Experience

CMB International

• Hong Kong
• Financial Services
• 200 - 300 Employee

• Senior Equity Analyst

  • Sep 2021 - Present

  1. As a banking analyst, work with team members to cover Great China financial sector; 2. Monitor the fundamental change in sectors and covered companies; 3. Build and maintain financial models and valuation models (SOTP Pricing Model and Gordon Growth Model) for covered stocks; 4. Analyze companies business model to find the core competitiveness of different companies; 5. Communicates with managements and professionals in banking and insurance industry to get updated sector information; 6. Host roadshow and recommend stocks to clients; 7. Current coverage: CCB, Postal, CQRCB, SPDB, Changsha Bank, Bank of Shanghai,etc. Show less



UOB Kay Hian

• Singapore
• Financial Services
• 700 & Above Employee

• Lead analyst (Financials/Property)

  • Jan 2019 - Aug 2021

  1. As a lead analyst, work with team members to cover Great China financial and property sector; 2. Monitor the fundamental change in sectors and covered companies; 3. Build and maintain financial models and valuation models (SOTP Pricing Model and Gordon Growth Model) for covered stocks; 4. Analyze companies business model to find the core competitiveness of different companies; 5. Communicates with managements and professionals in banking and insurance industry to get updated sector information; 6. Host roadshow and recommend stocks to clients. Most of clients are QDIIs based in Shanghai, QFIIs based in Hong Kong, New York, Kuala Lumpur and Singapore; 7. Stock coverage: Bank of Ningbo, Ping An Bank, CCB, ICBC, CMB, CQRCB, PICC P&C , CTIH, HKEx, Sunac, Ronshine China, Powerlong, CIFI; 8. Performance: As the end of 17th Jan 2021, our return on recommendation is 15.69%, beats benchmark (peers average is 8.74%) 695bps. Show less



Gesafe Wealth Management

• Shanghai, China

• Equity analyst

  • Mar 2017 - Dec 2018

  1. Build financial models for covered stocks; 2. Communicate with sell-side analysts to get updated information; 3. As a buy side analyst, provide objective investment research, write analysis reports and communicate investment ideas with portfolio managers; 4. Performance: the only one who win "best employee" price in 2017-2018 in the investment team. 1. Build financial models for covered stocks; 2. Communicate with sell-side analysts to get updated information; 3. As a buy side analyst, provide objective investment research, write analysis reports and communicate investment ideas with portfolio managers; 4. Performance: the only one who win "best employee" price in 2017-2018 in the investment team.