Actionable bottom-up long/short Insights on equities

Equity Bottom-Up

Analysis of new equity issuance (IPOs, Placements)

Equity Capital Markets

Analysis of unicorns, and other large, disruptive private companies

Private Capital Markets

Thematic (Sector/Industry)

China

Hong Kong

BYD Electronic (International) Co., Ltd. manufactures and sells handset components and modules, and provides assembly services for mobile phones. The company offers one-stop product solutions leveraging electronic information, AI, 5G, and IoT technologies, with its business spanning smartphones, computers, new energy vehicles, smart home solutions, and communication equipment. It was incorporated in 2007 and is headquartered in Shenzhen, China.

BOC Aviation is a leading global aircraft operating leasing company. It offers direct operating and finance leases, sale and leaseback facilities, engine finance leases, and third-party asset management, along with aircraft remarketing and technical management services. The company is headquartered in Singapore and was founded in 1993.

Bloks Group is a toy manufacturer specializing in the design, development, and sales of brick-based and assembly character toys. The company offers both self-developed intellectual property products and licensed products from popular franchises. Bloks Group is headquartered in Shanghai, China, and was founded in 2014.

Industrials

Consumer Discretionary

Information Technology

Asia-ex Japan PM

John Liu

With 20 years of experience in stock analysis, I have established myself as a seasoned professional in the field. Throughout my career, I have worked in leading investment banks and mutual funds. My extensive background in stock analysis has equipped me with a deep understanding of market dynamics, fundamental analysis, and valuation techniques.

John Liu
Asia-ex Japan PM

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