Looking to do some research on some Chinese companies. Anyone know which reports filed with China government is public info (like those filed with http://www.saic.gov.cn/) and how I can get my hands on these documents if not directly from the government agency?

thanks,

John

I think the information is out there but probably need to have contacts inside the government to get them. Maybe you can try email them.

Looks like will have to try that.

I know it is possible. I know one small company who was contacted by some investors who had their whole dossier ( at least what you could get from tax reports ) at the first meeting. Lawyers the specialize in M&A probably know how to get these.

Chinese companies don't like to let their customers know any key information about their operations. Similarly, they hide as much as possible as they can from the government as well making records that government agencies possess being not so useful.

Here's a piece of insider info that is rarely admitted and almost never reported: Many Chinese companies make the majority of their profit from housing speculation! They mortgage their operations and invest in property. What does this mean other than high housing prices... it means that a massive fall in housing values will sink a lot of Chinese firms who's business is seemingly not tied to real-estate at all.

I think in many ways the China stock market already at least partially (the big investors) have figured that out that's why the stock market has been down last few years while the housing market has kept going up.