Xinhua Far East Announces Industry Report on China's Petrochemical Sector
15 Setembro 2004 - 11:01AM
PR Newswire (US)
Xinhua Far East Announces Industry Report on China's Petrochemical
Sector HONG KONG, Sept. 15 /Xinhua-PRNewswire-FirstCall/ -- Xinhua
Far East China Ratings (Xinhua Far East), the pioneering venture
ranking credit risk among Chinese corporations using international
standards, today published an industry research report on China's
petrochemical sector, entitled "Big is beautiful -- to succeed is
to be a big boy of a big parent on big turf," incorporating its
annual review of issuer credit ratings of China's key petrochemical
companies, all of which are subsidiaries or associated companies of
China Petroleum and Chemical Corporations ("Sinopec," Xinhua Far
East issuer credit rating AA+ (pi), NYSE: SNP, HKEx: 0386, SH A:
600028). In addition to assigning issuer credit ratings on more
than 100 of China's corporations based on international standards,
Xinhua Far East engages in investment and industrial research that
provides an unparalleled insight and outlook into key industries in
China, assisting investors to unravel China's evolving dynamics and
uncover investment opportunities in its various sectors. In the
coming months, Xinhua Far East will publish a sector review on the
oil & gas, utilities, telecoms and steel sectors, as well as
investment commentaries on China. In Xinhua Far East's opinion,
domestic petrochemical makers are in a blessed position to mitigate
against the overcapacity and price volatilities affecting global
markets because of the tremendous growth potential offered by the
sheer magnitude of China's domestic market and the prevailing low
per capital usage of petrochemical products. The vibrant outlook
for the industry is a key factor supporting the upgrade of some
rated companies in the latest annual sector review by Xinhua Far
East. Moreover, Xinhua Far East believes the uptrend in China's
petrochemical sector profitability will continue, although
competition among petrochemical producers would intensify following
execution of China's WTO commitments. However, despite favourable
operating conditions at home and a turnaround in global market
prices since 2003, the profitability of domestic players still lags
behind their international rivals. The legacy of China's planned
economy era has resulted in a fragmented industry, hindering
domestic companies from achieving economies of scale. Consequently,
the relatively small operating scales and lagging technology have
caused lower gross margins compared to international peers.
Nevertheless, the support from Sinopec provides solid credit
enhancement to the issuer ratings of individual petrochemical
companies, most of which are not very strong on a stand-alone
basis. Sinopec is the largest vertically integrated oil company in
China and all its petrochemical subsidiaries are effectively
various layers in a multi-layer production chain, converting crude
oil into refined petroleum products (e.g. gasoline and naphtha),
then into intermediate petrochemical products, and then into
synthetic petrochemical products (e.g. resins). Being part of
Sinopec's vertically integrated production chain family offers the
individual petrochemical subsidiaries a steady flow of feedstock
and demand for finished products. It also gives certain insulation
against price and market volatilities inherent in various
petrochemical product segments. Moreover, these petrochemical
companies can benefit from additional financial support from their
parent to fund their substantial capital expenditure used for
upgrading and expanding production. Going forward, Xinhua Far East
expects the rating variations among each petrochemical company to
increase, with their outlook dependent on how successfully they can
leverage their support from Sinopec to build up to their optimal
operating scales, enhance their competitiveness and grasp hold of
the growth opportunities offered within China. In particular,
Xinhua Far East notes that various Sinopec subsidiaries have formed
joint ventures with global giants, such as BP, BASF, and Exxon
Mobil to build new production facilities. These begin to offer more
direct competition between Sinopec's various family members. A
summary of the annual review on Xinhua Far East-rated petrochemical
companies is shown in the following table: Companies Rating Action
Initial Rating Assignment Sinopec Confirmed AA+ AA+(pi) (NYSE SNP;
HKEx 0386; (pi) rating since June SH A 600028) 2003 Shanghai
Petrochemical First rating September (NYSE SHI; HKEx 0338;
assignment 2004 SH A 600688) BBB+ (pi) Sinopec Yangzi Rating is
BBB- (pi) (SZ A 000866) upgraded to since April BBB(pi) 2003
Sinopec Qilu Rating is BB (pi) since (SH A 600002) upgraded to
January 2003 BBB(pi) Sinopec Yizheng Confirmed BBB- BBB- (pi) (HKEx
1033; SH A 600871) (pi) rating since April 2003 Sinopec Beijing
Yanhua Rating is BB (pi) since (NYSE BYH; HKEx 0325) upgraded to
January 2003 BB+(pi) For a copy of summary of review report and
ratings, please visit our
http://website:www.xinhuafinance.com/creditrating . Note to
Editors: About Xinhua Far East China Ratings Xinhua Far East China
Ratings (Xinhua Far East) is a pioneering venture in China that
aims to rank credit risks among corporations in China. It is
engineered by the strategic alliance between Xinhua Financial
Network and Shanghai Far East Credit Rating Co., Ltd. Shanghai Far
East became a Xinhua Finance company in 2003 and the first China
member of The Association of Credit Rating Agencies in Asia in
December 2003. Capitalizing on the synergy between Xinhua Financial
Network and Shanghai Far East, Xinhua Far East's rating methodology
and process blend unique local market knowledge with international
rating standards. Xinhua Far East is committed to provide investors
with independent, objective, timely and forward looking credit
opinions on Chinese companies. It aims at helping investors
differentiate the credit risks among the corporations in China,
thereby, cultivating their awareness and promoting information
disclosures and transparency in China market. For more information,
see http://www.xinhuafinance.com/creditrating . About Xinhua
Finance Limited Xinhua Finance is an independent financial
information and services company providing financial news and
information, as well as a broad array of financial products and
services unique to the China markets. Xinhua Finance provides real
time coverage of Chinese and Asian equity markets, delivering an
integrated platform of China-specific indices, financial news
feeds, credit ratings, and investor relations services to global
financial institutions and re-distributors via leased line,
internet, and satellite technology. Founded in 1999, Xinhua Finance
is owned by a group of international shareholders and managed by a
team of experienced business professionals recognized for their
industry knowledge and pioneering role in accelerating efficiencies
and transparency within China's rapidly expanding capital markets.
Headquartered in Hong Kong, Xinhua Finance has offices in Beijing,
Shanghai, Shenzhen, Seoul, Taipei, Tokyo, Singapore, and New York.
For more information, see http://www.xinhuafinance.com/ . About
Shanghai Far East Credit Rating Co., Ltd Shanghai Far East Credit
Rating Co., Ltd. is the first and leading professional credit
rating company with comprehensive business coverage in China. It is
an independent agency established by the Shanghai Academy of Social
Sciences with the mission to develop internationally accepted
standards of capital market in China. The company is a pioneer to
conduct bond-rating business in China. For years, it has been
recognized by the Shanghai branch of the PBOC to do loan
certificate credit rating. Since establishment, it had rated over
1,000 corporate long-term bonds and commercial papers, based on the
principles of objectivity, fairness and independence. The company
has also maintained over 50% market share in the loan
certificate-rating sector in Shanghai for three consecutive years.
With its strong local presence and knowledge, it provides investors
the most insightful and unique credit opinion. For more
information, see http://www.fareast-cr.com/ . For more information,
please contact: Ms Joy Tsang of Xinhua Finance Tel: +852-3196-3983
or +852-9486-4364 Email: PR Contacts in the US: Mr. Jason Rando of
The Ruth Group Tel: +1-646-536-7025 Email: Gregory Tiberend of The
Ruth Group Tel: +1-646-536-7005 Email: Websites:
http://www.xinhuafinance.com http://www.fareast-cr.com
http://www.xinhuafinance.com/creditrating http://www.xinhuaftse.com
DATASOURCE: Xinhua Far East China Ratings CONTACT: Joy Tsang of
Xinhua Finance, +852-3196-3983 or +852-9486-4364; Jason Rando,
+1-646-536-7025 or , Gregory Tiberend, +1-646-536-7005 or , both of
the Ruth Group for Xinhua
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