Chen Sun Email & Phone Number

Beijing, China

Shenzhen, Guangdong, China

Responsible for vivo supply chain strategy planning and managment, including component delivery, cost, innovation, quality and supply chain ecosystem health

Beijing City, China

Beijing City, China

1. Shengying Capital is a a professionally staffed investment hedge fund with approximately $5 billion of assets under management.2. Head of Shengying Capital TMT research team(7 person team).3. Covered Greater China hardware technology, software, telecommunications and China Internet; Coverage included: Alibaba, Tencent, Huawei, Hikvision, Luxshare, Foxconn, TSMC, Ufida, etc. Having deep understanding of Semiconductor, Consumer Electronics, Cloud Computing, 5G, Internet of Things, etc. 4. Analyzed Greater China electronic industry trend (including upstream and downstream) , tracking global TMT development tendency and evaluating various business models in the sector. Evaluated companies across the consumer electronics value chain to come up with investment ratings. Sectors covered included: semiconductor, display panel, PCB and passive element etc.5. Established close relationship with Chinese institutional investors and industry funds; Built and maintained deep and extensive relationship with company management and industry experts in Technology.6. Preferred a bias towards understanding business models and competitive advantage/moat during the investment process; Identifed long-term investment opportunities and sought potential industry leaders.7. Constructed and updated several financial forecasting models and market multiple valuation(DCF, P/E, P/B, P/S, EV/EBITDA, SOTP etc.).8. Finished a series of deep-dive equity research reports involving in companies in TMT industry.9. Made recommendations long and short, macro and stock specific, value andgrowth - key interest is generating alpha. Recommended A-share and H-share stocks successfully including: Hikvision, Luxshare, Shennan Circuits, Kingdee, China Tower, etc.

中国 北京市区

1. Shennong Capital is a boutique fund with $500 million asset under management. 2. Equity research covering manufacturing industry sector, mainly focusing on China A & H-share machinery, electronic and telecommunications.3. Analyzed and closely followed global smartphone OEMs and hardware component companies to evaluate market demand and new technology penetration.4. Built fundamental models for multiple industries including display panel, LED, construction machinery, laser machinery and industrial robot.5. Performed due diligence including communicating regularly with China's listed company management on business updates and financial standings. As well as daily news tracking and discussion.6. Based on deep fundamental bottoms-up research, wrote and drafted company reports, industey reports of coverage on China A Share Technology companies to identify potential investment oppotunities.7. Buy recommendation on SANY/BOE generated 150%/60% return, respectively.

London, Greater London, United Kingdom

London, Greater London, United Kingdom

Beijing

Master Of Science (Msc), Financial Computing, Merit

Activities and Societies: Table Tennis Club Membership 2014/15 Hiking and Walking Club Membership 2014/15 UCL investment society Chinese.

Bachelor'S Degree, Electronic Engineering, 3.8/4.0

Activities and Societies: Chairman, Financial Investment Association of SYSU Monitor, 2009 Communication Engineering Class of SYSU.