TX always adheres to the principle of independence and objectivity, and has already established its research system and research team with “TX” characteristics. TX’s research covers macro economy, strategies, industries, sectors, listed companies, funds and bonds etc.
TX provides institutional investors (fund management companies, insurance companies, investment companies, asset management companies, etc) with the following services:
TX provides series of research and financial information products to the brokerage business of securities companies which include:
For consecutive years, TX is the associate sponsor of China Mutual Fund "Golden Bull Award", and the editorial board member of both "fund Distributionpractitioners qualification examination reference book"(issued by SAC) and "Annual Report of China Securities Investment Fund Industry". TX also has the qualification of conducting fund evaluation business. TX’s primary services are as following:
TX provides institutional investors with diversified investment consulting services, including the process design for the entrusted assets management, performance evaluation and incentive plans, risk control system, business process design, investment benchmark, and the proposal for strategic asset allocation, etc.
TX provides designing services of various financial products for institutional investors, including fund management companies, securities companies, banks, trust companies, etc.
TX provides special topical studies relating to the financial industry and capital market for governmental organizations, industry associations, financial and non-financial institutions, etc.
“TX Indexes” have become important references for investors’ daily researches and transactions. TX also provides customized index services according to the requirements of clients, which include research and consulting services with respect to indexes, index futures, and such related financial products.
TX is committed to create a fund selection, investment and management platform with convenient service and superior customer experience, where investors will receive one-stop investment services and professional financing consulting service (consulting, transaction, tracking, etc.) to choose the suitable fund products.
Based on powerful research and flexible strategy, TX devotes itself to build a high-efficiency service network by breaking space barriers and providing applicable fund financial services for investors.
TX provides combined transaction pattern of “online-internet” and “offline-counter”. Investors can choose, in their discretions, either the quick transaction just by “touch a button” online or the face-to-face professional services at the counters.
Pursuant to the provision of “selling the appropriate fund to the appropriate investor”, together with advantages of the fund research platform, experienced research team and professional analysis system, TX selects and designs several kinds of Investment programs suitable for investors of different characteristics, which facilitate the fund choosing matters. TX’s services include:
TX’s professional financial advisors track the investor’s fund portfolio performance and give adjustment advice timely in accordance with the analysis of securities market and fund products. TX helps investors to realize dynamic management of assets with its professional services. Services include:
TX provides information of funds and securities market via a variety of channels, such as website, e-mail, SMS, fax and direct mail publications. TX also organizes interactive communication activities, such as product introductions, financial management seminars, fund investment strategy conferences, etc.
TX Financial Database covers all of the public information for the listed companies, funds, bonds, warrants, indexes, futures and Hong Kong stocks. It also includes news updates, relevant laws and regulations, macroeconomic data, industrial data, historical performance data and TX Indexes, etc. TX indexes have become important reference to investors’ daily research and transactions, and investment performance benchmark of fund companies and securities companies.
TX investment analysis system is a professional securities investment analysis system, which is built upon TX financial database to provide the services, such as real-time share price tracking, technical analysis, stock analysis, fund analysis, asset management, index analysis, bond analysis, macroeconomic data, industry data, market information, research reports, Excel engineering, etc. This system enables institutional clients to make professional and appropriate investment decisions.
TX financial terminal is a stock analysis system for the individual investors. This system follows the value investment philosophy, and provides expert-level investment support with fast market quotations, timely information, authoritative research and professional tools for individual investors.
TX fund terminal is a distribution-supporting system for fund distribution institutions and financial professionals. This system provides professional sales support for fund distribution personnel with the information and services of fund net value, fund revenue, fund valuation, fund overview, fund rating, fund company analysis, fund manager analysis, portfolio diagnosis, fund selection, fund recommendations, etc.
Based on TX financial database and TX research, the marketing support platform of financial products provides services of customer tracking and EW (early warning), investment risk-tolerance questionnaire, financial planning’s formulation and adjustment, investment portfolio recommendation & diagnosis, financial products comparison & selection, financial products rating, market information and announcements, etc. This platform is to provide comprehensive, professional and risk-controllable marketing support for the securities companies and banks.
Based on TX financial database and TX research, TX provides various specific statistical analysis and services to clients.
TX is a corporate financial consultant institution approved by CSRC for material asset reorganization of listed companies and M&A of listed companies. According to 2004-2009 public statistical data, TX was ranked 1st excluding securities companies, and ranked 13th including securities companies regarding the project quantity of being the financial consultant of M&A and reorganization for the listed companies.
TX provides the following services: developing strategies for M&A, selecting target firms, due diligence and target firm appraisal, designing practical and operable M&A programs (according to the firms’ actual conditions, laws & regulations, accounting, taxes), negotiation assistance in order to facilitate deals, designing strategies to prevent hostile takeover, financial consulting of listed companies’ material asset reorganization and M&A.
TX provides services of planning feasible financing and reorganization strategy and scheme based on survey and analysis on clients’ industries and competitors, introducing strategic investors, assisting the negotiation, helping to choose the right intermediary agencies, which substantially improve the efficiency and quality of the financing and transaction.
The services are as follows: making or improving development strategy, suggestions on financing strategy and capital market strategy, selecting target market, designing equity offering plan, consulting service in the process of restructuring and reorganization, searching strategic investors and financial investors for private financing, choosing the suitable time of listing with effective recommendations, maximizing client’s value and interest by coordinating all the works of necessary parties.
Basic services: IR website construction and maintenance, daily public media monitoring, weekly industry analysis, online and offline company performance meetings, joint investigations, etc.
Special services: comments on periodical reports & significant events, media communication, analysis report on industry , competitors and shareholdings.
Value-added services: surveys on corporate image, research reports on fund style, opportunities to participate TX strategy conference, introducing institutional investors, arrangement of investor-presentation according to clients’ needs.
TX offers other financial advisory services including regular financial consulting, equity incentive plan consulting, management advisory service, project feasibility research, enterprise restructuring consulting, etc.