Actionable bottom-up long/short Insights on equities

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Thematic (Sector/Industry)

Analysis of new equity issuance (IPOs, Placements)

Equity Capital Markets

China

Meituan is a Chinese technology company that operates a platform for local services, including on-demand food delivery, in-store services, consumer reviews, hotel and travel bookings, and instant retail. The company also offers bike sharing, e-moped sharing, and grocery delivery services. Meituan is headquartered in Beijing, China, and was founded in 2010.

China Education Group operates private higher and secondary vocational education institutions across Mainland China, Australia, and the UK. The company offers a range of programs including junior college diplomas, bachelor's and master's degrees, continuing education, and vocational training, alongside educational consultancy services. It was founded in 1989 and is headquartered in Central, Hong Kong.

Inner Mongolia Yili Industrial Group Co., Ltd. produces milk, powdered milk, ice cream, and other dairy products.  The Company also produces frozen food and noodles.

Inner Mongolia Yili Industrial Group (A) (600887 CH)

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.

Xtep International Holdings Limited designs, develops, manufactures, markets, and sells sportswear, including footwear, apparel, and accessories for adults and children. The company operates a multi-brand portfolio, featuring its core Xtep brand alongside international brands such as Saucony and Merrell. It was founded in 1987 and is headquartered in Xiamen, Fujian, China.

Hisense Home Appliances Group Co. Ltd. is a global manufacturer of home appliances, specializing in the research, development, manufacturing, marketing, and after-sales service of refrigerators, air conditioners, washing machines, and kitchen appliances. The company also produces molds and commercial cold chain products. It was founded in 1984 and is headquartered in Foshan, China.

SANY Heavy Industry Co., Ltd manufactures and markets construction and engineering machinery and related parts. The Company produces and sells concrete pumps, concrete pump vehicles, road rollers, pavers, and other related products. Sany Heavy Industry markets its products worldwide.

Estun Automation Co., Ltd. develops and manufactures mechanical equipment. The Company focuses on metal forming and electro-hydraulic robotic machines. Estun operates in China.

Country Garden Services Holdings Co. Ltd. provides comprehensive property management services to residential, commercial, and public facilities in Mainland China. Its services encompass security, cleaning, landscaping, maintenance, and various community value-added offerings, alongside city services like sanitation and waste treatment. The company was founded in 1992 and is headquartered in Foshan, People's Republic of China.

Alibaba Group Holding Limited is a Chinese multinational technology company specializing in e-commerce, retail, internet, and technology, offering C2C, B2C, and B2B sales services through various marketplaces. It also provides digital media and entertainment, logistics, and cloud computing services. The company was founded in Hangzhou, China, in 1999.

Consumer Discretionary

Information Technology

Industrials

Consumer Staples

Real Estate

Equity Analyst

Xin Yu, CFA

An equity research analyst with over 5 years of experience in multiple sectors. Previously worked for a global asset manager, covering China equities in multiple markets including A-shares/H-shares/ADRs and multiple sectors including TMT, industrial, consumer, etc. I conduct fundamental research to invest in high quality companies at an attractive valuation.

Xin Yu, CFA
Equity Analyst

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