggressive entrance of new players (New World Wine) as well as the consolidation of traditional producers’ countries (Old World Wine), which brings, simultaneously, challenges and opportunities to the industry. In Portugal, winemaking is one of the most relevant socio-economic activities, which makes it one of the most critical industries in Portugal. This study aims to develop a prototype business analytics solution that delivers the necessary inputs to evaluate Portuguese winemaking enterprises’ financial and economic health. Consequently, three research questions were defined: How can one create segments of Portuguese winemaking companies based on their financial performance? What was the evolution of the main financial indicators and margins within each segment and vineyard region? What has been the impact of COVID-19 on these companies’ profitability? Multiple financial ratios for 148 Portuguese companies were computed based on information from 2016 through 2020. Additionally, data of the entire sector was retrieved from the Bank of Portugal for the same period. This study uses analytical tools and dashboards to analyze the wine sector performance and the firms’ performance under each region by comparing their financial results. This study contributes to the literature by expanding on previous research on specific regions of Portugal. Additionally, this study presents the results employing a business analytics solution, including cluster techniques and AI insights. It was concluded, through the analysis of the economic-financial performance, that large companies have higher financial performance. Additionally, the sector, in general, suffered a drop in financial results because of the impacts of the COVID-19 pandemic.Neto, Miguel de Castro Simões FerreiraBarriguinha, André FigueiredoRUNSantos, Debora Antunes2023-02-15T15:57:15Z2023-01-242023-01-24T00:00:00Zinfo:eu-repo/semantics/publishedVersioninfo:eu-repo/semantics/masterThesisapplication/pdfhttp://hdl.handle.net/10362/149238TID:203227590enginfo:eu-repo/semantics/openAccessreponame:Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)instname:Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informaçãoinstacron:RCAAP2024-03-11T05:31:09Zoai:run.unl.pt:10362/149238Portal AgregadorONGhttps://www.rcaap.pt/oai/openaireopendoar:71602024-03-20T03:53:40.626742Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos) - Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informaçãofalse
dc.title.none.fl_str_mv Economic and Financial Performance of the Portuguese Wine Market: Business Intelligence Approach
title Economic and Financial Performance of the Portuguese Wine Market: Business Intelligence Approach
spellingShingle Economic and Financial Performance of the Portuguese Wine Market: Business Intelligence Approach
Santos, Debora Antunes
Business Intelligence
Business Analytics
Economic-Financial Performance Indicators
Cluster Analysis
Dashboards
Wine
SDG 9 - Industry, innovation and infrastructure
title_short Economic and Financial Performance of the Portuguese Wine Market: Business Intelligence Approach
title_full Economic and Financial Performance of the Portuguese Wine Market: Business Intelligence Approach
title_fullStr Economic and Financial Performance of the Portuguese Wine Market: Business Intelligence Approach
title_full_unstemmed Economic and Financial Performance of the Portuguese Wine Market: Business Intelligence Approach
title_sort Economic and Financial Performance of the Portuguese Wine Market: Business Intelligence Approach
author Santos, Debora Antunes
author_facet Santos, Debora Antunes
author_role author
dc.contributor.none.fl_str_mv Neto, Miguel de Castro Simões Ferreira
Barriguinha, André Figueiredo
RUN
dc.contributor.author.fl_str_mv Santos, Debora Antunes
dc.subject.por.fl_str_mv Business Intelligence
Business Analytics
Economic-Financial Performance Indicators
Cluster Analysis
Dashboards
Wine
SDG 9 - Industry, innovation and infrastructure
topic Business Intelligence
Business Analytics
Economic-Financial Performance Indicators
Cluster Analysis
Dashboards
Wine
SDG 9 - Industry, innovation and infrastructure
description Dissertation presented as the partial requirement for obtaining a Master's degree in Data Science and Advanced Analytics, specialization in Business Analytics
publishDate 2023
dc.date.none.fl_str_mv 2023-02-15T15:57:15Z
2023-01-24
2023-01-24T00:00:00Z
dc.type.status.fl_str_mv info:eu-repo/semantics/publishedVersion
dc.type.driver.fl_str_mv info:eu-repo/semantics/masterThesis
format masterThesis
status_str publishedVersion
dc.identifier.uri.fl_str_mv http://hdl.handle.net/10362/149238
TID:203227590
url http://hdl.handle.net/10362/149238
identifier_str_mv TID:203227590
dc.language.iso.fl_str_mv eng
language eng
dc.rights.driver.fl_str_mv info:eu-repo/semantics/openAccess
eu_rights_str_mv openAccess
dc.format.none.fl_str_mv application/pdf
dc.source.none.fl_str_mv reponame:Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)
instname:Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informação
instacron:RCAAP
instname_str Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informação
instacron_str RCAAP
institution RCAAP
reponame_str Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)
collection Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)
repository.name.fl_str_mv Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos) - Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informação
repository.mail.fl_str_mv
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