Transcript Slide 1

China “Going Out”
August 2011
The Hina Group Overview
Hina focuses on cross-border opportunities between Asia and the World
Hina
Investment Banking
Hina
Private Equity
SF
Beijing, Shanghai
Singapore
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Hina: What Differentiates Us
+
Chinese Roots, Global Branches
Capital + On-the-Ground
Experience
+
Long Term Commitment to China and its
relationship to the World
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Hina’s Successful Track Record
Hina
Investment Banking
Hina Private Equity
• Advised over 50 transactions worth $8B USD
• 93x return on Framedia/FocusMedia
investment
• Global team of 50 professionals
• US FINRA licensed Broker/Dealer
• Team’s record includes Alibaba,
Sina.com, Webex, GRIC
Communications
• Global Companies we’ve worked with:
• Current Fund Activities
– Hina RMB fund
– Hina USD growth equity fund
Private & Confidential
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Hina’s Recent Awards
Hina is one of the most recognized, well respected brands in investment banking in China
May 2007
Top 10 Most Influential
Private Equity Firms of
2007
Chine Beijing Int’l.
High-Tech Expo
Oct 2008
Boutique M&A House
of the Year
2008 Asia M&A Atlas
Awards
Dec 2009
Nov 2007
Nov 2007
Jan 2008
Best Private Equity Firm
Best Cross-Border
Investment Bank
2007 Grand Prize for
Investment Influence
China First Financial Daily
China First Financial Daily
2008 China Telecom
Market Annual Event
Nov 2008
Dec 2008
Dec 2009
Best Investment Bank
Best Investment Bank
2008 Best Investment Bank
China Top Value List of
Potential Enterprises
Invested
Asia Pacific International
Finance Forum
Asia-Pac Intl. Finance Forum
& Chinese Venture Capital /
Real Estate Summit
Jun 2010
Sep 2010
Sep 2010
2008 Best Cross-Border
Investment Bank
2010 Most Trusted
VC Institution
Boutique M&A Investment
Banker of the Year:
Dr. Hong Chen
Asia Pacific
M&A Deal of the Year
China Top Value List of
Potential Enterprises
Invested
CFO Trusty 100
Awards
2010 Asia M&A Deal
Awards
2010 Asia M&A Deal
Awards
Private & Confidential
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"CHINA OUTBOUND DIRECT INVESTMENT - GETTING
YOUR PIECE OF THE $60BB CHINA PIE"
• China’s outbound direct investment (ODI) is taking off: With ODI
(non-financial) of nearly $60 billion last year, China in now the
world’s fifth largest exporter of capital, and signs have emerged that
this figure is likely to double in the next 3-5 years.
• Chinese companies are seeking to secure natural resources on
cross-border merger and acquisitions. There are also signs that
Chinese corporations are moving up the product chain in pursuit of
technology, distribution networks and market expertise around the
globe.
• China's move to allow yuan-backed ODI will further boost the
trend. China’s currency, yuan, will overtake the British pound this
year as the world's third most popular trade currency, an HSBC
survey said in May. Given the strong net dollar inflows, Beijing sees
the corporate sector’s outbound investment as a key substitute for
FX reserve accumulation.
Private & Confidential
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China, by the Numbers
2nd
Largest Economy in the World [double in size in the last 7
years!]
9-12%
Annual GDP growth
12-15%
Private Consumption Growth
4%
Unemployment Rate
25%
Chinese currency has appreciated against USD in
the last 6 years
$3
Trillion
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China Investment and M&A Has Reached New Heights
Outbound trend expected to continue despite (or BECAUSE of?) a challenging
global economic environment
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This Really is a Story of Boy Meets Girl…
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… Only with a Big Ocean in Between
… language
… culture
… expectations
… stereotypes
… no supporting cast
… what does her parents think?
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But in the end,
there are so many
reasons why Boy
should meet Girl
The Good Reasons…
Hina’s Chinese Clients
Desired
Targets
Rationale
World’s largest
mobile carrier
MVNO,
Carrier, many
others
Expand into US market
as service provider (?)
China’s largest
enterprise
software
company
PLM
Acquire leading tech to
bring back to large
installed customer base
in China
China’s largest IT
services and
software
company
Embedded
Mobile
Development
Acquire R&D, talent, and
customer access
China’s largest
projector
company
InFocus
Acquire brand, global
sales/marketing channel
and know-how, IP
portfolio, leverage China
mfg to improve profit
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What does this mean for our Star Crossed Lovers?
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The Hina Group
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