Unlocking Value: A Case Study on Overcoming Underappreciation in the Post-COVID Industrial Landscape

Our customer, a small-cap industrials firm, faced a significant challenge magnified by the disruptions caused by the COVID-19 pandemic. The resulting constraints on movement and disruptions in the supply chain had a pronounced impact on the company’s short-term business operations and financial performance. Despite boasting extensive industry expertise and maintaining enduring customer relationships, the company currently finds itself trading at a substantial discount compared to its peers.

In the aftermath of the pandemic, the company’s unrecognized valuation became evident, with its P/E ratio notably lower than both its overseas-listed counterparts and A-share-listed companies in the industrial sector. Having recognized the urgent need to illuminate this underappreciation within the investment community, our research team was tasked with meticulously crafting and publishing a comprehensive initiation report for the company. This report aimed to shine a spotlight on the company’s intrinsic value and potential, specifically addressing the prevailing market undervaluation that the company is currently trading at.

Our strategy

  • Conducted an in-depth analysis of the customer’s business operations, strategic objectives, market position, and competitive landscape through extensive research and interviews, including discussions with the company’s CFO.
  • Examined critical aspects of the customer’s company background, including revenue composition, client relationships, and significant milestones achieved.
  • Carefully analyzed the customer’s financial statements, including income, balance sheets, and cash flows, scrutinizing key metrics like revenue growth, profit margin, P/E ratio, and relevant valuation indicators.
  • Carried out thorough research on the customer’s business model, highlighting initiatives to expand product offerings and increase the range of products per SKU across multiple segments.


  • Our research has provided our customer with actionable insights, leading to more informed and strategic decision-making within their organization.
  • Successful implementation of our research-driven report reignited investor interest, elevating our customer’s profile and solidifying its standing as a notable player in the sector.
  • Significantly increased the customer’s visibility on financial terminals through analyst coverage.
  • Analyst coverage efforts led to a notable rise in meeting requests from discerning buy-side investors, showcasing the growing appeal and perceived value of the customer.

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