ShARE Training Slide Making Slide Library July 2018

July 2018
TRAINING
Slide making – slide library

Training 1
CONFIDENTIAL – CAN NOT BE SHARED OUTSIDE ShARE

When to use those slides – these templates can help you, but may
not be sufficient
When to use
Quantitative • Probably the most used format in ShARE presentation with the structure slides
slides
Structure • Often used to structure an insight (e.g.: a policy with 3 components, a

slides programme with 4 project…)
ID • Often used as BACK-UP to have detailed description of a programme,

slides organization, company,…
Value chain • Often used when there is a time line, or an industrial value chain or a process
slides
Matrix slides • Used for a smart and complicated analysis, with 2-3 dimensions
Map slides
• Used to spot clusters in a country, in a region
Calculations
slides • Used as BACK-UP of quantitative slides when you come up with a complex
methodology
Copyright ©2017 ShARE. All Rights Reserved 2

Content
• Quantitative slides
• Structure slides
• ID slides
• Value chain slides
• Matrix slides
• Map slides
• Calculation slides

XX chain hotel industry has experienced meteoric growth,
multiplied its hotel and room base by nearly 40 folds in 10 years
XX chain hotels and rooms from 2005-2016
# hotels As a comparison, the

# rooms (millions)
US has ~53 000 hotels 2,13
24150
and 5 million rooms 1,97
21481
CAGR
CAGR 1,53
42% 16375
39%
1,24
12727
0,98
9924
0,75
7314
5120 0,54
3757 0,41
2805 0,31
1698 0,19
522 906 0,06 0,10
2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016
2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016
Y2Y 74% 87% 65% 34% 36% 43% 36% 28% 29% 31% 12% 74% 91% 66% 32% 32% 37% 31% 26% 23% 29% 8%
growth
Source: XX hotel association, Hotel News Resources; ShARE analysis

A few articles on “Social entrepreneurship” have been published,
not in a number to influence people
Occurrence of word combination in the archives of the largest Swiss media

In a 6-year period
3181 31
21
zoom
832
701
520
4
31
1
0
S" " " "
ard re r rty" tes
"UB t h de v e ga "
sL
eu "F e "po "bi
ll
a tes xx xx xx xx
r i ll g
"Do "bi
Source: swissinfo archive; ShARE analysis 5

Copyright ©2017 ShARE. All Rights Reserved
Indian auto industry was growing at 14.4% from 2003 till 2007
before 4% decline & stands at 10 million units in 2009
CAGR
Category wise Automobile Demand in India (XX)
03-08 08-09
Passenger 16.9% 0%
Vehicle
7,9
7,2 7,4
7,1
Commercial
6,2 20.9% -23%
Vehicles
5,4
4,8
Two Wheelers 13.3% -3.2%
1,38 1,55 1,55 Three

1,06 1,14 14.8% -6.4%
0,71 0,90 Wheelers
0,36 0,470,40 0,490,36 0,380,35
0,190,23 0,260,28 0,32 0,31 0,35
03-07 07-08
2003 2004 2005 2006 2007 2008 2009
Consolidated -4%
14.4%
Auto Industry
Passenger Vehicle : Cars and Utility Vehicles

Commercial Vehicle : Light, Medium and Heavy Vehicles ( e.g. Trucks, Buses)
Two Wheelers : Bikes and scooters
Three Wheelers : Autos, Rickshaws
Source: SIAM Industry Statistics (Society of Indian Automobile Manufacturers)Copyright ©2017 ShARE. All Rights Reserved 6
Cost could drop up to XX% in 2015, mainly due to technology
progress
XX cost drop divers(Predicted by comprehensive data)
“XXX as substrate will low the cost for it is cheap and could product bigger substrate
to increase utilization of XXequip, at the same time, Si is softer than SiC and
sapphire to reduce processing costs……It’s estimated that use Si could save 90%
of the chip cost”
65%
XX，XXX
100% US DOE
estimation
confirmed similar
declining pattern
10%
5%
7%
20% 2% 1%
10%
2010 XX XX External 2015 XX XX External 2020
Government subsidizes
Source: interviews; ShARE analysis；Development blueprint for China's semiconductor lighting

news from XX global online， Copyright ©2017 ShARE. All Rights Reserved 7
Specially in the last decade, as after the introduction of the first flex fuel
car in 2003 ethanol sales increased 5x
Hydrated ethanol monthly sales

10 000 000 in barrels
CAGR
Mar2003 - Jun2010
8 000 000 Ethanol accounts for more than
26.4% 50% of current light vehicle fuel
demand. This is expected to
increase to over 80 % by 2020
6 000 000
Introduction of
the
4 000 000 first flex-fuel
car: VW Golf
Price’s liberalization Higher ethanol prices (caused by
poorer crops due to bad climatic
conditions) made people to
2 000 000 chose gasoline at the gas
stations as it is only economical
to buy ethanol when it costs
<70% of gas
0
2 0 2 -6
2 0 3 -6
2 0 4 -6
2 0 5 -6
2 0 6 -6
2 0 7 -6
2 0 8 -6
2 0 9 -6
-6
20 -01
20 -06
20 -12
20 -06
20 2
20 2
20 2
20 2
20 2
20 2
20 2
20 2
20 2
-1
-1
-1
-1
-1
-1
-1
-1
-1
10
00
00
00
01
01
02
03
04
05
06
07
08
09
0
0
20
Source: ANP – National Agency for Oil, Natural Gas and Biofuels, Petrobras 8
Highest occupancy rate appears in the National Day holiday and
summer vacation, the lowest point appears in the Spring Festival
Hotel Occupation Rate from 2014 to 2016 by Month

National holiday that
Chinese visitors to travel
Summer holiday
65%
63% 61%
61%
Chinese new year holiday,
most Chinese return to
59%
home and economic
57% slows down
activity
56%
55%
54%
53%
51%
49%
2014 2015 2016
47%
45%
Jan. Feb. Mar. Apr. May Jun. Jul. Aug. Sep. Oct. Nov. Dec.
Source: XX hotel association

Low penetration offers potential in domestic market and low cost
operations lead to higher automobile export demand
Domestic Demand is expected to grow further Rapid growth in export demand is fueled by
with increasing market penetration India’s low cost of operations
Domestic Demand
Export Demand
(XX)
CAGR (XX) CAGR
CAGR CAGR 09-15 09-15
03-07 07-08 XX%
17.9%
-4% 16,1 4,1
XX
14,8 3,5
13,6
12,5 CAGR 3,0
11,5
10,1 9,7 9,7 10,6 03-09 2,5
8,9 30.7% 2,1
7,9 1,8
6,8 1,5
5,9
1,2
1,0
0,6 0,8
0,3 0,5
2003 2005 2007 2009 2011 2013 2015 2003 2005 2007 2009 2011 2013 2015
“Car Density in India is low at 12 per 1000 people “India’s low cost of operations has led to an increase in
in comparison to U.S. market’s 756 per 1000 outsourcing of auto components from the local players” -
people” -Mr. Jatinder Kumar, Visteon Revving up! Indian automotive industry - a perspective by
E&Y
Source: SIAM Industry Statistics, ShARE interviews

Most provinces have a large capacity surplus over the number of
mobile subscribers
Mobile Switch Capacity1 VS Mobile Subscribers

(XX)
157
Mobile switch capacity
Mobile subscribers
105
96
89
80 80 78
73
54 57
53
49
45 43 43 46 45 43 45
40 38 37 37 38
35 36 33 31 36
31 29 28 25 25
23 22 21 23 23
20 20 19 19 18 16 16 15 15 14 1712 11
17
9 9
5 74 43 2
1
li a
Ti ng
an i
Sh an
H un xi
on ng
An i
an g
H ng
ai
H n
H g
Sh xi
ne Be g
G hai
G in
Si bei
ao i
Ji ng
H n
Fu n
Xi su
Zh gsu
lo nan
Q xia
Ji lin
ho u
H g
t
G gxi
N an
'x
Sh hu
be
Li be
n
Sh don
ua
n
a
C z ho
an
ng
gh
an
go
Ji
an
ia
ji
r M ij i
n
ia
ji
ni
jia
do
en
un
g
g
e
an
ng
Ti
an
ch
an
ai
in
in
ua
ej
nj
ng
ng
ui
Y
ua
ei
G
In
1. Mobile Switch capacity: maximum number of users (in millions) each mobile switch can service
2. Data is ranked by mobile subscribers/BTS capacity;
Source: Ministry of Industry and Information Technology of China
Hotel industry in XXX is dominated by 3 large local groups,
which represents XX% of hotel chain rooms
Major hotel groups in XXX by # hotels and # rooms in China

(1st January 2017)
rooms share as% hotels share as%

0 50000 100000 150000 200000 250000 300000 350000 400000 450000 500000
4 751 22% 20%

JinJiang International Hotel Group Co. 466 491
3 402
BTG HOMEINNS Hotels Group 373 560 18% 14%
3 269 16% 14%

China Lodging Group 331 347
1 712 7% 7%
GreenTree Inns Hotel Management Group 148 872
1 107 3% 5%
Eastern Crown Hotels Group China 62 349
1 126 3% 5%
SUNMEI Group 55 439
1 126 3% 5%
Urban Hotel Group 55 439
hotels (#)
504 rooms (#) 2% 2%
Zhuyou Hotels Group 33 492
92 1% 1%
Wanda Hotels & Resorts 27 521
493 1% 2%
99-Inn Management Co. 26 699
0 500 1000 1500 2000 2500 3000 3500 4000 4500 5000
Source:: Hotels, inntie, corporate annual reports, company website Copyright ©2017 ShARE. All Rights Reserved 12
Aluminum sheet usage in automobile components is decreasing
because of improving technology
Aluminum Sheet usage in Car

(XX)
1,5 1,5
1,3 1,3
1,25 1,25 1,25 1,25 XX4
1,15 1,15 1,15
1,75 1,75
1,6 1,6
1,5 1,5 1,5 1,5 XX3
1,4 1,4 1,4
1,25 1,25 1,1 1,1 1 1 1 1 0,9 0,9 0,9 XX2
2 2 1,9 1,9 1,8 1,8 1,8 1,8 1,7 1,7 1,7

XX
2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
“Improvement in technology is the reason of decrease in kilo grams of aluminium used in radiators, intercooler, evaporators
and condenser especially in past five years and trend is likely to continue in future but reduction would not be equal and
would be slow going forward” - Mr Pradeep Srivastav, Climate System
Source: ShARE analysis, Interviews

XX play a strong role in a high-end segment where they hold 59%
of the market
The top 10 local and foreign XXX in 3 segments ranked by rooms

(31 Dec 2016)
High-end YYY ZZZ

Local Foreign
7%
30%
41
%
59% 70% 93
%
Jin Jiang 33 000 Vienna 72 454 Home Inn

Cro wne Plaza 27 938 Ji 39 664 Hanting Inns&Hotel
Sheraton 27 022 Holiday Inn 24 193 7 Days Inn
Jianguo 19 318 Ramada 18 407 Jinjiang Inn
Shangri-la 18 514 Holiday Inn Express GreenTree Inn
18 177
Jinling 16 946 Super 8
Atour 15 600
Hildon 16 682 City Comfort Inn
Lavande 15 449
Intercontinental 15 130 118inns
Starway 13 206
Howard Johnson 14 794 Thank
Days Inn 12 299
Phoenix 13 726 Mo tel
Yitel 11 864
Source:: Hotels, inntie, corporate annual reports, company website

726 million mobile subscribers in China with CAGR1 of 36% over
the last 10 years
Mobile Subscribers in China by 2009

(XX)
CAGR
GSM CDMA 3G
1.6%
CAGR
3G network
A large drop launched in 11.5%
in CDMA 2009
493 572 639 746 886
users due to 384
take-over2 283 1087
150 1316
95 98 97 96 90
CDMA 60 89
10 76 79
launched in CAGR
2002 52 60
36.4% 28
41 41
36 839 856 854 847 830 764
33 664 744 815 672
28 591 24
17 489 504
407
4
206 289 342 302
0 0
70 156
45
00
01
02
03
04
05
06
07
08
09
10
11
12
13
14
15
16
17
18
19
20
20
20
20
20
20
20
20
20
20
20
20
20
20
20
20
20
20
20
20
20
20
1. CAGR = Compounded Annual Growth Rate
2. take-over: China Unicom sold the CDMA service to China Telecom in July, 2008. ShARE projections
Source: China Mobile, China Unicom, China Telecom, ShARE interview; 15

Passenger Car is largest and fastest growing passenger vehicle
segment having Maruti Suzuki being largest player
Passenger car is the largest and the fastest

Maruti Suzuki holds the highest market
growing Segment in Indian Passenger
share in Passenger Vehicle Market
Vehicle Market
Market Share of Key Players in 2008-09

in Passenger Vehicle Market including Segment wise sales
exports (million units) (figures in `000 units)
46% 16% 15% 7% 4% 12%
0,89
1204 1219
1076
818 881
693
0,30 0,28 539
0,23
221 245 226
0,13 0,08 149 178 195
115
53 60 66 67 83 101 107
XX XX XX XX XX XX 2003 2004 2005 2006 2007 2008 2009
Passenger Utility Mutli Purpose
Source: IBEF, SIAM, Maruti Suzuki Annual Report

WW and mobile payment platform will be the prevailing
applications in the future
Mobile banks have the biggest number

Payment platform just launched mobile payment in
of users currently thanks to the early
2009, but will catch up with mobile bank in the future
launch and extensive marketing
Number of Users per Application (XXn)
Number of Users per
Application (XX)
XX XX2 XX3
XX XX2 XX3 105,1
102,4
97,4
92,3
84,2
75,3
89,3 95,2
57,8 79,4
65,3
48,2
33,6
8,9
15,8 23,5 26,8 28,3 31,5 33,9 36,9
2009 2010 2011 2012 2013 2014 2015

“Every bank is soliciting mobile banking customers “Mobile payment will grow to 40% of the third-party payment
with lower rates .or even free of charge. The strong market in 3-5 years. We already have more than 300 million
competition among banks is pushing the number of users on Internet, among which 20-30% people are expected to
mobile banking users to a higher level.” sign up for mobile payment in the near future.”
XX XX
Source: Yiguan International Analysis; ShARE interviews 17

Private for–profits receive most of their revenues through federal
student loans (Title IV funds), while spending high on marketing
and recruiting
Percentage of total expenses at degree-granting

Annual Fee comparison between Private and postsecondary institutions, by purpose of select
Public institutions (2015-16) for 4 year programs expenses 2014–15
(USD)
Board Dormitory Tuition

63 Public
Private For profit
5 116
Private Non Profit
6 495
32 30
27 27
3 726 20
4 561 31 580 5 842 13 12
5 850
14 154
8 778
Instruction Student Services, Research and Public
academic support Service
Public Private NP Private FP and institutional
support
Comments Comments
• Tuition fees accounts for more than 90% of the • Student acquisition cost: Top 30 public traded
income of for-profit institutions. companies spent 23% of revenues on marketing and
• 86% of revenues of top 15 companies came from advertising in 2010
Govt funds
Source: For Profit Higher Education: The Failure to Safeguard the Federal Investment and Ensure Student Success, US Senate
National Centre for Education Statistic
1
YYY
The average capacity for rural electrification is 20 kw, with micro-
hydro projects achieving a higher capacity range
Distribution of micro-grid capacity
100
90 Comments
80
70 • The capacity of solar micro-grid
projects ranges from 1 – 150 KW, with
Capacity (KW)
60 an average of 19 KW
• The capacity of hydro micro-grid
50
projects ranges from 1 – 400 KW, with
40 an average of 20 KW
• Sumatra and Sulawesi are top
30 adopters of PV and micro-hydro within
Av. 20 KW
20 the region
• Only 26 (5%) have capacity above
10 50kW
0
0 100 200 300 400 500 600
# of microgrids
Notes: A database of the 585 sites was constructed. Of which, 477 were analysed (253 micro-hydro and 224 solar) as the
rest had incomplete capacity data.
Source: XXX Copyright ©2017 ShARE. All Rights Reserved 19
Content
• ID slides
• Matrix slides
• Map slides

In 1974, the first Latin American electric car was produced: the
XX
• It stayed as a prototype named E-150

- In 1975, 20 cars started a demo program
Concept • In 1981 a commercial version was launched
- Instead of a compact car, was a van
- Slight improvement in autonomy and speed
Type • Micro two doors urban car for two people
• 1975 to 1980
Period
- First presented in 1973
Production • Around one hundred units It looks like

Reva-i
Fiscal incentives • None
Batteries • Ten 12 V batteries, with a total weight of 320 kg
Charging time • 10 hours charging time if empty, 2h30 m if 50%
Autonomy • XX
Motor • 3 kW, 4.2 HP Batteries

represented
Max. speed • XX XX%
of the cost
Price • XX
Source: Gurgel Club, Quoatro Roda Magazine – April 2007 Copyright ©2017 ShARE. All Rights Reserved 21
Indian Gov’t has also developed an Automotive Mission Plan
(AMP) to further increase exports of low cost car
Automotive Mission Plan (AMP)
• The XX Plan (2006 – 2016) aims at doubling the contribution of the automobile sector in
Goal GDP by taking the turnover to $XX Billion, with special emphasis on export of small and
low cost cars
• Improving infrastructure to increase export capacity
- Earmark space for parking and vehicle repair at these ports to accommodate at least
20,000 vehicles at a time
- Creation of specialized port infrastructure for handling vehicle exports
- Creation of three automobile export hubs near Mumbai, Chennai and Delhi, each equipped
Key to handle output of 0.5 million vehicles annually by 2015
Objectives • Increasing efficiency of operation of all ports
- Execution of port connectivity with all the automotive hubs in the country
- Addressing automation in procedures and standardization at all ports
- Expedite implementation of container terminals in line with the National Maritime
Development Program
• Car manufacturers are setting up car terminals in line with AMP to start export of cars
Recent - Maruti Suzuki has set up a car terminal at XX and Special Economic Zone Ltd in Gujrat and
this is where the exports of its product A Star commenced
Developments
• Many foreign transport companies are establishing their businesses in India after the
supporting launch of the AMP
the AMP - The Japanese multi-modal transport group, Mitsui OSK Lines (MOL) has formed a new
company in India to transport cars to Ennore port for Nissan and Chennai port for Hyundai.
Source: DHI Copyright ©2017 ShARE. All Rights Reserved 22

Maxwell dominates in super capacitor market worldwide , while
AOWEI is catching up in China
Maxwell Shanghai AOWEI
• XX
Origin • XX
Plant • 2007 - set up an office in Shanghai, • Shanghai Zhangjiang Hi-Tech Park

Location China •
• • China's first "super capacitor research
• Industrial leader in worldwide and development center“
R&D • Formulate “China super-capacitor
technology standards" in 2005
• Cycle life: 10 years in 25℃ • Single capacitor:200F

• Maximum Power：112KW • Total capacitor voltage:600V
Product • Single capacitor rated voltage:48V • Maximum power：80KW
• Single capacitor:165F
• Total capacitor voltage:432V •
• Hunan CSR Times Bus • XX
• XX
Co- • Dan Dong Huang Hai Bus
manufacturers
• Wu Zhou Long Bus
40 vehicles of Super Capacitor Electric Bus running in
Shanghai 2010 Expo are all used “AOWEI”super
• Xia Men King Long Bus capacitor. The total cost of super capacitor bus only
covers ½ of the Li-ion battery bus.
Source: Maxwell Technology；Shanghai Information Office；Shanghai AOWEI Technology；ShARE Team Analysis

The market is segmented into 3 segments : economy, mid-scale,
and high-end
Segmentation of hotels
Segment Brands Room price Stars Characteristics
• Each standard investment cost between 20000~40000 $,

covers an area of 25 ㎡
• Target consumer： small and medium-sized enterprise
Economy • $20-50 • 3 and business people, working class and students
(Low-end) below • Meet the core demands, focus on room service, remove the
entertainment services
• Use standardized replication, rely on guest room revenue
and high occupancy, occupy the tier 2 and 3 cities

covers an area of 36m2
• Remove impractical function including swimming pool,
Mid-scale • $50-120 • 3 and 4 nightclub, bars and large conference hall. Food, cafe,
business center use the five star standard
• Located in municipalities, province capital and developed
cities

covers an area of 47m2
• High-end business people the high-income class and people at
High-end • $120-250 • 4 and 5 public expense
• Provide diverse service including catering, leisure, fitness and
meeting
Source: ShARE analysis

China will experiment XX different business models at the same
time in the XX pilot cities
Short-term Mid-term Long-term
Model 1: PHEV Model 2: BEV Model 3: HFCV

• Plug-in HEV with batteries • BEV with battery switch • Hydrogen fuel cell
Business models recharged at home or and leasing service as vehicles, a long-term
service stations, a major recharging method option that calls for
transition option from HEV decline of cost
to BEV
Electricity • Battery switch and leasing • To build adding hydrogen

distribution system • Battery recharged at home service as major stations and supply HFCV
or service stations recharging methods with hydrogen
Key enabling • Ion battery • Fuel cell technology

• Ion battery • Battery switch technology • Safety & cold weather
technologies
• Charging equipment and and leasing system starting
network load • Production & storage of
H2
• 863 program/BEV
R&D programs • 863 program/HEV • 973 program/BEV • 863 program/FCV
• 973 program/HEV • State Grid program/BEV • 973 program/FCV
• State Grid program/BEV
Industrial players • BYD
• BYD: XX • XX • XX.
• SAIC, XX • Wanxiang
• Fiscal subsidies in XX • Fiscal subsidies in XX
• Fiscal subsidies in 13 20 • Fiscal subsidies in 5 pilot pilot cities: up to 36,700
Fiscal and
pilot cities: up to 7,400 cities : up to 8 862 $.per USD per HFCV car
regulation policies
USD per HEV car BEV
• XX
Note: PHEV- Plug-in hybrid electric vehicle; BEV- battery/pure electric vehicle; HFCV- hydrogen fuel cell vehicle
Source: Ministry of Industry and Information Technology (MIIT); Roland Berger
Tsinghua is the leading university promoting social
entrepreneurship
Top 3 universities in China promoting social entrepreneurship

Basic information Scope Academic study / Events
• Location: Beijing, • Social organization • 1995. 10: established an NGO research center ;
China • Social enterprise the first and now the most matured center in
• Creation: 1911 China
• Rank No.1 • 2009. 5: held the first Social entrepreneurship
Tsinghua University contest in Tsinghua; collaborated with Northern
Light Venture Capital
• Location: • Social organization • 2001: set up an MPA Education Center

Hangzhou, China • Social enterprise • 2006.9: set up an Institute for civil society
• Creation: 1897 development(ICSD) studying social issues
• Rank No.4 • 2007: held an international forum on Social
Zhejiang University enterprise in Hangzhou
• 2008: set up Global Entrepreneurship Research
Center (GERC) with Hangzhou Hi-tech park
• Location: Beijing, • Social organization • 1995.12: set up an NGO legal aid center
China • 2002: introduced MPA course including NGO
• Creation: 1898 management and public welfare
• Rank No.2 • 2005: set up an Institute for civil society
development(ICSD) studying social issues
Peking University
Source: Literature Search; Team analysis

Source: University websites;
Copyright ©2017Keyword
ShARE.website search
All Rights Reserved 26
4 major companies and research institutes involved in
bio-jet fuel
Major bio-jet initiatives
• XXX(CNPC)
‾ One of the top 4 industrial players in the oil market of China
‾ Invested XX Euro in Bio-Diesel program of Hainan Province, aimed to produce 60000 mt/yr bio-
diesel
‾ Signed MOU with XX to produce greed diesel and bio-jet fuel from cellulosic wastes and animal
feedstuffs in Sichuan Province
• XX(CPCC or Sinopec)
‾ One of the top 4 industiral players in the oil market of China
‾ Invested 0.09 billion Euro in Curcas Bio-diesel program or Guizhou province, aimed at
producing 50000 mt/yr bio-diesel
‾ Cooperating with Boeing China Co. in bio-fuel
• Boeing China Co.

‾ Developed cooperation relationship with Sinopec and Qingdao Institute of Bioenergy and
Bioprocess Technology to develop bio-jet fuel recently
‾ Negotiating with the government to plant large area of Jatropha in China as the feedstock of bio-
jet fuel
‾ Visited several institutes in China to find possible partners in bio-jet fuel development
• Chinese Academy of Sciences (CAS)

‾ Signed MOU with XX. to research on bio-jet fuel , advanced materials and wireless technology
‾ XXX, a Subsidiary institute of CAS established a lab to develop bio-jet fuel with XX.
“We are glad to promote the R&D of algae bio-et fuel with Boeing. Given our scientific advantage and Boeing’s influence in
aviation area, we will definitely develop high quality bio-jet fuels and advanced technologies.”
XXX, Vice Director of Qingdao Institute of Bioenergy
Source: XXX
Content
• ID slides and orga slide
• Matrix slides
• Map slides

Southeast University, number 1 college research center for
wireless communications
General information Assessment
Creation • XX • The only state key lab at the field of

mobile communications research
Location • Nanjing • Sufficient Experience in research on
mobile communication technology
• Broadband wireless transmission theory Strength
• Close cooperation with governments
and multiple access technologies and industrial players
• Modern signal processing and application in
• Large number of national research
Research mobile communication projects
Scope • Mobile communication network theory and
application
• Fewer achievements in recent 3
• Short-distance wireless communication and Weakness years than before
information theory and coding
• More than XX researchers, including 21 • The first wireless transmission test

professors, 12 assistant professors, 8 post- system for 4G mobile communication
doctoral fellows, 77 doctoral students and of China (2006)
Capacity 251 master students • XX
• Alliance: XX • XX
Achievements
• XX
• XX(head of National 3G Mobile
Communications General Group, deputy
Head head of Next-generation broadband
wireless mobile communication network
General Research Group)
Source: Southeast University; ShARE Interviews Copyright ©2017 ShARE. All Rights Reserved 29
Case study - Shenzhen – Most promising Economic Zone in
China
General info in 2009
• Area:813.00 km2
• Regionalism: 6 district
• Population: 8.91 million
• GDP per-capita ($): 13 581
Transport in 2009
• Metro:
‾ Operating length (km): 22
‾ Operating routes: 2
‾ Number of Vehicles(vehicle): 132
‾ Passengers (million person-times):
138.23
• Operating Public Buses :

‾ Operating length(km): 12937.7
‾ Operating routes: 578
‾ Operating Public Buses (vehicle):
11928
‾ Passengers (million person-times):
2136.07
Source: Statistics Bureau of Shenzhen 30

In the EV segment, XX is the first Indian manufacturer of Electric
Cars, but it still hasn’t caught on with consumers
General information Assessment
• Established in 1994 as a joint venture

Origin between the Maini Group India and AEV • XX
LLC, California USA • Largest fleet of electric cars in the global market
today, available in 24 countries across Europe,
• Increase vehicle penetration of Reva EV Asia and Central and South America with more
Strength than 3,500 of its vehicles on the road
Vision in India so as to become a mass brand
• XX
Location • Bangalore, India

• XX
• XX • Plans to launch 2 new models
Products ‾ Reva NXR - a four-seat, three-door
• To be launched – Reva NXR and Reva
hatchback family car, scheduled to go into
NXG Opportunity production in 2010
‾ Reva NXG - a sporty two-seater designed
Main • Only small Electric car on Indian roads by Dilip Chhabria of DC Design for 2011.
Competitors • In Small Car Segment: Hyundai, Maruti,
Tata Motors
• XXXX
Other • XX
information • XX Weakness
• Mahindra acquired a 55.2% stake in Reva

Electric Car Company in May 2010, renaming • XXX
Recent the company as Mahindra Reva Electric
Developments Vehicle Company (Mahindra Reva). Threat
Source: ShARE team analysis, Reva Company website, caredekho website

Professional
schools
CASE STUDY: EuroAkademie is a network of professional schools
focusing on economics, pedagogy and healthcare
Request contact and

consulting
Choose a location
out of 36 cities
Choose your course
§ The EuroAkademie offers

around 25 different courses
related to either business,
education or health
§ Courses cost around 5000€ per
year and last 1-2 years
Sources: euroakademie.de
The power sector in XX is state driven. XX is regulated by 3
ministries and controls gen, trans an dist sectors
Power stakeholder map in XXX
DEN – The National • Chaired by the President, sets policies

and prepare national energy plan
Parliament
Energy Council
Central gov.
Ministry of Energy and Ministry of State

Ministry of Finance
Mineral resources Own Enterprises
• Set regulations
• Set regulations • Appoints board of • Provide subsidizes
and plans (YYY) director • Provide guarantees
• Set tariff through a formula
Implementors
PPAs
IPPs XX
Generation Transmission Distribution

• First right of
distributing
Private PPAs electricity
• Micro-grid development
Local gov
and management
Regional authorities (XX)
Source: ShARE analysis, ADB 33

Content
• ID slides
• Matrix slides
• Map slides

Roadmap of the set up
2010 2012 2014 2016 2018 2020
Target
0 $XX $ XX $ 300,000 $ XX $XX
Revenue
Target
0 50 200 XX XX XX
students
Impact China global

Local Local China Asia
scope
Scale up 2nd round
First First
Scale up 1st round
performance in performance
Milestone local province around world
Legal registered
as an First
entertainment performance
company around Asia
First
performance
Finish first batch around China
teacher and
students selection
Source: ShARE Analysis
Social firm was the first model to emerge followed by
foundations, social enterprise at very recent stage
Before 1950 1960 1970 1980 1990 1995 2000 2005 2010
Foundation
XX New non-public foundations
set up focus on social issues
Sustainable NGO
XX Second batch of new model
NGOs appear around 2005,
Social enterprise First batch of traditional XX

SEs appear in early
1990s, e.g. Hetong
Social firms
Appear as early as PRC Grow very quickly in Peak amount in 1995, then
established early 1980s began shrinking
Social responsible firms

Fair trading is popular
Source: ShARE analysis since very recent
XXX is the main technology of transmission in China
Generation Transmission Substation Distribution User end Dispatching
3 technologies for transmission
XX XX XX
Description • XX • UHV (Ultra High Voltage) refers • High-temperature

to AC voltage of1000 kV or superconducting power
more and the DC voltage of transmission
800 kV or more. UHV greatly
enhance China's power grid
transmission capacity.
Demo Plans • XX • XX • Long Island, New York,
• XX USA
Leading 1. Tsinghua university 1. Super conducting

1. Shanghai Electric
industrial company
players 2. China Electric Power 2. ABB
Research Institute 3. Siemens
4. HEAG
5. TBEA
6. TWBB
7. XD Transformers
Source: WEFN
XXX consolidate across the globe through XXX center
mergers, creations, and acquisitions of branches
XXX company development timeline
1930 1990 2000 2010 2020
26’
ºFRANCE
PAR 32 training centres in France
58’
SPAIN
>TEA 5 training centres in Spain
62’
PORTUGAL
UK 14’
97’
CZECH REPUBLIC
GERMANY
>Integrata
97’
CHINA
7 training centres in China 12’
SINGAPORE
15’
CHILE
Legend: º = creation; > = acquisition;

Source: CEGOS; Copyright ©2017 ShARE. All Rights Reserved 38
Content
• ID slides
• Matrix slides
• Map slides

Only x years left of cheap oil available
World oil reserves 2008

Average (xx/global production)
Cost
World TOTAL 42 years
xx
Canada
xx x
xx
xx
x
xx 3
Kazakhstan
1 Iran
Libya x
1
xx xx
Kuwait
UAE
x xx
Legend 3
Country 4
x
x
TOTAL 15 years
Years
Current political instability risk

Source: Reuters, Deutsche Bank, Economist, BP Statistical Review, ShARE Team Analysis
Employees have more a business background with 10+ years
experience
Field of Expertise
before setting up the Profiles of directors of SE/SB
SE
Holds a MBA
9
Finance 10
4
Business (start-up, 8 11
marketing,…) 5
2 1 16
12
Social study / 3
Public sector 7 15
Law
14 13
Engineering/IT 6
Others 10
Working experience
0-2 years 2-5 years 5-10 years 10-30 years Retirement before starting the
SE
Source: Literature Search; Team analysis Copyright ©2017 ShARE. All Rights Reserved 41
8 models of organizations identified which serve a social cause
and are financially self sustainable
Financially sustainable social organization models (FiSSO)
Indirect
Direct
The poor receive social benefits by their role in the
The poor receive a social service or product
exercise of the business
donation NGO
Employees Suppliers or contractors
CSR* Out of scope
are the poor, disabled are the poor, disabled
Source of revenues
4 5
1
Capital Foundation Social firms Social resp. firms
market
2
rich Sust. NGO
3 Shareholder
Social business I Social enterprise are the poor, disabled
poor
Stays in company for expansion Goes to shareholder Social business II

6
Profit distribution Cooperatives
Support
Sustainable organization which provides funds or consulting services to direct or indirect FISSO
7 8
Sells consulting/services
Provides debt/equity to Social funds Social consulting to FiSSO
FiSSO
* If the CSR is not sustainable Copyright ©2017 ShARE. All Rights Reserved 42
Packaging is the most promising entrance for China market
comparing to others
Estimated Go/No
xx market size CAGR Rationales
Go
(‘xx) 2009-2015
xx • xx
• xx
7
• xx
27
• xx
5% • xx
xx3 xx2 xx ? • xx
4
20
138
• xx
70 12% • xx
• xx
• xx
• xx
2009 2015
Source: ShARE analysis, Interviews Copyright ©2017 ShARE. All Rights Reserved 43
Content
• ID slides
• Matrix slides
• Map slides

30% of world’s xx production is from Middle East while OPEC’s
countries accounted for xx of it in 2008
Production of xx in 2008
12%
4% x
7.8% 2.9% x%
3.238
xxx xx 10.846 4.8%
5.3% 3.795
Canada 4.325
Norway
4%
Russia China
xx USA
3.4%
Iran 3.5%
x Saudi
Arabia 2.784
Mexico
Venezuela
Kuwait
Legend 3.6%
2.980
% % of world’
x
Production in UAE
million barrels/day
~65% of xxproduction took place in this
group of countries
Source: BP Statistical Review of World Energy, 2008 45

xx density* is quite low in most areas except several coastal
industrial provinces
Xx distribution in China by 2009
xx (>10)
xx (5-10)
x (1-5)
Very low (<1)
xxx: xx
Source: xxxx
Bihar, Jharkhand and Orissa are the regions with the least xx
Xx in India
Bihar = 52.9%
Jharkhand = 31.1%
Orissa = 55.8%
Legend
>90 %
80-90%
60-80%
30-60%
Source :Ministry Of Power, Government Of India

Tec. centers mainly cluster in Japan and Europe, and Taiwan is
the major producing base in global market
Xx industry structure
Europe
• Major corporation: xx US
• Advantage: xx design • Major corporations: xxx Gree Characteristics:
Lighting
technology, largest producer
in Europe. • Advantage: xx and ss xx a • Globally, the major xx market is in
leading position Taiwan and Japan, while Japan ranks
first with the market share of ~40% in
xxproduction value.
• xx,xx, xx, GelCore, Orsam all

represent the highest LED production
technology. Japan and US are mainly
doing high value-added production,
• China mainland is becoming a major

production base for packaging
Other places in Asia

• xx: rank first of production volume in
epitaxial wafer and chips globally.
Japan
• Korea: major player includes Samsung
• Major corporations: Nichia , Toyoda Gosei
and LG
• Advantage: take a monopoly position in
• xx: Initially completed the LED industry
high-profile blue and green LED market
structure and the related R&D system
Source：xxx
In China trans-city ferry boat is widely used in 3 major rivers and
around xx cities use city ferry
River Boats for city ferry
Trans- City ferry
Boats for trans-city ferry

Major City ferry
About xx cities in ss
provinces have city the Huanghe River
ferry. Till 2008, city
ferry routes has
reached 650,
carrying 0.26 billion Lanzhou Jinan
people per year.
Shanghai
the Yangtze River Zhengzhou
Over xx trans-city
ferry routes
throughout the
Chongqing
country, carrying Wuhan
0.32 billion people
per year
Guangzhou
the Pearl River
Source:2008 china statistical yearbook ,Chinese Shipping net

Content
• ID slides
• Matrix slides
• Map slides

xx companies have been identified as potential targets
Methodology
Prowess Date of
Sector Size Ownership
database Creation
All except:
• Tobacco, Av revenue
• Alcohol, (07-09 / 08-10)
Total no. of > X years xxx
between
companies • Real Estate USDxx mn &
• IT USD 500 mn
• Healthcare
Targets xx 21,495 xx 2,536 xx

xx final targets clubbed into 2 categories
Data availability Profit greater

xx than xxfor at
least one of
last 3 years
1 Listed targets
Av Rev. (last 3 years)

xx
listed > $80 M x
xx $30 M– $80 M x
xx
$10 M– $ 30 M x
2 Non -listed targets

Av Rev. (last 3 years)
> $80 M x
xx Non listed
xx $30 M– $80 M x
$10 M– $ 30 M x

Scoring methodology – 4 parameters to measure the attractiveness
of the listed target
Weight Parameter
For listed companies 1 : highest
0 : lowest
x Normalization 0-1 XX
Av. 07-09
1 : highest
0 : lowest
(P/E) / (P/Eindustry)
Score +
1 : most stable
0 : least stable
Mean / Var 07-09

1 : highest growth
0 : lowest growth
Growth 07-09
Back –up – cost drivers
Cost drivers
2015| 2020
“XX as substrate will low the cost for it is
Technological cheap and could product bigger substrate to
increase utilization of XX equip, at the same
XX% | X% time, Si is softer than SiC and sapphire to
reduce processing costs……It’s estimated
• Rise internal current by that use Si could save 90% of the chip cost”
Increasing chip size XX，Deputy Manager and XX, former XX
• Higher luminous efficiency
• New substrate material
Economic “We estimate the XX supply will grow at a
Cost drop CAGR of more than 15% in the next 10
X% | X% + XX% | X%
years , which is mainly driven by unexpected
high growth of the XX lighting market and the
high large-size LED panels.”
• Production costs drop XX XX
“In the next 10 years，the • Suppliers grow

cost of LED could be only
1/10 of current one 。 ”
XX ， vice president of “Government support (including official ban
SEMI* External of incandescent lamps) is one of the key
reasons behind the earlier-than-expected
X% | X% LED lighting take off.
XXin 2015”
• Raw resource availability
XX
• Government subsidies
XX
Source: XXShARE analysis
There is overall a low outlook for ipp/ppp in XXX
Score (1-5)
Comments
5 is high
1
Government Appetite 6 • Very sensitive and political
X
(XXX) • XXX strongly discourages xxx to consider other foreign
players
2
Track record 3 • One PPP developed, one under construction - Tata does not
(YYY) have enough demand for electricity, it is facing losses due to
low take off
3
Availability of • xxxxx
financing 2 • Financing from XXX may be reduced as focus shifts towards
(IMF outlook, PRG) local project development
av
4
Creditworthiness of 5 • Tariff is ww
off-taker
5
2.5 • Xxxxx xxxxxx
Market
• ddfhfdghfghfghfg
OVERALL 0.6
Source: Minister of Natural resources energy and Mining, IPP framework Copyright ©2017 ShARE. All Rights Reserved 55

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Structure • Often used to structure an insight (e.g.: a policy with 3 components, a

ID • Often used as BACK-UP to have detailed description of a programme,

Copyright ©2017 ShARE. All Rights Reserved 2

• Value chain slides

Copyright ©2017 ShARE. All Rights Reserved 3

XX chain hotels and rooms from 2005-2016

# hotels As a comparison, the

Source: XX hotel association, Hotel News Resources; ShARE analysis

Occurrence of word combination in the archives of the largest Swiss media

Source: swissinfo archive; ShARE analysis 5

1,38 1,55 1,55 Three

Passenger Vehicle : Cars and Utility Vehicles

XX cost drop divers(Predicted by comprehensive data)

2010 XX XX External 2015 XX XX External 2020

Source: interviews; ShARE analysis；Development blueprint for China's semiconductor lighting

Hydrated ethanol monthly sales

Hotel Occupation Rate from 2014 to 2016 by Month

Source: XX hotel association

Source: SIAM Industry Statistics, ShARE interviews

Mobile Switch Capacity1 VS Mobile Subscribers

Major hotel groups in XXX by # hotels and # rooms in China

rooms share as% hotels share as%

4 751 22% 20%

3 269 16% 14%

Aluminum Sheet usage in Car

2 2 1,9 1,9 1,8 1,8 1,8 1,8 1,7 1,7 1,7

Source: ShARE analysis, Interviews

The top 10 local and foreign XXX in 3 segments ranked by rooms

High-end YYY ZZZ

Jin Jiang 33 000 Vienna 72 454 Home Inn

Source:: Hotels, inntie, corporate annual reports, company website

Mobile Subscribers in China by 2009

Source: China Mobile, China Unicom, China Telecom, ShARE interview; 15

Passenger car is the largest and the fastest

Market Share of Key Players in 2008-09

46% 16% 15% 7% 4% 12%

Passenger Utility Mutli Purpose

Source: IBEF, SIAM, Maruti Suzuki Annual Report

Mobile banks have the biggest number

2009 2010 2011 2012 2013 2014 2015

Source: Yiguan International Analysis; ShARE interviews 17

Percentage of total expenses at degree-granting

Board Dormitory Tuition

Distribution of micro-grid capacity

• Value chain slides

Copyright ©2017 ShARE. All Rights Reserved 20

• It stayed as a prototype named E-150

Type • Micro two doors urban car for two people

Production • Around one hundred units It looks like

Batteries • Ten 12 V batteries, with a total weight of 320 kg

Charging time • 10 hours charging time if empty, 2h30 m if 50%

Motor • 3 kW, 4.2 HP Batteries

Automotive Mission Plan (AMP)

Source: DHI Copyright ©2017 ShARE. All Rights Reserved 22

Maxwell Shanghai AOWEI

Plant • 2007 - set up an office in Shanghai, • Shanghai Zhangjiang Hi-Tech Park

• Cycle life: 10 years in 25℃ • Single capacitor:200F

• Hunan CSR Times Bus • XX

Source: Maxwell Technology；Shanghai Information Office；Shanghai AOWEI Technology；ShARE Team Analysis

Segment Brands Room price Stars Characteristics

• Each standard investment cost between 20000~40000 $,