国外咨询用行业分析框架.ppt

12/6/2019,HK000I5D_ML_ChinaOpportunities_0804.ppt,DRAFT,ChinaIndustryPrimer,August18,2004,CONFIDENTIAL,HK000I5X,12/6/2019,HK000I5D_ML_ChinaOpportunities_0804.ppt,1,IndustryPrimer,MarketOverview,Breakdowntoprovince/regionandsubsectorasappropriateIncludeasmuchdetailasappropriate/possibleFootnoteallyoursources!,_Source:,Datatocome,Datatocome,Datatocome,12/6/2019,HK000I5D_ML_ChinaOpportunities_0804.ppt,2,IndustryPrimer,KeyIndustryCharacteristics,FragmentedmarketState-ownershipImportorexportdrivenSegmentationofmarketspaceInnovationdriven?Cyclical?Demographic-driven,ProtectedsectorLowpenetrationLackingcertainexpertiseScale-playBrand-drivenHighbarrierofentryHighRlawyerswebsites,12/6/2019,HK000I5D_ML_ChinaOpportunities_0804.ppt,7,IndustryPrimer,ForeignParticipationtodate,MarketShareBreakdownYear?,UNDERNOCIRCUMSTANCESSHOULDYOUCONTACTTHEREGIONALRMs,_Source:,Source:Industryreports,equityresearchonprofiledcompanies,newsruns;SDCM&Aruns,12/6/2019,HK000I5D_ML_ChinaOpportunities_0804.ppt,8,M&AActivitytoDate,IndustryPrimer,_Source:,_(#)representno.ofdeals,_(#)representno.ofdeals,(10),(10),(10),(10),(10),(10),(10),(10),(10),(10),(10),(10),tocome,tocome,Sizable,notabletransactions,Source:SDCM&Arunsandnewsruns,12/6/2019,HK000I5D_ML_ChinaOpportunities_0804.ppt,9,SummaryofPlayers,IndustryPrimer,_Source:,tocome,tocome,Source:SDCM&Arunsandnewsruns,tocome,EV/EBITDAorP/EorP/B,12/6/2019,HK000I5D_ML_ChinaOpportunities_0804.ppt,10,CompanyProfile-,IndustryPrimer,Tocome,No.ofemployeesGeographiccoverageProductrangeRevenuebreakdownKeybrandsKeystrategy,_Source:,12/6/2019,HK000I5D_ML_ChinaOpportunities_0804.ppt,11,Tocome,Tocome,CompanyProfile-