Multiple layers of accounts and at best irregular reporting of actual operational conditions are entrenched concerns. It is difficult to gain a clear picture from published information, even for many major listed companies. In this environment, ordinary financial analysis and other tools are frequently hampered.
As a component of its ongoing assessment of the Chinese economy, Mahon China tracks both listed and unlisted companies in key sectors, allowing it to provide client-tailored research focused on company and market fundamentals, not just analysis of potentially incomplete financial information.
Typically, our research clients are multinational industrial companies and investment banks targeting China assets, institutional investors seeking greater background on China-based or China-sensitive stocks, and overseas private equity funds with exposure to Chinese investments through their investee.