Terry Li, CFA

Project researcher at Tiantu Capital
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Contact Information
us****@****om
(386) 825-5501
Location
Central & Western District, Hong Kong SAR, HK

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Credentials

  • CFA Charter holder
    CFA協會
    May, 2022
    - Nov, 2024

Experience

  • Tiantu Capital
    • Financial Services
    • 1 - 100 Employee
    • Project researcher
      • Jul 2022 - Present

      - Conduct research on the trends and business development of the consumer industry, e.g. Nayuki, China Feihe. - Covered EV sector, e.g. Tesla, BYD, CATL and etc. - Licensed as Type 9 responsible officer. - Conduct research on the trends and business development of the consumer industry, e.g. Nayuki, China Feihe. - Covered EV sector, e.g. Tesla, BYD, CATL and etc. - Licensed as Type 9 responsible officer.

  • iPartners Holding Limited
    • 香港特別行政區
    • Senior buy-side Analyst
      • Sep 2019 - Jul 2022

      - Covered EV, TMT and IPO in Hong Kong. - Completed comprehensive research on IPO and forecast subscription amount, helping portfolio managers making investment decision. - Finished analysis on various industries and companies and provided investment ideas and recommendations. - Built financial models and generated earnings forecasts. - Communicated with Management and IR team of listed companies on a constant basis. - Covered EV, TMT and IPO in Hong Kong. - Completed comprehensive research on IPO and forecast subscription amount, helping portfolio managers making investment decision. - Finished analysis on various industries and companies and provided investment ideas and recommendations. - Built financial models and generated earnings forecasts. - Communicated with Management and IR team of listed companies on a constant basis.

  • Phillip Capital Inc.
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Research Analyst
      • Feb 2018 - Sep 2019

      - Covered TMT and Education. - Published reports weekly, e.g. Kingdee (268.HK); Travelsky (696.HK); Sunevision (1686.HK); Maple Leaf Education (1317.HK); New Higher Education (2001.HK) and etc. - Built financial models and generated earnings forecasts. - Met Management and IR team on a constant basis for research purpose. - Covered TMT and Education. - Published reports weekly, e.g. Kingdee (268.HK); Travelsky (696.HK); Sunevision (1686.HK); Maple Leaf Education (1317.HK); New Higher Education (2001.HK) and etc. - Built financial models and generated earnings forecasts. - Met Management and IR team on a constant basis for research purpose.

  • CITIC CLSA Securities
    • 香港
    • Investment Officer
      • Jul 2017 - Feb 2018

      - Processed various financial product transactions in Calypso system, including bonds, repo, Forex transactions. - Instructed payment instructions through banking systems, such as Mercury (Merrill Lynch) and HSBCnet. - Handled the settlement of structured financial products, including bond interest, interest expense and redemption. - Processed various financial product transactions in Calypso system, including bonds, repo, Forex transactions. - Instructed payment instructions through banking systems, such as Mercury (Merrill Lynch) and HSBCnet. - Handled the settlement of structured financial products, including bond interest, interest expense and redemption.

  • Shanghai Commercial Bank Ltd
    • Banking
    • 400 - 500 Employee
    • Summer Intern
      • Jun 2015 - Jul 2015

      - Analyzed FIH Mobile Limited (2038), a subsidiary of Foxconn Technology Group, for a recommendation of buy, sell and hold to the research team - Performed risk assessment with research team on 3 IPOs, i.e. Tsaker Chemical Group Limited, Harmonicare Medical Holdings Limited and Red Star Macalline Group Corporation Limited to determine Securities Margin Financing - Conducted operational data processing of 46 branches for further analysis to improve performance - Analyzed FIH Mobile Limited (2038), a subsidiary of Foxconn Technology Group, for a recommendation of buy, sell and hold to the research team - Performed risk assessment with research team on 3 IPOs, i.e. Tsaker Chemical Group Limited, Harmonicare Medical Holdings Limited and Red Star Macalline Group Corporation Limited to determine Securities Margin Financing - Conducted operational data processing of 46 branches for further analysis to improve performance

  • Hong Kong Disneyland
    • Hong Kong
    • Entertainment Providers
    • 700 & Above Employee
    • Attraction & Guest Service
      • Jun 2014 - Aug 2014

      - Served 200-300 guests from Hong Kong, China, Japan, America, Europe everyday - Handled 30-40 enquiries from guests in Cantonese, Putonghua and English everyday - Served 200-300 guests from Hong Kong, China, Japan, America, Europe everyday - Handled 30-40 enquiries from guests in Cantonese, Putonghua and English everyday

Education

  • 嶺南大學
    Master of Science in International Banking and Finance, Banking and Finance
    2016 - 2017
  • 嶺南大學
    Bachelor of Business Administration - BBA, Finance
    2012 - 2016

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