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
- Target Company Snapshot
