Shanghai, China
- Cover Chinese equities listed in US and Hong Kong. - Mainly cover sectors including e-commerce, online entertainment, and electric vehicle. Also education, transportation, power, manufacturing, etc. previously. - Provide regular and customized equity research reports with observation on the ground and facts that investment banks do not know or would not like to tell. - Quoted by Wall Street Journal, Financial Times , Nikkei Asian Review, Deal Street Asia, etc. - A top 10% contributor among independent research firms and freelancers on Smartkarma.
- Cover Chinese equities listed in Hong Kong and U.S. - Mainly cover online consumption, including e-commerce, online entertainment, new energy vehicle. - Meet customers, employees, and experts on the ground. - Publish research reports on Smartkarma. * Quoted in financial media such as Financial Times, Nikkei Asian Review, Reuters, S&P Global, Wall Street Journal, etc. * Delivered speech on overseas Chinese equities at Societe Generale's Greater China Seminar. Coverage: E-commerce: Alibaba (BABA, 9988 HK), Pinduoduo (PDD), Meituan (3690 HK), Trip.com (TCOM, 9961), KE (BEKE). Online Entertainment: Tencent (700 HK), Tencent Music (TME), Kuaishou (1024 HK). New Energy Vehicle: BYD (1211 HK), Geely (175 HK), Li Auto (LI, 2015 HK) Other Consumption: Xiaomi (1810 HK), Nongfu (9633 HK), Anta (2020 HK).
- Mainly cover Chinese Internet equities listed in US and Hong Kong. - Provide consultation to portfolio managers by meeting, phone call, and mail. * A top 10% contributor on Smartkarma. * Quoted in financial media such as Wall Street Journal (US), Financial Times (UK), Nikkei Asian Review (Japan), Deal Street Asia (Singapore), The Africa Report (France), etc. * Gained 500+ buy-side followers on Smartkarma, including BlackRock, Canada Pension Plan, Credit Suisse, D. E. Shaw, Fidelity, Franklin Templeton, Invesco, Janus Henderson, etc. Coverage: E-ccommerce/Retailing: Alibaba (BABA), Meituan(3690.HK), JD.com (JD), Ctrip (CTRP), Autohome (ATHM), 58.com (WUBA). Online Entertainment: Tencent (700.HK), Netease (NTES), Weibo (WB), Momo (MOMO), Tencent Music (TME). Education: TAL (TAL), New Oriental (EDU).
- Covered Chinese equities listed on NASDAQ, NYSE and HKSE. - Mainly cover TMT sector. - Visited listed companies in China on behalf of hedge funds in US. - Provide telephone consultations to portfolio managers. Coverage: * Consumer: Alibaba (BABA), Goodbaby (1086.HK), Biostime (1112.HK). * Internet: Tencent (700.HK), Weibo (WB), Sina (SINA), Baidu (BIDU), YY (YY), Sohu (SOHU). * Rental: China Lodging (HTHT), CAR (699.HK), Clear Media (100.HK). * Education: New Oriental (EDU), TAL Education (TAL). * Telecom: China Mobile (CHL, 941.HK), China Telecom (CHA, 728.HK).
- Covered China-listed (A-share) companies in telecom, transportation, and power sectors. - Covered Chinese telecom companies listed in Hong Kong and US. - Maintained financial models for valuation. Coverage: * Transportation: Shanghai Airport (600009.SS), Shanghai Port (600018.SS), Shanghai Metro (600834.SS), Chiwan Wharf (000022.SZ), Railway Container (600125.SS), Zhongyuan Expressway (600020.SS), Anhui Expressway (600012.SS), Fujian Expressway (600033.SS). * Power: Huaneng Power (HNP, 902.HK, 600011.SS), Top Energy (600780.SS). * Telecom: China Mobile (CHL, 941.HK), China Telecom (CHA, 728.HK), China Unicom (CHU, 762.HK), China Netcom (CN, 906.HK).