HK000I5DChina Industry Primer August 18, 2004CONFIDENTIALHK000I5XDateHK000I5D_ML_ChinaOpportunities_0804.pptHK000I5D1Total Market Size and PerformanceNo. of Players / Total Production CapacityUnit Price / Units SoldIndustry Primer Market Overview1. Break down to province / region and subsector as appropriate2. Include as much detail as appropriate / possible 3. Footnote all your sources!_ Source: Data to comeData to comeData to comeDateHK000I5D_ML_ChinaOpportunities_0804.pptHK000I5D2Industry Primer Key Industry CharacteristicsFragmented marketState-ownershipImport or export drivenSegmentation of market spaceInnovation driven ?Cyclical ?Demographic-drivenProtected sectorLow penetrationLacking certain expertiseScale-playBrand-drivenHigh barrier of entryHigh R lawyers websitesDateHK000I5D_ML_ChinaOpportunities_0804.pptHK000I5DOverview of Multinationals Presence7Industry Primer Foreign Participation to dateMarket Share Breakdown Year?UNDER NO CIRCUMSTANCES SHOULD YOU CONTACT THE REGIONAL RMs_ Source: Source: Industry reports, equity research on profiled companies, news runs; SDC M&A runsDateHK000I5D_ML_ChinaOpportunities_0804.pptHK000I5D8Cross-Bordered M&ADomestic M&AM&A Activity to DateIndustry Primer _ Source: Key Transactions_ (#) represent no. of deals_ (#) represent no. of deals(10)(10)(10)(10)(10)(10)(10)(10)(10)(10)(10)(10)to cometo comeSizable, notable transactionsSource: SDC M&A runs and news runsDateHK000I5D_ML_ChinaOpportunities_0804.pptHK000I5D9Ranking by ROARanking by ROESummary of PlayersIndustry Primer _ Source: to cometo comeSource: SDC M&A runs and news runsRanking by Valuation Ranking by EBITDA Marginto comeEV/EBITDA or P/E or P/BDateHK000I5D_ML_ChinaOpportunities_0804.pptHK000I5D10Company Profile - Stock Market PerformanceRecent DevelopmentsBusiness OverviewKey ManagementIndustry Primer To comeNo. of employeesGeographic coverageProduct rangeRevenue breakdownKey brandsKey strategy_ Source: DateHK000I5D_ML_ChinaOpportunities_0804.pptHK000I5D11Key Operating MetricsSWOT AnalysisFinancial OverviewOwnership / AvailabilityTo comeTo comeCompany Profile - (Contd)Industry Primer +Other operating data: ie. No of outlets / production capacity_ Source: DateHK000I5D_ML_ChinaOpportunities_0804.ppt