Here are some of the key facts, figures and noteworthy results of the 2015 All-China Research Team survey, Institutional Investor’s exclusive annual ranking of the nation’s leading sell-side equity analysts.
Number of analysts on the team: 101
Number of firms they represent: 15
Number of analysts who meet the eligibility criteria: 211*
Number of firms they represent: 22*
(*Information about analysts who meet minimum-vote and other eligibility criteria but do not make the team — which is limited to the top three analysts or squads in each sector, plus runners-up where applicable — is available from the Institutional Investor Research Group. For information please contact Alyssa Walker at 212-224-3677 or awalker@iiresearchgroup.com.)
Number of participating buy-side individuals: Nearly 790
Number of participating buy-side institutions: More than 400
Total Chinese equity assets under management of participating buy-side institutions: $595 billion
Most popular sectors as measured by number of voters**:
- Consumer/Discretionary (winner: Chen Luo, Bank of America Merrill Lynch)
- Autos & Auto Parts (Jack [Yuhin] Yeung, Morgan Stanley)
- Economics (Hong Liang, China International Capital Corp.)
- Internet (Wai [Eddie] Leung, Bank of America Merrill Lynch)
- Real Estate (Kam Keung [Oscar] Choi, Citi)
Most popular sectors as measured by number of votes**:
- Consumer/Discretionary (winner: Chen Luo, Bank of America Merrill Lynch)
- Autos & Auto Parts (Jack [Yuhin] Yeung, Morgan Stanley)
- Internet (Wai [Eddie] Leung, Bank of America Merrill Lynch)
- Real Estate (Kam Keung [Oscar] Choi, Citi)
- Economics (Hong Liang, China International Capital Corp.)
(**Survey participants may name up to four analysts per sector.)
Most popular researchers (as measured by votes cast in each sector):
- Kam Keung (Oscar) Choi of Citi, Real Estate
- Wai (Eddie) Leung of Bank of America Merrill Lynch, Internet
- Pierre Lau of Citi, Public Utilities
- Junhua Mao of China International Capital Corp., Banks
- Jack (Yuhin) Yeung of Morgan Stanley, Autos & Auto Parts
Analysts making their first appearances in first place:
- Qiyong (Jack) Hu of Deutsche Bank, Health Care
- Ching Jen (James) Kan of Deutsche Bank, Metals & Mining
- Xiang Rong (Jacqueline) Li of Bank of America Merrill Lynch, Industrials
- Hong Liang of China International Capital Corp., Economics
- Yuanyuan (Tina) Long of Bank of America Merrill Lynch, Consumer/Nondiscretionary
- Junhua Mao of China International Capital Corp., Insurance
- Yu (Andy) Meng of Morgan Stanley, Energy
- Hanfeng Wang of China International Capital Corp., Portfolio Strategy
- Jack (Yuhin) Yeung of Morgan Stanley, Autos & Auto Parts
Researchers who capture first place in more than one sector:
- Junhua Mao of China International Capital Corp.:
- Banks
- Insurance
Other analysts who appear in multiple sectors:
- Trina Chen of Credit Suisse:
- Basic Materials (No. 1)
- Metals & Mining (No. 3)
- Ching Jen (James) Kan of Deutsche Bank:
- Metals & Mining (No. 1)
- Basic Materials (runner-up)
- Chen Luo of Bank of America Merrill Lynch:
- Consumer/Discretionary (No. 3)
- Consumer/Discretionary (No. 1)
- Consumer/Nondiscretionary (No. 3)
- He (Kevin) Yin of Credit Suisse:
- Consumer/Nondiscretionary (No. 2)
- Consumer/Discretionary (No. 3)
- Rachel Zhang of Morgan Stanley:
- Metals & Mining (No. 2)
- Basic Materials (No. 3)
Number of analysts making their first appearance on the team: 25 (the full list can be found here)
