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Ming Lu
Overseas Chinese Equities
• Aequitas Research

Location: China

Joined: 09 February 2018

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China • Information Technology • Equity Bottom-Up • Thematic (Sector/Industry)

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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 l...

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