Summary
A veteran with 19-year experience in equity research.
Geographical coverage:
* Companies operating in China, but listed in Hong Kong and the U.S.
* Previously China A-share (listed in mainland China).
Equity sector coverage:
* Chinese App / Internet-based consumption in China, e.g., Alibaba, Tencent, etc.
* Previously covered education, transportation, telecom, power, bank, advertisement, hotel, etc.
Research methods:
* Generally bottom-up.
* Talk to related people on the ground. Talk to readers and independent writers for analyzing a news portal. Talk to parents and teachers for analyzing a tutoring school.
* Visit stores and show photos as evidence in notes.
* Do technical analysis when finding a short-seller attacking an equity.
Languages:
* English
* Mandarin Chinese (Official language of China)
* Shanghainese (Language of Shanghai, the most developed city in China)
* Cantonese (Language of Hong Kong and Canton Province, one of the most developed provinces in China)
Areas of Expertise
Primary Asset Class:
Equities
Geography:
Asia Pacific
Countries:
China
Sectors:
Information Technology
Content Verticals:
Equity Bottom-Up, Thematic (Sector/Industry)
Work Experience:
- Head of China, Riedel Research 2006-2017
- Senior Analyst, President Securities 2002-2006