august 2011 china “going out”. sf beijing, shanghai singapore the hina group overview hina...

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August 2011 China “Going Out”

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August 2011

China “Going Out”

SF

Beijing, Shanghai

Singapore

The Hina Group OverviewHina focuses on cross-border opportunities between Asia and the World

HinaPrivate Equity

HinaInvestment Banking

2

Hina: What Differentiates Us

Chinese Roots, Global BranchesChinese Roots, Global Branches

Capital + On-the-Ground Experience

Capital + On-the-Ground Experience

+

+

Long Term Commitment to China and its relationship to the World

Long Term Commitment to China and its relationship to the World

3

Private & Confidential

Hina Private EquityHina

Investment Banking

• Advised over 50 transactions worth $8B USD• Global team of 50 professionals• US FINRA licensed Broker/Dealer• Global Companies we’ve worked with:

• Advised over 50 transactions worth $8B USD• Global team of 50 professionals• US FINRA licensed Broker/Dealer• Global Companies we’ve worked with:

4

•93x return on Framedia/FocusMedia investment

•Team’s record includes Alibaba, Sina.com, Webex, GRIC Communications

•Current Fund Activities

– Hina RMB fund

– Hina USD growth equity fund

•93x return on Framedia/FocusMedia investment

•Team’s record includes Alibaba, Sina.com, Webex, GRIC Communications

•Current Fund Activities

– Hina RMB fund

– Hina USD growth equity fund

Hina’s Successful Track Record

Private & Confidential

Best Investment Bank

Asia Pacific InternationalFinance Forum

Best Investment Bank

Asia Pacific InternationalFinance Forum

Dec 2008

Asia PacificM&A Deal of the Year

2010 Asia M&A DealAwards

Asia PacificM&A Deal of the Year

2010 Asia M&A DealAwards

Sep 2010

Top 10 Most Influential Private Equity Firms of

2007

Chine Beijing Int’l.High-Tech Expo

Top 10 Most Influential Private Equity Firms of

2007

Chine Beijing Int’l.High-Tech Expo

May 2007

Hina is one of the most recognized, well respected brands in investment banking in China

Hina’s Recent Awards

5

Best Private Equity Firm

China First Financial Daily

Best Private Equity Firm

China First Financial Daily

Nov 2007

Best Cross-BorderInvestment Bank

China First Financial Daily

Best Cross-BorderInvestment Bank

China First Financial Daily

Nov 2007

2007 Grand Prize forInvestment Influence

2008 China TelecomMarket Annual Event

2007 Grand Prize forInvestment Influence

2008 China TelecomMarket Annual Event

Jan 2008

Boutique M&A House of the Year

2008 Asia M&A Atlas Awards

Boutique M&A House of the Year

2008 Asia M&A Atlas Awards

Oct 2008

Best Investment Bank

China Top Value List of Potential Enterprises

Invested

Best Investment Bank

China Top Value List of Potential Enterprises

Invested

Nov 2008

2008 Best Investment Bank

Asia-Pac Intl. Finance Forum& Chinese Venture Capital /

Real Estate Summit

2008 Best Investment Bank

Asia-Pac Intl. Finance Forum& Chinese Venture Capital /

Real Estate Summit

Dec 2009

2008 Best Cross-BorderInvestment Bank

China Top Value List of Potential Enterprises

Invested

2008 Best Cross-BorderInvestment Bank

China Top Value List of Potential Enterprises

Invested

Dec 2009

2010 Most TrustedVC Institution

CFO Trusty 100Awards

2010 Most TrustedVC Institution

CFO Trusty 100Awards

Jun 2010

Boutique M&A InvestmentBanker of the Year:

Dr. Hong Chen

2010 Asia M&A DealAwards

Boutique M&A InvestmentBanker of the Year:

Dr. Hong Chen

2010 Asia M&A DealAwards

Sep 2010

6Private & Confidential

• 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.

"CHINA OUTBOUND DIRECT INVESTMENT - GETTING YOUR PIECE OF THE $60BB CHINA PIE"

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China, by the Numbers

Largest Economy in the World [double in size in the last 7 years!]

2nd

12-15%

4%

25%

9-12%

$3 Trillion

Annual GDP growth

Private Consumption Growth

Unemployment Rate

Chinese currency has appreciated against USD in the last 6 years

8

China Investment and M&A Has Reached New Heights

Outbound trend expected to continue despite (or BECAUSE of?) a challenging global economic environment

9

This Really is a Story of Boy Meets Girl…

10

… Only with a Big Ocean in Between

… language… culture

… expectations… stereotypes

… no supporting cast… what does her parents think?

But in the end, there are so many reasons why Boy should meet Girl

11

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

The Good Reasons…

12

What does this mean for our Star Crossed Lovers?

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The Hina Group