North American Fine Chemicals Market - Investment Analysis

Table of Contents

1. EXECUTIVE SUMMARY

Executive Summary

• Executive Summary

2. INTRODUCTION

Introduction

• Introduction

Methodology

• Methodology

3. INVESTMENT ANALYSIS

Market Fundamentals

• End Market Analysis
• Segment Analysis
• Asian Competition - A Perspective

Investment Framework

• Investment Themes
• Growth Monitor

4. FINANCIAL BENCHMARKING AND VALUATION

Financial Analysis

• Fine Chemicals Companies
• Ratio Analysis
• Fixed Cost and Pension Analysis

Segment Opportunity Scorecard

• Sector Scorecard
• Mergers and Acquisitions
• Asset Management Scorecard
• Private Equity Scorecard
• Venture Capital Scorecard

Final Thoughts

• Conclusions