GCL-Poly Energy Holdings Ltd. (3800) - Financial and Strategic SWOT Analysis Review by GlobalData

VIEWS: 55 PAGES: 39

More Info
									          GCL-Poly Energy Holdings Ltd. (3800) - Financial and Strategic SWOT
                                  Analysis Review
        Reference Code: GDPE29538FSA                                                                                          Publication Date: AUG 2012

          Unit     1703B-1706,    Level              17,
                                                             Phone              +852 2 5268368                  Revenue          25,505.56 (million HKD)
          International Commerce Centre
          Kowloon                                            Fax                +852 2 5267638                  Net Profit       4,274.89 (million HKD)
                                                             Website            www.gcl-poly.com.hk             Employees        17,124
          Hong Kong Special             Administrative                          3800 [Hong Kong Stock
                                                             Exchange                                           Industry         Power Energy
          Region of China                                                       Exchange]

       Company Overview
       GCL-Poly Energy Holdings Limited (GCL-Poly) is a polysilicon and wafer manufacturer. It provides polysilicon and wafers to
       companies operating in the solar industry. The company specializes in developing, investing, managing and operating
       cogeneration plants. GCL-Poly is a solar farm developer and operator, which offers solar farm solutions. The company operates
       coal fired cogeneration plants, gas fired cogeneration plants, resources comprehensive resource utilization cogeneration plants,
       biomass cogeneration plants, municipal solid waste incineration plant and wind power plant.
       Key Executives                                                                SWOT Analysis
                      Name                                 Title                      GCL-Poly Energy Holdings Ltd., SWOT Analysis
         Zhu Gong Shan                       Chairman                                 Strengths                              Weaknesses
         Sha Hong Qiu                        Director
                                                                                      Efficient Generation Portfolio         High Dependency on Limited
         Shu Hua                             Director                                                                        Suppliers and Customers
                                                                                      Vertically Integration of Solar
         Ji Jun                              Director
                                                                                      Business                               Debt Obligations
         Yu Bao Dong                         Director
        Source: Annual Report, Company Website, Primary and Secondary
        Research, GlobalData                                                          Opportunities                          Threats

       Share Data                                                                     Upward Energy Demand in                Dependency on Coal for
         GCL-Poly Energy Holdings Ltd.                                                Asia Pacific Countries                 Electricity Generation
        Share Price (HKD) as on 10-Aug-                                  1.23         Growth Prospects for                   Environmental Regulations
        2012                                                                          Alternative Energy
        EPS (HKD)                                                        0.28
        Market Cap (million HKD)                                      26,768         Source: Annual Report, Company Website, Primary and Secondary Research,
                                                                                     GlobalData
        Enterprise Value (million HKD)                                54,267
        Shares Outstanding (million)                                  15,473
       Source: Annual Report, Company Website, Primary and Secondary
       Research, GlobalData

       Financial Performance                                                         Recent Developments
                                                                                      Aug 02, 2012         GCL-Poly,     CMNE    And   CTDC     Sign
                                                                                                           Cooperative LoI To Develop Solar PV Power
                                                                                                           Projects In China
                                                                                      May 28, 2012         GCL-Poly To Expand Solar Power Business
                                                                                      May 25, 2012         China Everbright Bank Signs Strategic
                                                                                                           Cooperative Agreement With GCL Group
                                                                                      May 21, 2012         GCL-Poly Signs LoI With Winsun New Energy
                                                                                                           And Jiangsu Shunfeng To Co-develop And
                                                                                                           Construct Solar Farms
       Source: Annual Report, Company Website, Primary and Secondary                 Source: Annual Report, Company Website, Primary and Secondary Research,
       Research, GlobalData                                                          GlobalData




GCL-Poly Energy Holdings Ltd. (3800) - Financial and Strategic                                                                 Reference Code: GDPE29538FSA
SWOT Analysis Review
Source : www.globalcompanyintelligence.com                                                                                                                     Page 1
© GlobalData. This report is a licensed product and is not to be copied, reproduced, shared or resold in any form
       Table of Contents
       Table of Contents ............................................................................................................................................................................... 2
          List of Tables .................................................................................................................................................................................. 4
          List of Figures ................................................................................................................................................................................. 4
       Section 1 - About the Company.......................................................................................................................................................... 5
       GCL-Poly Energy Holdings Ltd. - Key Facts....................................................................................................................................... 5
       GCL-Poly Energy Holdings Ltd. - Key Employees.............................................................................................................................. 6
       GCL-Poly Energy Holdings Ltd. - Key Employee Biographies............................................................................................................ 7
       GCL-Poly Energy Holdings Ltd. - Major Products and Services ......................................................................................................... 8
       GCL-Poly Energy Holdings Ltd. - History ........................................................................................................................................... 9
       GCL-Poly Energy Holdings Ltd. - Company Statement .................................................................................................................... 11
       GCL-Poly Energy Holdings Ltd. - Locations And Subsidiaries ......................................................................................................... 14
          Head Office ................................................................................................................................................................................... 14
          Other Locations & Subsidiaries ..................................................................................................................................................... 14
       Section 2 – Company Analysis ......................................................................................................................................................... 16
       GCL-Poly Energy Holdings Ltd. - Business Description ................................................................................................................... 16
       GCL-Poly Energy Holdings Ltd. - Corporate Strategy ...................................................................................................................... 17
       GCL-Poly Energy Holdings Ltd. - SWOT Analysis ........................................................................................................................... 18
          SWOT Analysis - Overview........................................................................................................................................................... 18
          GCL-Poly Energy Holdings Ltd. - Strengths.................................................................................................................................. 18
             Strength - Efficient Generation Portfolio .................................................................................................................................... 18
             Strength - Vertically Integration of Solar Business .................................................................................................................... 18
             Strength - Expanding Profitability Ratios ................................................................................................................................... 18
             Strength - Strong Execution Capabilities ................................................................................................................................... 18
          GCL-Poly Energy Holdings Ltd. - Weaknesses ............................................................................................................................ 19
             Weakness - High Dependency on Limited Suppliers and Customers ....................................................................................... 19
             Weakness - Debt Obligations .................................................................................................................................................... 19
          GCL-Poly Energy Holdings Ltd. - Opportunities............................................................................................................................ 19
             Opportunity - Upward Energy Demand in Asia Pacific Countries .............................................................................................. 19
             Opportunity - Growth Prospects for Alternative Energy ............................................................................................................. 19
             Opportunity - Strategic Acquisitions and Agreements ............................................................................................................... 19
          GCL-Poly Energy Holdings Ltd. - Threats ..................................................................................................................................... 20
             Threat - Dependency on Coal for Electricity Generation ........................................................................................................... 20
             Threat - Environmental Regulations .......................................................................................................................................... 20
             Threat - Commodity Pricing Risk ............................................................................................................................................... 20
       GCL-Poly Energy Holdings Ltd. - Key Competitors .......................................................................................................................... 21
       Section 3 – Company Financial Ratios ............................................................................................................................................. 22
       Financial Ratios - Capital Market Ratios........................................................................................................................................... 22
       Financial Ratios - Annual Ratios ...................................................................................................................................................... 22
       Performance Chart ........................................................................................................................................................................... 24
       Financial Performance...................................................................................................................................................................... 24
       Financial Ratios - Interim Ratios....................................................................................................................................................... 25
       Financial Ratios - Ratio Charts ......................................................................................................................................................... 26
       Section 4 – Company’s Power Financial Deals and Alliances .......................................................................................................... 27
          GCL-Poly Energy Holdings Ltd., Power, Deals By Year, 2006 to YTD 2012 ................................................................................ 27
          GCL-Poly Energy Holdings Ltd., Power, Deals By Type, 2006 to YTD 2012 ................................................................................ 28


GCL-Poly Energy Holdings Ltd. (3800) - Financial and Strategic                                                                                                 Reference Code: GDPE29538FSA
SWOT Analysis Review
Source : www.globalcompanyintelligence.com                                                                                                                                                                Page 2
© GlobalData. This report is a licensed product and is not to be copied, reproduced, shared or resold in any form
       GCL-Poly Energy Holdings Ltd., Recent Deals Summary ................................................................................................................ 29
       Section 5 – Company’s Recent Developments ................................................................................................................................ 30
          GCL-Poly Energy Holdings Ltd., Recent Developments ............................................................................................................... 30
             Aug 02, 2012: GCL-Poly, CMNE And CTDC Sign Cooperative LoI To Develop Solar PV Power Projects In China................. 30
             May 28, 2012: GCL-Poly To Expand Solar Power Business ..................................................................................................... 30
             May 25, 2012: China Everbright Bank Signs Strategic Cooperative Agreement With GCL Group............................................ 30
             May 21, 2012: GCL-Poly Signs LoI With Winsun New Energy And Jiangsu Shunfeng To Co-develop And Construct Solar
             Farms ........................................................................................................................................................................................ 31
             May 18, 2012: GCL-Poly 
								
To top