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. researches, develops, manufactures handset components such as handset casings and handset keypads and modules for handset manufacturers.  The Company also provides assembly services comprising assembly service and PCB assembly service to global handset manufacturers.

BOC Aviation provides direct operating leasing of aircrafts to airlines. The Company offers a range services including structured finance, aircraft remarketing, direct operating leases, and technical services.

Bloks Group Limited designs toys. The Company develops and manufactures characters toys, assembly toys, and other products. Bloks Group markets its products throughout China.

Consumer Discretionary

Information Technology

Industrials

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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