No abstract

В даній статті досліджено застосування сучасного інструментарію оцінювання експортного потенціалу підприємств авіаційного комплексу, враховуючи значну кількість якісних і кількісних показників. При цьому були використані загальнонаукові та спеціальні методи системно-структурного аналізу і синтезу, а також метод експертного аналізу. Вважаємо, що формування чіткої прозорої методики оцінювання експортного потенціалу підприємств авіаційного комплексу дозволить порівняти отримані результати, виявити і ліквідувати «вузькі місця» їх функціонування. При цьому були виокремлені складові першого рівня та локальні показники, які можуть бути об’єднані в інтегральний показник експортного потенціалу. Подальші дослідження повинні бути спрямовані на універсалізацію даної методики для отримання дієвого інструменту оцінювання експортного потенціалу будь-якого промислового підприємства.

Introduction. The top management of enterprises, as a rule, have to solve several strategic issues when concluding a foreign trade contract, among which the choice of strategic direction of activity and the counterparty country is the highest priority. Methods. General and specific methods of system-structural analysis and synthesis were used to formulate the author's definition of "development strategy", to identify the interrelated stages of the development strategy formation; correlation-regression analysis was applied to determine the correlation density between imports and exports for the countries involved in Ukraine’s foreign trade in metallurgical products. Results. The theoretical study of approaches to the formation of a development strategy has allowed formulating the author's definition that the enterprise development strategy is a long-term plan, which contains complex decisions on choosing the direction of enterprise’s development, defining the major goals and models of actions for the formation and effective use of its potential; it also allows the enterprise to create favourable internal and external conditions for successful completion of the main stages of development. It has been found that analysis, monitoring, diagnostics of external and internal environment are a commonly-accepted component of any process of strategy formation. The results of the correlation between import and export as elements of the system have been obtained; it has been proved that a change in import volumes occurs simultaneously with the proportional change in export volumes. Enterprises will be advised to perform foreign economic activities only with counterparties in the countries for which the correlation coefficient between exports and imports is significant. Discussion. The density of export - import links for individual types of metallurgical products is greater than 0.5, indicating a significant correlation between the two considered features. The foreign economic relations between the metallurgical enterprises in Ukraine and various countries of the world are relatively balanced in the field of exports - imports of certain types of metallurgical products. The obtained results should be taken into account in the formation of a strategy for those metallurgical enterprises in Ukraine, which are to perform or expand their foreign economic activity. At the same time, it is necessary to take into account other factors influencing the resultant indicator, i.e. import, and to introduce advanced methods for their detection and research, which, in turn, will reduce the negative impact of the environment. Keywords. Development strategy, import, export, correlation, foreign economic activity, metallurgical enterprises, metallurgical products.

Purpose. To develop a comprehensive methodology for assessing the effectiveness of social investment of metallurgical enterprises by a decoupling approach, which facilitates to form a clear idea of the investors intentions to support socially important initiatives and to make a realistic portfolio in terms of achieving the impact goals. Methodology. During the present research, the statistical methods of time series processing and correlation-regressive analysis are used in determining the dependence of the Decoupling Factor of social values on the amount of capital investment to create them. Decoupling analysis is applied in assessing the effectiveness of social investments of Metinvest Holding and the formation of its portfolio in terms of achieving impact goals. Strategic analysis is put to use in forecasting the effectiveness of social investment Metinvest Holding on the medium perspective. Findings. It is stated that the strategic orientation of transformational changes in the economy is currently the sustainable development of industrial enterprises, the achievement of which, in particular, is possible with the consistent application of the arsenal of fair working conditions, professional growth and welfare of employees, among which social investment has become widespread in foreign practice. The international standards on corporate social responsibility of companies are analyzed and the content component of the concept of social investment is revealed according to the functional approach. Emphasis is placed on the need to assess the effectiveness of social investment by the decoupling approach. The essence of the decoupling and its significance in the process of social investment are revealed. The authors method for evaluating the effectiveness of social investment by the decoupling approach is proposed. The classification of decoupling effect types according to P.Tapio has been modified by distinguishing types of social-decoupling effect. The expediency of supplementing GRI400 Social Standards with the group of indicators GRI-420 Efficiency of Social Investments is substantiated. Originality. The theoretical and methodological provisions in the field of social investment are deepened by developing an authors methodology for assessing the effectiveness of social investment by decoupling approach. In contrast to the existing transformational changes in the economy, the methodology helps to make a clear understanding about the investors intentions and his/her realistic portfolio in terms of achieving the set impact goals. Taking into account the requirements of the UN Resolution Transforming our world: the 2030 Agenda for Sustainable Development, the ISO 26000 Social Responsibility Guide (2010) and the AA1000 AS Social Reporting Standard, it is proposed to supplement GRI-400 Social Standards with a group of indicators for assessing the effectiveness of social investment by the decoupling approach. Practical value. The scientific results on assessing the effectiveness of social investment of industrial enterprises by the decoupling approach should be used in making management decisions to invest capital in improving the working conditions of employees.