Financial Big Four Services Building a Better Life for Clients
Capital investment strategy
•Introduction of capital: 1. We will introduce Middle Eastern capital through the strategic cooperation of the affiliated enterprise (to be established) Rongtai Fund, and conduct in-depth cooperation with the capital of China's local financial and banking institutions;
•Investment areas : 1. The international bulk material trading business with a simple and fast profit model, such as crude oil, natural gas, refined oil, coal, agriculture and other bulk material trade, can be quickly profitable and low-risk business; 2. Through related technology companies, semiconductor equipment, new energy power generation and energy storage , new material magnesium aluminum alloy and graphene super rhenium alloy projects, satellite remote viewing big data exploration technology projects, etc. to invest;
•Project industry chain strategy: 1. The project develops the downstream trade business of the industry through capital cooperation, forming abundant cash flow for the project company; 2. The project acquires upstream mining assets and exploration and development of the industry through capital cooperation to form better fixed assets; 3. The project acquires new energy through capital cooperation With investment in the technology industry, we will improve the layout of the industrial chain and achieve sustainable profitable development. Projects with high price-to-earning ratios will increase the valuation of the company, and capital shareholders will receive high returns after exiting from the listing.
•Project valuation and fund holdings 1. Rongtai Fund holds about 30% of the shares based on different investment scales and valuations of single products; 2. Rongtai Fund invests in projects in PerA, B, and C rounds; 3. Rongtai Financial Consulting provides bank financing for enterprises , Stabilize cash flow for enterprise development;
•Fund holding income: 1. In our single product trade purchase and sales project, we conservatively estimate that the annual income can bring 150% to 300%. The fund’s shareholding ratio is 30% based on the project company’s valuation, and the fund’s estimated annualized income performance dividend ratio is 45%. ~90%.
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Capital management
Private Equity Wealth Management Financial Planning Fixed Assets |
Private Equity Investment
Business introduction:Private equity investment funds invest in different industries at different stages of development through strategic layout and strategic investment. The types of equity investment will include venture capital, equity investment, pre-IPO investment, private placement securities investment, etc. For the target project enterprises at different stages of development from angel round, ABC round, IPO, secondary market, strategic investment will be carried out jointly with the enterprises to achieve common growth, and through industrial mergers and acquisitions funds to carry out merger and acquisition strategic investment for the upstream and downstream industries of the project industry, seeking better investment opportunities. The investment of private equity fund assets includes buying and selling stocks, equity, bonds, futures, and options.
Advantages of international capital:The fund will cooperate with foreign capital to link international capital with local investment bank capital to create scientific and reasonable investment management solutions for the development of enterprise projects in the Taiwan market.
Investment philosophy:Rongtai's investment strategy is to provide long-term capital support to high-growth leading companies with good past performance and reputation, proven business models, and attractive capital market investment values. The investment method is mainly equity investment, and the main exit path is the secondary market sales after the company's listing. Rongtai Fund's investment can provide comprehensive value-added services for enterprises to enhance their capital market value by using resources such as Rongtai Securities' brand and market influence on the basis of sustainable competitive advantages already formed by enterprises, achieving the business development goals at multiple stages and financing needs at different stages.
Wealth Management
Business introduction: ◎Individuals: transaction execution and services, investment portfolio consulting and management, asset allocation plans, financing plans, etc. ◎Corporate financial consulting: M&A consulting and execution, stock and debt capital market financing, liquidation and other comprehensive financial services. ◎Family office services: wealth inheritance planning, investment allocation and other services.
Business Scope: ◎Brokerage business: stocks, stock options, bonds, funds, and Hong Kong Stock Connect. ◎Investment consultant: information service, investment consulting contract. ◎Product sales: public offerings, private placements, fixed income, income certificates, equity funds, asset management. ◎Wealth allocation: wealth management, family trust, overseas allocation, entrepreneur wealth office. ◎Comprehensive business of the company: asset securitization and other project promotion, pledge financing, bulk commodities and other businesses.
Financial Advisory Services
Introduction to Investment Bank Financial Advisor Business:
Rongtai Fund, based on the individual needs of corporate clients and from the perspective of clients, utilizes Rongtai Fund's products and services, as well as other social resources, to carry out overall financial planning and investment plan design for the daily business management, financial management, and external capital operation of corporate clients. Based on the scope and service methods of financial advisory services, Serve as a financial advisor for enterprises and provide daily consulting services and specialized financial services directly. Specific tasks include investment banking consulting, financial advisory financing consulting, and financial advisory listing consulting: investment banking consulting.
Investment banking consulting services:
Investment banking consulting business is a general term for the planning and consulting services undertaken by investment banks for a series of securities market businesses of enterprises, especially listed companies. It mainly provides professional financial advice and investment services for enterprises in major trading activities such as shareholding reform, listing, secondary market refinancing, mergers and acquisitions, and asset sales. Investment banks connect enterprises with the primary and secondary securities markets, communicate with investors and operators, It is the link and bridge for corporate securities issuers in the securities market. Provide investment advice, investment consulting services, and management services to investors participating in the secondary market.
Fixed assets
Fixed asset categories:
(1) Gold;
(2) Natural resource minerals;
(3) Real estate;
(4) Construction land use rights;
(5) Production equipment, raw materials, semi-finished products, and products;
(6) Buildings, ships, and aircraft under construction; Listing of
transportation vehicles and other businesses:
Process:
(1) Asset evaluation or appraisal;
(2) Third party issuance of evaluation or appraisal reports;
(3) Apply for bank loans;
(4) Sign a breakeven agreement before distributing dividends;
(5) Assets are transferred to the fund fund fund pool;
(6) Enter the process of equity investment, management, and exit of the project.
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