Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Thematic (Sector/Industry)

We have earlier covered Xinyi Solar's <a href="http://www.smartkarma.com/insights/xinyi-solar-968-hk-rapid-growth-set-to-continue-take-the-deal" target="_blank">US$150m</a> and <a href="http://www.smartkarma.com/insights/xinyi-solar-968-hk-policy-support-remains-strong-momentum-likely-to-continue-take-the-deal" target="_blank">US$70m</a> placement for the development in solar farm and its Malaysia PV glass plant. Flat Glass, the key competitor of Xinyi, is said to be raising US$200m in an upcoming IPO. We think it is interesting to get the latest feel of the industry dynamics.We spoke to Xinyi Solar's management recently, to understand the the latest industry dynamics and how the company is positioned for the tailwind.In this insight, we cover the following topics:<ul><li>Recent promotional effort and policy changes by Chinese government</li><li>Industry players' reaction and observation</li><li>How Xinyi maintain its leadership in PV glass and diversifies into the downstream</li></ul>More fold below...

We have earlier covered Xinyi Solar's US$150m and US$70m placement for the development in solar farm and its Malaysia PV glass plant. Flat Glass, the key competitor of Xinyi, is said to be raising US$200m in an upcoming IPO. We think it is interesting to get the latest feel of the industry dynamics.We spoke to Xinyi Solar's management recently, to understand the the latest industry dynamics and how the company is positioned for the tailwind.In this insight, we cover the following topics:Recent promotional effort and policy changes by Chinese governmentIndustry players' reaction and observationHow Xinyi maintain its leadership in PV glass and diversifies into the downstreamMore fold below...

Xinyi Solar: post deal call with management. Where the industry and the company are heading?

Head of China Research - Forsyth Barr Asia, Forsyth Barr Asia

David Millhouse

Head of China Research - Forsyth Barr Asia

Forsyth Barr Asia

China is proposing an overhaul of its foreign-investment rules, which some news sources are saying is "the biggest revamp of China’s rules governing foreign investment since Deng Xiaoping introduced elements of capitalism into the economy in the late 1970s." The draft looks to unify regulations overseeing foreign investment in China, scale back restrictions and begin regulating the variable interest entities (VIE) that are commonly used to circumvent foreign-ownership limits. The ministry said the rules should “promote foreign investment and normalize foreign investment management.” This represents a major step toward the formal regulation of the use of VIE structures in foreign investments in China, as well as simplifying rules for foreign companies looking to invest in China. Thoughts and implications of the changes below

 China is proposing an overhaul of its foreign-investment rules, which some news sources are saying is "the biggest revamp of China’s rules governing foreign investment since Deng Xiaoping introduced elements of capitalism into the economy in the late 1970s." The draft looks to unify regulations overseeing foreign investment in China, scale back restrictions and begin regulating the variable interest entities (VIE) that are commonly used to circumvent foreign-ownership limits. The ministry said the rules should “promote foreign investment and normalize foreign investment management.” This represents a major step toward the formal regulation of the use of VIE structures in foreign investments in China, as well as simplifying rules for foreign companies looking to invest in China. Thoughts and implications of the changes below

CHINA REFORM & ADRs:  Big overhaul of foreign investment rules in China. Thoughts and implications

China

Shenzhen Infogem Technologies Co., Ltd. provides digital software and technical support to banks. The Company provides bank seal recognition system, computer's software and hardware, and bank account management system.

Shenzhen InfoGem Technologies (300085 CH)

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Shenzhen InfoGem Technologies (300085 CH)

Xinyi Solar: post deal call with management. Where the industry and the company are heading?

We have earlier covered Xinyi Solar's US$150m and US$70m placement for the development in solar farm and its Malaysia PV glass plant. Flat Glass,...

Ke Yan, CFA, FRM

CHINA REFORM & ADRs: Big overhaul of foreign investment rules in China. Thoughts and implications

China is proposing an overhaul of its foreign-investment rules, which some news sources are saying is "the biggest revamp of China’s rules...

David Millhouse

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)