Dans un contexte économique mondialisé, les prises de position d’achat et/ou de vente sur les marchés financiers obéissent à des logiques qui échappent parfois à la rationalité (bulle spéculative…). Les prévisionnistes et les analystes financiers mobilisent une boite à outil statistique pour connaître les tendances futures à partir de l’étude des tendances passées. Cette boite à outils repose sur l’hypothèse de normalité des lois statistiques sous jacentes ce qui autorise des logiques d’inférence statistique, de test, de corrélation... On a pu observer par le passé que les résultats de ces projections ont souvent été miss à défaut : la crise financière que nous traversons correspond par exemple à un choc difficilement prévisible même s’il fait l’objet d’une rationalisation a posteriori. Notre objectif, partant de ce constat, est de renouveler les approches traditionnelles des prévisionnistes et analystes financiers en mobilisant deux approches complémentaires : l’intelligence économique appliquée au domaine financier et l’utilisation de techniques modernes de gestion de l’imprévisible. Dans ce travail interdisciplinaire, notre approche s’inspire tout d’abord du concept d’image, de réputation d'une entreprise cible et de la démarche du cycle de renseignement issue de l’approche de l’intelligence économique. De plus, nous pouvons compléter notre démarche à travers les travaux de Nassim Nicolas Taleb. Nous mobilisons enfin le concept de force de situation (François Julien) pour renforcer la décision des investisseurs institutionnels en situation d’incertitude. Pour valider notre contribution théorique, nous avons choisi le Vietnam comme terrain de recherche. A partir d’une approche qualitative conduite auprès de gérants de portefeuilles Vietnamiens, nous avons pu connaître mieux leurs pratiques de prises de décisions, les critères d’évaluation d’investissement différents issus des analyses de matrices stratégiques, leur perception de la réputation et le rôle de l’intelligence financière dans leur processus d’investissement. Nous proposons alors une méthode qualitative reposant sur la réputation pour caractériser le degré de robustesse d’une organisation à des chocs et élaborons en outre un système de renseignement financier en prenant en compte la hiérarchie des critères d’évaluation d’investissement des gérants de portefeuilles Vietnamiens. Notre démarche est illustrée par l’étude de cas d'une entreprise aquacole Vietnamienne. / In the context of economic globalization, the stand point of purchase and/or sale on the financial market obeys logics which escape sometimes rationality (speculative bubbles…).The forecasters and the financial analysts mobilize one statistical toolbox in order to know the future trends based on the study of the last trends.This toolbox builds on the assumption of normality of the statistical laws underlying which authorizes logics of statistical inference, test, correlation… We could observe in the past which the results of these projections were often failed:the financial crisis which we pass correspondent to a not easily foreseeable shock even if it is the object of a rationalization a posteriori. Our objective,on the basis of thisreport,is to renew the traditional approaches of the forecasters and financial analysts by mobilizing two complementary approaches: business intelligence applied to the financial field and the utilization of modern technologies of management of the unforeseeable risks.In this interdisciplinary work,our approaches are inspired,first of all concept oftheimage or of the reputation of a target company and approach of the intelligence cycle resulting from the approach of the business intelligence.Moreover,we can complete our approach through the principle of bounded rationality,that of the speculative bubble and that of the logic uncertain suggested by Nassim Nicolas Taleb. Finally, we mobilize the concept of force of situation(François Julien) in order to reinforce the decision of the institutional investors in uncertain situation.To validate our theoretical contribution,we chose Viet Nam as our ground of research.From a qualitative approach and based on experimentation ahead 5 Vietnamese portfolio managers, we could better know their practice of making decision, their different investment evaluation criteria, their perception of reputation and the role of the financial intelligence in their process of investment. Thus, we propose a qualitative method based on the reputation in order to characterize the degree of robustness of an organization faced to shocks and elaborate moreover a system of financial information by taking into account the hierarchy of the investment evaluation criteria of the Vietnamese portfolio managers. Our approach is illustrated through a case study of a Vietnamese aquaculture company.

本研究旨在針對電子連接器產業進行探索性研究，期能發現占據相當重要關鍵零組件地位的連接器，其產業態勢與競爭條件。本研究固然與傳統的研究方法相同，運用Aaker的策略分析架構進行探討，但亦頗多創新之處，譬如納進Porter的國家競爭力分析模型，討論產業與政府等因素間的相互依賴狀況，又納入司徒達賢的策略矩陣分析構面，討論個案公司與其他同業之間的競爭模型。本研究雖以個案公司為研究對象，但旁及其他競爭性公司共同討論，以了解個案公司的產業定位與遭遇的挑戰。 / This study is exploring the advantage of competition in Connector industry. It adopted Aaker’s model, which designed by strategic method to depict a SWOT to overall analysis of connector industry as well as Case Study Company. The main contribution is to offer a position within industry where has a vital network can help others to sustain the strong power. However, the environment is not as good as past, the trend will bring a move to mainland China, and the new competitors will appear, the Industry ought to encounter more challenge than have been met in Taiwan. This study has some characters involve in the National competitive model and the strategic matrix analysis method from Dr. Seeto. There are many persons were called on to the Case interview, However, only certain firms would be selected as delegation out of this industry.

1999年台灣發生九二一地震之後，中央政府為因應災後重建需要，制定「九二一震災暫行條例」，並依法設置「行政院九二一震災災後重建推動委員會」負責重建事項之協調、審核、決策、推動及監督。其次再將中央政府所收震災捐款設立「財團法人九二一震災重建基金會」，聘任政府相關單位代表與民間社會人士組成董監事會共同管理基金。 財團法人九二一震災重建基金會為一公設的財團法人（GONGO），成立之初主要功能仍是在配合政府施政，並未因面對地震應變而有所調整。然而2000年台灣進行50年來首次的政黨輪替，卻也意外地改變了基金會的組織型態，以「議題導向、主動規劃」成為基金會新的思考方向，並在此基礎之上展開策略規劃。 本文主要以「策略矩陣分析法」對於基金會所推動的住宅重建策略進行分析，並以政府所推動相對之住宅政策作為比較基準（benchmark），透過實務上的驗證分析，說明在一個創新的組織型態下，確實能更為有效地處理「公共」議題，同時為「公設財團法人」或是「行政法人」的角色找出新的價值與定位。 / Following Taiwan’s September 21 (921) Earthquake in 1999, the central government answered post-disaster reconstruction needs by drawing up the Temporary Statute for 921 Earthquake Reconstruction. On this basis it established the Executive Yuan 921 Earthquake Post-Disaster Recover Commission to address problems of co-ordination, policy approval and development, process advancement and overall supervision. In addition, it formed the 921 Earthquake Relief Foundation using donations received by the central government, while placing government representatives from applicable agencies as well as members of the public on a board of directors to manage the foundation’s funds. The 921 Earthquake Relief Foundation was a “government-organized non-governmental organization” (GONGO). Its main function at the time of its formation was to coordinate with the government in the implementation of policy, but it was not able to adjust its role in the face of new contingencies. In 2000, however, Taiwan’s first transfer of political power in fifty years unexpectedly reshaped the foundation. Its line of thinking became “issue-oriented and planning-proactive,” and on this basis it began to be involved in strategic development. This article uses strategic matrix analysis to investigate the residential reconstruction policy advanced by the foundation. With the corresponding residential policy advanced by the government as a benchmark, and using practical verification and analysis, it argues that an organization that has undergone change is indeed able to efficiently deal with “public” themes while at the same time seeking out new value and orientation in the role of a GONGO or the “administrative corporation.”

為了共同面對來自中國大陸廠商的價格競爭壓力，台灣自行車業的兩大領導廠商──巨大與美利達，以朝向高值化的共同目標籌組了競爭者間的合作體系。然而，競爭者雙方以合作為前提下，競合關係下的動態性以及廠商間的競爭性行動呈現何種面貌？又，如何應用策略矩陣分析法更細緻地分析，在競合關係中廠商間的競爭行為？ 本研究結合動態競爭的對偶層次分析及策略矩陣分析法，以策略點為分析基礎，更細緻地展開處於合作情境下的兩家競爭廠商，如何在歐洲自行車市場佈局競爭性行動。根據結構內容分析兩家廠商2006至2016 年間的新聞事件後發現，在合作的前提下，兩家廠商分別在競爭性行動的時間軸、地理涵蓋範圍、價值單元以及策略點皆進行具差異性的佈局，呈現多樣化的競爭內涵。 本研究除擴展競合情境下的動態競爭研究外，亦藉由策略矩陣分析法豐富化廠商間可分析的競爭行為，並探討資源條件不同的廠商間，其競爭行為如何佈局的實質細節。本研究對於廠商如何在競合關係中發起競爭性行動，提供了實務性的指引與參考。 / To present a united front against the stress of price-cutting competition from Mainland China, Taiwan’s two leaders in the bicycle industry, Giant and Merida, established an inter-firm cooperation system between competitors in order to achieve the common goal of delivering high-valued product. However, under the premise of cooperation agreement between two competing leaders, what is the dynamicity in co-opetition and the inter-firm competitive action under the real scenario? And, how can we apply the strategic matrix analysis to inter-firm rivalry on competitive behvior involved in co-opetition relationship? This study combines dyadic analysis from competitive dynamics with strategic matrix analysis to investigate the two research questions addressed above. By using the “strategic point” as the analytical basis, this study examines two competing leaders under cooperation agreement and extracts their competitive actions in European bicycle market with structured content analysis. Building on the results from the analysis of the news between 2006 and 2016, two competing leaders separately differentiate and conduct their competitive action deployments on four dimensions, which are time-axis, geographical coverage, value unit, and strategic point. Therefore, this study reveals the various contents of two competing leaders in the cooperation-competition. More than contributing to the research field of competitive dynamics in co-opetition, this study enriches the analyzability of inter-firm competitive behaviors by conducting strategic matrix analysis. It provides the details about how the firms compete with each other with different resource endowments. This study broadens our view of the competitive dynamics in co-opetition and introduces practical guidelines on initiating competitive action to the firms in co-opetition relationship.

本研究以策略管理理論「策略形態分析」法與「策略矩陣分析」法為基礎，發展出新的分析架構–「價值單元展開分析」法，並與策略矩陣整合成為策略系統模型。藉由個案研究，驗證此策略系統模型如何使管理者能更精確地衡量未來策略規劃之選擇，最佳化公司未來競爭策略方向。 筆者以個案探討新創科技公司在持續變動與競爭之產業中，競爭策略分析與規劃之方法。以3D感測產業作為分析與研究之個案產業，並以其中一新創科技公司–L科技公司作為個案探討之對象，提出一以新創科技公司為出發點，在衡量現有與發展未來競爭策略時，可供利用與權衡的分析方法。 「價值單元展開分析」法追尋理性與系統化思考，為公司導入嚴謹明確、量化、及標準化的度量衡工具，使公司得以更加周詳完備與深入地分析其條件前提，將策略最佳化。且此架構具高度延展性，得充分配合公司進行各種思考面向之分析。此外，「價值單元展開分析」法亦可完全結合與相容於「策略矩陣分析」法之中，形成易於溝通與同步的策略系統模型，利用此特點解決公司在策略規劃時可能遭遇之混沌與困難，將效率、效益、及效能用在得當之處，使公司未來發展更符合目標。 / This study investigates the methods of analyzing and planning competitive strategies, with a case study of a technology startup company – “L Company” in the 3D sensor industry. Based on strategy analysis and Strategic Matrix Analysis, this study developed a new analytic framework – “Value Unit Expansion Analysis” which is a systematic model integrated into Strategic Matrix Analysis. By verifying the systematic model through the case, this study proposed a more precise and optimization–capable method to form a company’s future competitive strategies. Value Unit Expansion Analysis is a clarifying, quantifying, and standardizing method for the company to pave the path for factor condition analysis and strategic optimization. The structure was designed with a high flexibility in correspondence to different considerations and changing aspects; it is compatible and can be built within Strategic Matrix Analysis. The systematic model is liable for communication and synchronization during the process of strategy planning and, therefore, setting higher efficiency, benefit, and utility for pertinent strategies that fit into companies’ goals.

近年來出現許多只透過網路發行，沒有傳統媒體在背後支持，也不屬於任何媒體集團的網路原生新聞網站。本研究旨在分析網路原生新聞網站在不同階段的策略形態，其策略與環境條件如何配合，以及可能會遭遇的困難。 本研究透過個案研究法來進行資料的搜集，以近年來興起的網路原生新聞網站《風傳媒》為例，透過對《風傳媒》總編輯的深度訪談來搜集資料，並且以司徒達賢教授的「策略形態分析法」與「策略矩陣分析法」，來解析《風傳媒》在不同時期的策略形態。 本研究的研究結論如下所示：（一）策略與環境、條件前提的適當配合能創造良好效益：《風傳媒》在成立初期選擇以政治新聞為主要的網站主題，配合即將到來的重大選舉，使《風傳媒》在初期便獲得可觀的流量以及粉絲數；（二）以特色新聞主題切入市場再發展多元內容：《風傳媒》在成立初期以政治新聞與調查報導先建立一定的流量與粉絲之後，再發展多元化的新聞內容，來更廣泛的閱聽眾；（三）《風傳媒》發展過程中遭遇的挑戰：1.有限的資源與人力：重要性相對較低的新聞內容，可以採取較低成本的方式產製；2.必須拿捏好與Facebook之間競爭又合作的關係：從Facebook而來的流量是網路原生新聞網站的重要流量來源，但是Facebook同時也是網路原生新聞網站最大的替代品威脅來源。（四）人力資源是網路原生新聞網站重要的資產：資深記者與編輯的專業、經驗與人脈，會對網路原生新聞網站有很大的貢獻。 / In recent years, some native online news sites, which don’t belong to traditional media or media groups, entered the market. The research focuses on the strategic posture and forms in different stages of native online news site, and how the strategy fits environmental and organizational conditions, and the challenge that native online news sites may have. The research is conducted by case study method and takes the promising native online news site, Storm Media Group as my case study. To collect the information, there was an in-depth interview with the chief editor, and the strategies of Storm Media Group in different periods were analyzed by Dr. Seetoo’s ‘’strategic posture and form analysis method’’ and ‘’strategic matrix analysis method’’. The conclusions are showing below. First, great fits between strategies, environmental and organizational conditions could benefit company very well. Storm Media took politic news and investigation reports as the feature of its site when they entered the market, and this move brought great traffic and fans to Storm Media. Second, it used featured topics to enter market and then diversify the topic of news. Third, the limitation of resources and how to handle the co-optetion with Facebook are the challenges of Storm Media. The news which is less important is produced by low-cost ways. Though Facebook is the important traffic source of native online news sites, Facebook is a great threat of replacement to the site, too. Forth, talented people are important assets to the native online news sites. Experienced journalists and editors can make great contributions to Storm Media.