Here are some of the facts, figures and highlights of the 2016 All-Asia Research Team, Institutional Investor’s 23rd annual ranking of the nation’s leading sell-side equity analysts.
Most popular crews (as measured by number of votes cast):
Kam Keung [Oscar] Choi & team, Citi, Property
Kevin Luo, Huaxiang [Edward] Xu & team, Morgan Stanley, Industrials
Jack [Yuhin] Yeung & team, Morgan Stanley, Autos & Auto Parts
Sanjay Jain & team, Credit Suisse, Banks
Hanzhi Ding, Kyung [Sonia] Song & team, Bank of America Merrill Lynch, Oil & Gas
Most popular sectors (as measured by number of voters*):
• Banks (winner: Sanjay Jain & team, Credit Suisse)
• China (Huaxiang [Edward] Xu, Ran (Richard) Xu & team, Morgan Stanley)
• Consumer/Discretionary (Young-Ah Han, Chen Luo & team, Bank of America Merrill Lynch)
• Autos & Auto Parts (Jack [Yuhin] Yeung & team, Morgan Stanley)
• Economics (Chetan Ahya & team, Morgan Stanley)
Most popular sectors (as measured by number of votes*):
• Banks (winner: Sanjay Jain & team, Credit Suisse)
• Consumer/Discretionary (Young-Ah Han, Chen Luo & team, Bank of America Merrill Lynch)
• China (Huaxiang [Edward] Xu, Ran [Richard] Xu & team, Morgan Stanley)
• Autos & Auto Parts (Jack [Yuhin] Yeung & team, Morgan Stanley)
• Consumer/Staples (Young-Ah Han, Yuanyuan [Tina] Long & team, Bank of America Merrill Lynch)
(*Survey participants may name up to four analysts per sector.)
Four analysts lead or co-lead more than one top-ranked team:
• Sean Gardiner of Morgan Stanley
— Indonesia (with Mulya Chandra)
— Singapore (with Nicholas Lord)
— Also directs the No. 3 team in Malaysia (with Navin Killa) and a runner-up squad in Thailand (with Mayank Maheshwari)
• Young-Ah Han of Bank of America Merrill Lynch
— Consumer/Discretionary (with Chen Luo)
— Consumer/Staples (with Yuanyuan [Tina] Long)
— South Korea (with Bryan Song)
• Jasmine Lu of Morgan Stanley
— Taiwan
— Technology/Hardware
• Huaxiang (Edward) Xu of Morgan Stanley
— China (with Ran [Richard] Xu)
— Industrials (with Kevin Luo)
— Transportation
Eight more oversee teams that top one sector and rank in at least one other:
• Randy Abrams of Credit Suisse
— Taiwan, runner-up
— Technology/Semiconductors (with Manish Nigam), first place
• Kam Keung (Oscar) Choi of Citi
— China, runner-up
— Property, first place
• Praveen Choudhary of Morgan Stanley
— Gaming & Lodging, runner-up
— Hong Kong (with Simon Lee), first place
— Property (with Chun Hung [John] Lam), runner-up
• Navin Killa of Morgan Stanley
— Malaysia (with Sean Gardiner), third place
— Telecommunications, first place
• Tak Hung (Eric) Lau of Citi
— Industrials, runner-up
— Small- & Midcapitalization Stocks, first place
• Simon Lee of Morgan Stanley
— Hong Kong (with Praveen Choudhary), first place
— Power, second place
• Manish Nigam of Credit Suisse
— Technology/Hardware, second place
— Technology/IT Services & Software (with Anantha Narayan), third place
— Technology/Semiconductors (with Randy Abrams), first place
• Bryan Song of Bank of America Merrill Lynch
— Banks (with Yi [Winnie] Wu), third place
— South Korea (with Young-Ah Han), first place
A total of 16 team leaders celebrate their first appearance in first place:
• Randy Abrams of Credit Suisse, Technology/Semiconductors (with Manish Nigam)
• Mulya Chandra of Morgan Stanley, Indonesia (with Sean Gardiner)
• Kam Chung (Kenneth) Fong of Credit Suisse, Gaming & Lodging
• Sean Gardiner of Morgan Stanley, Indonesia (with Mulya Chandra) and Singapore (with Nicholas Lord)
• Parag Gupta of Morgan Stanley, Technology/IT Services & Software
• Young-Ah Han of Bank of America Merrill Lynch, South Korea (with Bryan Song)
• Sanjay Jain of Credit Suisse, Banks
• Yuanyuan (Tina) Long of Bank of America Merrill Lynch, Consumer/Staples (with Young-Ah Han)
• Nicholas Lord of Morgan Stanley, Singapore (with Sean Gardiner)
• Manish Nigam of Credit Suisse, Technology/Semiconductors (with Randy Abrams)
• Guo Xiang (Kelvin) Pang of Morgan Stanley, Credit Strategy
• Shengji (Sean) Wu of Morgan Stanley, Health Care & Pharmaceuticals
• Huaxiang (Edward) Xu of Morgan Stanley, China (with Ran [Richard] Xu)
• Ran (Richard) Xu of Morgan Stanley, China (with Huaxiang [Edward] Xu)
• Cheng (Charles) Zhou of Credit Suisse, Insurance
• Zhiran (Evan) Zhou of Credit Suisse, Internet (with Di [Dick] Wei)
Number of team leaders who appear on the roster: 218
Number of firms they represent: 12
Number of analysts making their first appearances on the team: 30 (the full list can be found here)
Number of analysts who meet the survey’s eligibility criteria: 2,347*
Number of firms they represent: 60*
*Data regarding analysts and firms not appearing here are available from the Institutional Investor Research Group; for information please contact Esther Weisz at 212-224-3307 or eweisz@iiresearchgroup.com.
Number of participating buy-side individuals: 3,760
Number of participating buy-side institutions: 1,100
Total Asia (ex-Japan) equity assets managed by participating buy-side institutions: $1.68 trillion
