国外咨询用行业分析框架教程教案.pptVIP

HK000I5D_ML_ChinaOpportunities_0804.ppt DRAFT CONFIDENTIAL * HK000I5D * HK000I5D DRAFT China Industry Primer [ ] August 18, 2004 CONFIDENTIAL HK000I5X 3 Industry Primer – [ ] Key Industry Trends [Certain product type popular] [Price cuts] [Intensifying competition] [Margin compression] [Coupled with financing – electronics for example] [Domestic consolidation] [Diversification of customer base] [Inter-provincial expansion] [Declining import tariff] [Governments stance and position] [Funding – more private sector capital] [Shift in distribution channel] Rely on news run, industry sector reports, discussions in company annual reports 4 Industry Primer – [ ] Key Drivers [Strong overall economic performance] [Infrastructure expansion] [Increasing consumer awareness] [Increase in construction work] [Increase in disposal income] Tie back to the Industry Characteristics and Trends ____________________ Source: [ ] Driver 1 Driver 2 Driver 3 Driver 4 Source: Industry reports, equity research on profiled companies 5 Key Players and Market Share Industry Primer – [ ] Competitive Landscape ____________________ Source: [ ] [List key domestic or foreign players and respective market share] Source: Industry reports, equity research on profiled companies, news runs 6 Industry Primer – [ ] Regulatory Environment Key Regulations and Licensing Requirements Foreign Ownership Restrictions [Current situation] [WTO commitments] [Favorable treatment for HK companies?] [Distribution? Manufacturing? Marketing?] [Investment restrictions] Key Regulatory Agencies Relevant Tax Regulations [Favorable tax treatment for operation in certain region [To come] ____________________ Source: [ ] Source: Industry reports, equity research on profiled companies, news runs; lawyers’ websites Overview of Multinational’s Presence 7 Industry Primer – [ ] Foreign Participation to date Market Share Breakdown – [Year?] [UNDER NO CIRCUMSTANCES SHOULD YOU CONTACT THE REGIONAL RM’s] ___________