Hong Kong SAR
- Fifteen years of sell-side experience at international investment banking institutions. - Highly analytical and self-motivated, with a strong combination of academic and work experience that has sharpened research, presentation and time management skills. - Well-organized and diligent team player able to work independently or cooperatively to accomplish goals within tight deadlines. - Excellent communicator fluent in Cantonese and English, proficient Mandarin with conversational knowledge of French; possess strong cross-cultural skills developed through residence in Hong Kong, US, UK and France.
- Lead coverage on China/Hong Kong discretionary retail, staples, personal care, OEM manufacturer, restaurant and instant noodles companies. - Lead analyst of IPO projects spanning across Hong Kong, China and Indonesia-based companies. - Bi-annual global analyst marketing in Europe, the U.S, Singapore, Malaysia, Japan, South Korea, Beijing, Shanghai and Hong Kong. - Host regular expert calls, consumer corporate days and non-deal roadshows. - Strong relationship with clients and corporate through proactive regular communication.
- Initiated coverage on HK/China retail stocks (Chow Tai Fook, Luk Fook, Sa Sa and I.T), China Education (China Maple Leaf, New Oriental and Tarena), OEM manufacturer (Shenzhou) and China Media (Wanda Cinemas and SMI). - Lead analyst of the IPO for China Maple Leaf in December 2014. - Host non-deal roadshow in Europe, the U.S, Singapore and Hong Kong. - Analyst marketing in Hong Kong, London, France, Beijing, Shanghai and Singapore. - Arranged a three-day corporate conference in Hong Kong. - Maintain strong relationship with clients through active phone calls and marketing.
Initiated coverage on Belle, Daphne, Stella, Luk Fook, Chow Sang Sang, Chow Tai Fook, Bonjour, Esprit, Ports Design, I.T, L’Occitane, Natural Beauty, Emperor Watch & Jewellery, Hengdeli and Sa Sa. Major coverage focus on Hong Kong and China discretionary retail. Host non-deal roadshow in Europe, the U.S, Singapore and Hong Kong, analyst marketing in Hong Kong and Singapore and arranged three four-day corporate week in Hong Kong and Singapore. Maintain strong relationship with clients through active phone calls and marketing. Received votes from Aviva Investors, Nezu Asia Capital, FIL, BNP, RCM, T.Rowe Price, Wellington, MFS, Och Ziff, UBS and Mirae Asset Investment Management since joining.
Assume coverage of the retail/consumers sector, build valuation models and publish reports on companies including Esprit, Daphne, Hengdeli, NWDS, Vinda, Anta, BaWang, Xtep I.T., Giordano, Luk Fook, Chow Sang Sang, Sa Sa, and Texwinca. Interview company management actively to get business updates and collect data and information extensively from industry publication web resources. Take corporate to do non-deal roadshow. Do marketing overseas and present to clients. Build long-term relationship with clients and companies’ management. Work closely with regional analysts in China to develop industry views and forecasts. Communicate ideas to clients and fulfill any specific requests regarding macro, sectoral and company-specific data and analysis. Comment on news flow in the morning meeting and communicate investment ideas to sales. Allocate time effectively between personal industry coverage and team supporting responsibilities.