When Will the Semiconductor Cycle Turn? BI Event with Huatai
Huatai Securities Research is committed to providing valuable research services to domestic and international investors and aims to grow together with outstanding businesses. Our research team, backed by 129 registered analysts, offers macro, fixed-income, strategy, and financial engineering insights, and covers over 900 A-share/H-share targets from 32 sub-sectors and nine broad sectors.
Huatai Securities Research was ranked No.3 in the Chinese mainland in the 2021 Institutional Investor/Caixin Capital Market Awards for Analyst Achievement, with recognition given to 26 sectors.
Speakers
Eva Yi
Chief Economist, S0570520100005｜AMH263
Huatai Financial
Eva Yi joined Huatai Securities as Chief Economist in September 2020. Ms. Yi previously worked at CICC as their Chief China Economic Analyst and Managing Director from March 2015 to September 2020. Prior to joining CICC, Ms. Yi worked on both the buy side and the sell side. From 2004 to 2009, Ms. Yi worked at Goldman Sachs (Asia) in Hong Kong, as an economist covering the greater China and Asia ex-Japan region. From 2009 to 2013, Ms. Yi served as the Chief Economist and Strategist at Keywise Capital Management in Hong Kong. Ms. Yi launched Calabas Capital ltd. in 2013 and served as a portfolio manager in 2013 to 2015. Ms. Yi has been one of the top-ranked China Economists at the Institutional Investor China Poll for the past 5 consecutive years. Ms. Yi graduated from Mount Holyoke College (Massachusetts, USA), and majored in both Economics and Studio Arts.
Leping Huang
Head of TMT research and Chief Technology Analyst, S0570521050001 | AUZ066
Huatai Financial
Dr. Huang joined Huatai as Chief Technology Analyst, head of TMT research in April 2021. Leping and team covers a broad area of A/H/US listed China technology names, including semiconductor, smartphone value chain, telecom and cloud computing. In addition, Leping and team are actively exploring emerging technology trends including AI, blockchain, AutoTech, SpaceTech etc… Prior to his current role, Leping worked as Managing Director, Chief Technology Analyst for CICC between 2017 and 2021, Head of China technology and telecom research for Nomura in Tokyo and Hong Kong between 2008 and 2017, and Telecom Standardization Specialist for Nokia from 2001 to 2007. Leping received his Ph.D. degree in electrical engineering from the University of Tokyo and holds ten wireless communication related patents. Leping was ranked as No.1 China Technology Analyst eight times consecutively since 2013 in Institutional Investor’s All-China Research Team survey. Leping is fluent in Mandarin, English and Japanese.
Masahiro Wakasugi
Senior Industry Analyst, Japan Technology
Bloomberg
Masahiro Wakasugi is a senior analyst for Bloomberg Intelligence, specializing in technology hardware industries, including semiconductors, electronic components and consumer electronics. Prior to joining Bloomberg, he covered Japanese technology companies as a research analyst at BNP Paribas and Jefferies in Japan. Before, he worked for AllianceBernstein as a buy-side analyst in the growth equity department, covering Japanese technology companies. He also co-managed a mutual fund, Asian Technology Fund, which received Lipper Fund Awards in 2009. He holds a bachelor’s degree of engineering and a master’s degree of engineering from Waseda University in Japan. He is a chartered member of the Securities Analysts Association of Japan (CMA).