Guangchen Li Email & Phone Number

US tech equity research

Hong Kong Sar

• Take responsibility for the analysis of global economy and TMT sector• Publish thematic reports such as BIS semiconductors restriction, and ChatGPT related AI opportunities • Identify secular trends with market implications, organise internal events and share views

Hong Kong Sar

Proprietary trading Investment (Equity)• Responsible for covering HK and US listed companies in TMT sectors.• Covering sub-sectors such as Internet (eg. Tencent, Meituan, Facebook), Semiconductor (eg. TSMC, NVIDIA), and Consumer electronic (eg. Apple, Sunny Optical).• Maintain high-frequency database with web crawling programs and third-party alternative data to monitor the stocks under watch lists, and cross validation with quarterly updated financial models

Hong Kong

• Evaluate investment opportunities in HK and U.S market, focusing on high-quality companies in Internet and Technology sectors, such as Tencent, Futu, Xiaomi and TSMC• Propose more than 15 successful investment ideas every year, contribute about 20% of the NAV growth

Shenzhen City, Guangdong, China

• Self-drafted and published an entire in-depth company report on an A-share listed company, revised reports under analyst’s instructions• Researched construction/construction material industry and listed companies and drafted in-depth reports.• Assisted on-site due diligence investigation and documented discussion points• Supported analysts to collect data, organize material and performed preliminary analysis

Shenzhen, Guangdong, China

Pingan Bright Fortune Investment Management Co., Ltd （Direct Investment Subsidiary of Ping An Insurance，2017 Forbes Best PE Institution）Participated in a successful $5million investment project-conducted due diligent investigation by visiting, calling and emailing the target firm; translated and summarized 300 pages financial & legal due diligent reports and contractsEvaluated 2 business plans every day and provided preliminary suggestions based on industry prospect, financial data, and competitor comparison; drafted DD questionnaires for 7 companies and documented meeting points when conducting DD investigationDrafted reports for 5 projects by analyzing policy tendency, industrial characteristics and corporate finance; utilized Wind and Bloomberg database to collect information from public source such as prospectus and research reports Received investment training from Goldman Sachs and studied primary market investment cases

British Columbia, Canada

Daily developed and sold 2-3 new account activations; built my own client base by cold calling, prospecting and visiting 20-40 clients per day from given territoryProvided potential consumers with product recommendations based on their demandsFollowed up all customer requests and inquiries to well manage customer relationships

Msc, Investment Management

MScIM

Bachelor Of Economics, Economics

Bachelor Of Commerce (B.Com.), International Business

Activities and Societies: Dual-degree Program