Investment Target Evaluation via Custom Shallow-Dive

Customer Request

A leading technology investor was looking to invest in an established company active in polysilicon production. Before the investment, the investor requested a detailed competitive analysis to understand the current market positioning of the target investment prospect.

Solution

A comprehensive “shallow-dive” analysis was provided covering the supply-demand scenarios of poly-silicon supply and the target prospect’s market position in line with these scenarios. More specifically, the analysis consisted of the following sections based on the scoping discussions with the client:

• Target Company Snapshot
  • Business Segments
  • P&L Assumptions
  • Operating P&L Forecast
• Poly-Silicon Demand Outlook
• Poly-Silicon Pricing Forecast
• Current Competitive Landscape
• Competition Production & Cost Forecasts
• Current competitive advantages of the target prospect
• Current and expected future market position of the target