Limin He Email & Phone Number

Hong Kong Sar

Consumer Sector

Shenzhen, Guangdong, China

Guoyuan International Holdings Ltd.Consumer Discretionary Sector; Identified and kept continuously strong recommendation on MINISO very early; Research Reports: (1) MINISO (MNSO.N) Initiating Coverage Report: A globally expanding new retail leader & An excellent investment choice in post-pandemic era-20211229; (2) Sportswear Industry Report: Will the trend of national pride continue? A perspective of international and product power comparison-20220228; (3) E-cigarette Industry Report: Global regulatory framework & Overseas expansion chance for China brand-20230206Conducted equity research on China consumer discretionary sector (sportswear, retail, e-cigarette, education services) with 18 listed companies under watching list (core cover 10+), including Miniso, Lining, Anta, Xtep, bosideng, China Education Group, CTGDF, Man Wah etc.Produced equity research reports including initiating coverage reports, sector reports, update reports & flash reports, delivered rating updates and proposed investment recommendations for institutional clients. Built financial models & industry monthly database, and performed fundamental analysis, valuation methodologies as well as financial forecast.Organized conference calls, NDRs & company visits and established a good relationship with company managements and buy-side clients.Good at identifying investment opportunities and industry trends from multiple dimensions including brand, product, channel and supply chain, having a good comprehension of retailing research methodology.

Shenzhen, Guangdong, China

Summer internship, received return offer;Conducted user growth strategy research and behavior analysis of WeBank’s SME loan product (such as vintage analysis and slice analysis by taxpayer type, channel, line of credit, rate, credit utilization ratio).

Shenzhen, Guangdong, China

Consumer Sector

Guangzhou, Guangdong, China

Master Of Applied Economics, Major In Finance

Bachelor Of Economics; Bachelor Of Arts, Major In Finance (Investment And Financial Management); Double Major In English

Rank 1st in major; GPA (3.83/ 4.0) National Scholarship (Top 0.2%), First-Class Scholarship (Top 2%)