Tag Archives: consolidation

Shanghai Street View: Vanishing Buses

Long distance buses set for consolidation

New plans to consolidate the dozens of long-distance bus stations throughout Shanghai made me slightly nostalgic, reflecting the diminishing use of buses for inter-city travel over the last 2 decades. Anyone who only reads the news might never be aware of this rapid shift, since the papers are constantly filled with reports on the latest horrific collision or fiery crash involving a long-distance bus that leaves dozens of travelers dead.
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New Private Equity Giant Eyes Solar Buys

Minsheng Investment eyes solar consolidation

Following reports last month of the imminent formation of a major new private equity investor, media are now saying the company, China Minsheng Investment, has formally registered and is gearing up to make its first investments. The new company certainly has the resources and connections to quickly become a major player on both the domestic and global private equity scenes, with an initial 50 billion ($8 billion) in registered capital. Now it appears the company will start by helping to consolidate China’s embattled solar panel-making sector, which will become its first focus area. Read Full Post…

After Years of Waiting, Internet Consolidation Starts

Cash crunch drives China Internet consolidation

After years of inactivity, China’s Internet sector has seen a sudden flurry of M&A deals with potential to consolidate the fragmented space and create some truly world class companies that could one day compete with the likes of Amazon and Google. While commercial factors are mostly behind this sudden M&A spring, Beijing could also play a limited role by encouraging more consolidation, helping to lay the foundation for a vibrant and sustainable Internet sector that could become a global leader. Read Full Post…

Yingli Joins State Bail-Out Queue

Yingli gets state lifeline

Yingli (NYSE: YGE) has become the latest player in China’s struggling solar sector to get a lifeline from Beijing, as an interesting picture starts to emerge of the relative health of the sector’s major players and who is likely to lead a coming consolidation. The list of who gets these lifelines could also reflect the relative importance Beijing places on China’s wide and varied field of solar panel and panel component makers, meaning some of these lifeline recipients could emerge as potential leaders to help consolidate the sector in the months ahead. Read Full Post…