投资银行面试必备资料美林的行业分析框架.ppt
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1、8/14/2019,HK000I5D_ML_ChinaOpportunities_0804.ppt,DRAFT,China Industry Primer, ,August 18, 2004,CONFIDENTIAL,HK000I5X,8/14/2019,HK000I5D_ML_ChinaOpportunities_0804.ppt,1,Industry Primer ,Market Overview,Break down to province / region and subsector as appropriate Include as much detail as appropriat
2、e / possible Footnote all your sources!,_ Source: ,Data to come,Data to come,Data to come,8/14/2019,HK000I5D_ML_ChinaOpportunities_0804.ppt,2,Industry Primer ,Key Industry Characteristics,Fragmented market State-ownership Import or export driven Segmentation of market space Innovation driven ? Cycli
3、cal ? Demographic-driven,Protected sector Low penetration Lacking certain expertise Scale-play Brand-driven High barrier of entry High R&D,Recent Developments,Introduction of certain technology Opening of certain markets Cutting import tariff,Rely on news run, industry sector reports, discussions in
4、 company annual reports,8/14/2019,HK000I5D_ML_ChinaOpportunities_0804.ppt,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
5、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,8/14/2019,HK000I5D_ML_ChinaOpportunities_0804.ppt,4,Industry Primer ,K
6、ey 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
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- 投资银行 面试 必备 资料 行业 分析 框架
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