Thematic (Sector/Industry)

Actionable bottom-up long/short Insights on equities

Equity Bottom-Up

Analysis of unicorns, and other large, disruptive private companies

Private Capital Markets

China

Hong Kong

United States

Taiwan

Vietnam

Russia

France

Germany

United Kingdom

Egypt

Saudi Arabia

Turkey

Belgium

Netherlands

South Africa

Switzerland

Finland

Italy

Spain

Norway

Denmark

Iran

Austria

Cameroon

Gabon

Greece

Iceland

Ireland

Israel

Luxembourg

Monaco

Portugal

Sweden

United Arab Emirates

Zambia

Qatar

Poland

Oman

Nigeria

Ghana

Estonia

Romania

Czech Republic

Kenya

Morocco

Tunisia

Iraq

Bahrain

Jordan

Zimbabwe

Kuwait

Palestine

Croatia

Lithuania

Serbia

Slovenia

Mauritius

Benin

Burkina Faso

Ivory Coast

Mali

Niger

Senegal

Togo

Botswana

Lebanon

Hungary

Malta

Ukraine

Liechtenstein

Bulgaria

Cyprus

Japan

Malaysia

Alibaba Group Holding Limited provides online sales services. The Company provides internet infrastructure, electronic commerce, online financial, and internet content services through its subsidiaries. Alibaba Group Holding offers its products and services worldwide.

Baidu, Inc. operates an Internet search engine. The Company offers algorithmic search, enterprise search, news, MP3, and image searches, voice assistance, online storage, and navigation services. Baidu serves clients globally.

New Oriental Education & Technology Group, Inc. offers educational services. The Company offers foreign language training, test preparation courses for admissions and assessment tests in the United States, the PRC and Commonwealth countries, primary and secondary school education, and other services. New Oriental Education & Technology Group also operates software development.

Tencent Holdings Limited operates as an investment holding company. The Company, through its subsidiaries, provides Internet and mobile value-added services (VAS), online advertising, and e-commerce transactions. Tencent Holdings offers services to users worldwide.

NetEase, Inc. is an Internet technology company that develops applications, services and other Internet technologies in China. The Company's core businesses consist of email service, web portal and online entertainment, including online gaming services. NetEase also offers online advertising, search, mobile applications and e-commerce.

NetEase, Inc. operates as an leading internet technology company providing online services including content, community, communication, and commerce. The Company develops and operates online games, electronic commerce, internet media, innovative business, and other businesses. NetEase expands its businesses to Japan, North American, and other other international markets.

Tesla Inc. operates as a multinational automotive and clean energy company. The Company designs and manufactures electric vehicles, battery energy storage from home to grid-scale, solar panels and solar roof tiles, and related products and services. Tesla owns its sales and service network and sells electric power train components to other automobile manufacturers.

Consumer Discretionary

Information Technology

Industrials

Research on Tech Companies

Evelyn Zhang

Over decade experiences in  Morgan Stanley, Bank of America Merrill Lynch, Agricultural Bank of China, Lenovo. 
Expertise include research and investment into tech companies of all stages. 
Asset management, private equity, strategic investment, investment banking,  equity research, corporate finance; particular focus on emerging technology.

Evelyn Zhang
Research on Tech Companies

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