1. 2012
FINANCIAL
VALUE OF TOP 50 MARKET SECTORS ONLINE & COMMS
INDUSTRY
FMCG
VALUE
45%
18%
NO OF
20%
34%
BRANDS
42%
20%
UP 16% COMPARED TO 2010 12%
TO A TOTAL OF US $325 BILLION 9%
NEWCOMERS, TOP RISERS, TOP BRAND CONTRIBUTION
NEWCOMERS TOP RISERS TOP BRAND CONTRIBUTION
FINANCIAL 0 0 0
ONLINE & COMMS 3 2 2
FMCG 1 7 8
INDUSTRY 2 1 0
TOP 10 BRANDS 12,624 13,791*
3% 2 N/A N/A
15,253 17,329 SINOPEC
TENCENT 21,981 5% 1
-17% 2
1% 1
BANK OF CHINA
CHINA CONSTRUCTION
LIFE BANK OF CHINA
AGRICULTRAL 18,643
BANK OF -17% 1
PETROCHINA
CHINA
BAIDU
ICBC 13,755
16,256 CHINA -3% 2
67% 3
1
43,910 MOBILE
15%
BRAND VALUE US $
% CHANGE
FROM 2010
-4% 2 RANK CHANGE
53,607
-4%
*Value not comparable
TOP NEWCOMERS TOP 10 RISERS
MO
U
SIN
1,9 W TAI
A
05 UL 9,12
/2 IA 9
44% 1,8 ME NGY / 58%
CHINA
FU 97 E
LIN / 4 NGN 4,03
ME 9% IU 7
N 3,4 / 65%
Y 46
EASTERN
380 ZH
/1 AN UNN / 66
38% GYU AN %
BRAND VALUE 2,245 CTRIP.COM 3,2 BAIY
23
/ 7 AO
7%
BRAND VALUE 804 TO
NG
RE
NT
HAINAN AN
G
AIRLINES GR 1,026
BRAND VALUE 427 E /
BA E 1, 89%
IDU 632
US 16, / 58%
BRAND VALUE $ 256
/% /6
7%
SEPTWOLVES % CHANGE
FROM 2010
BRAND VALUE 453
CHINESE BRANDS
RENREN ARE CONNECTING MORE
BRAND VALUE 1,090
2011 2010
SOHU.COM
BRAND VALUE 326 7 1
8 9
19 20
13 15
3 5
REPRESENTS BRAND CONTRIBUTION
STRONG CHINESE BRANDS OUT-PERFORM
THEIR STOCK MARKET PEERS
BRANDZ™ PORTFOLIO VS. MSCI CHINA (JUL 2010 - SEP 2011)
45 %
BRANDZ ™ STRONG CHINESE BRANDS PORTFOLIO +20.2%
40 %
35 %
30 %
25 %
20 %
MSCI CHINA INDEX -6.0%
15 %
10 %
5 %
0 %
AUG 10 SEP 10 OCT 10 NOV 10 DEC 10 JAN 10 FEB 11 MAR 11 APR 11 MAY 11 JUN 11 JUL 11 AUG 11 SEP 11
-5 %
SOURCE: BLOOMBERG; MB OPTIMOR LONDON ANALYSIS BRANDZ™ CHINA PORFOLIO MSCI CHINA
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