The APAC Industrials Sector Outlook 2022
We will cover the following key topics:
- Market strategy: North Asia equity markets outlook, earnings trends, China sector scorecard, and key investment themes for 2022
- Energy: China and Southeast Asia thermal coal and power industry outlook
- Japan autos: Recovery of production and sales with fading impact of the pandemic and parts shortages
- Industrials/machinery: Steady recovery in factory automation and in non-China construction equipment.
Speakers
Marvin Chen
APAC Equity Strategist
Bloomberg Intelligence
Marvin is a BI Equity Strategist covering China and North Asian equities. Marvin has over 10 years of research experience covering Greater China. Prior to joining Bloomberg, he spent over 8 years at J.P. Morgan, beginning with the economics team, covering Asia regional and Greater China, and later expanded coverage to include China equity strategy, bringing a macro top-down approach. Marvin also has sector research experience covering China financials at various sell-side brokerages. Marvin holds a master's degree in finance from the University of Hong Kong and received his bachelor's degree in economics from the University of California, Berkeley.
Michelle Leung
APAC ESG Research
Bloomberg
Michelle Leung joins the Asia ESG research Team at Bloomberg specializing in climate related ESG strategies, data solutions and analysis for clients worldwide. Before that, she had over 15 years equity, industry and IPO research experience with Bloomberg and few other international and Chinese investment banks, covering various sectors including coal, materials and utilities in Asia. She has been an active speaker at global-scale coal and energy conferences. She was also the ranked analyst for institutional investor and Asiamoney, as well as one of the top three earnings estimators for Starmine. She is also a WiFA ESG committee member. She graduated from the University of Michigan's Ross School of Business.
Tatsuo Yoshida
Japan Autos Senior Analyst
Bloomberg L.P.
Tatsuo Yoshida is a senior auto analyst at Bloomberg Intelligence covering Japanese automotive sector. Tatsuo began his career in Nissan Motor, where he was responsible for product market strategies, sales and marketing, and alliance strategies for 16 years, including four years at the product market strategy office at Nissan North America. He has an in-depth knowledge of autos and related products, both from Japan and abroad. Prior to joining Bloomberg Intelligence in 2019, Tatsuo spent more than 20 years as a both sell- and buy- side research analyst covering automotive sector with ABN Amro, Deutsche Bank, Merrill Lynch, UBS, Mitsubishi UFJ Morgan Stanley, Barclays and Sawakami AM. He was ranked number one for his coverage of the auto industry several times in the Institutional Investor analyst ranking and Nikkei Veritas analyst ranking. Tatsuo received his BA in Economics from the University of Tokyo, and received his MBA from University of California, Los Angeles. He is a member of the Society of Automotive Engineers of Japan.
Takeshi Kitaura
APAC Industrials & Machinery Senior Analyst
Bloomberg
Takeshi Kitaura is a senior analyst at Bloomberg Intelligence covering the Asia Pacific Industrials Sector. He has over 15 years of experience in the Industrials sector having worked at Nissan Motors as a materials engineer with focus on light metal application development for the auto body as well as 11 years working at Deutsche Bank as an equity analyst mainly covering the Machinery/Truck sector. Takeshi holds a Bachelor’s degree in engineering from Tokyo Institute of Technology and a Master’s degree in engineering from Tokyo University, both with focus on metallurgy.