The quality and clarity of data on Chinese companies leave much to be desired by foreign investors. Multiple layers of accounts and at best irregular reporting of actual operational conditions are well-entrenched concerns. Even for many major listed companies it is difficult to gain a clear picture from published information. Ordinary financial analysis and other tools are hampered in this environment.
We use our experience of the Chinese economy and of working closely with local companies to provide client-tailored research focusing on company and market fundamentals, not just on technical analysis of potentially incomplete financial information. We back this up with value-added knowledge gained through our long-term familiarity with the market, our extensive network and through specific site visits.
We regularly provide client-specific research covering both private and China-listed companies, asset packages, and SOEs and their subsidiaries.
Typically our clients are investment banks targeting China assets, institutional investors seeking greater background on China-based or China-sensitive stocks, and overseas private equity funds with exposure to China investment through their investee companies who need robust and independent financial and strategic research reports on a potential target.