Max W.
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Equity Research Analyst /Good at Financial Modeling&Foundamental, Quantitative Analysis
Location: New Territories, Hong Kong Sar, Hong Kong 4 work roles 2 schools
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Role
Equity Research Analyst /Good at Financial Modeling&Foundamental, Quantitative Analysis
Location
New Territories, Hong Kong Sar, Hong Kong

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Max W. is listed as Equity Research Analyst /Good at Financial Modeling&Foundamental, Quantitative Analysis based in New Territories, Hong Kong Sar, Hong Kong. AeroLeads shows a matched LinkedIn profile for Max W..

Max W. previously worked as Equity Analyst at Wealth Oasis China Fund and Chief Equity Analyst at Shanghai Qingding Asset Management Co., Ltd.. Max W. holds Bachelor Of Science - Bs, Biotechnology from 复旦大学.

Profile bio

About Max W.

1. I am very familiar with the speculative style (or capital trick) of the chinese market. 2. I also have very professional investment skills in value-oriented markets like NASDAQ. 3. My ability to control drawdown is also very strong, this is due to my professional analysis of global macro-micro factors. 4. I have built detailed financial models and written related investment reports for a total of nearly 50 companies in China, the United States and Hong Kong. 5. I have done detailed comparisons for companies in certain industry and detailed analysis of intra-industry factors for a total of nearly 10 industries.6. I have used Python, excel and various databases to build a large number of quantitative modeling for data analysis which can be used to track market capital flows, to conduct company fundamental research and global macro-micro logic analysis etc.

4 roles

Max W. work experience

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Equity Analyst

Wealth Oasis China Fund

Shanghai, China

1. Within few months, I helped the company build lots of financial models of large number of (at least 15 companies, for example: BYD Electronic (International) Company Limited, Dongfang Electric Corporation Limited, BOE Varitronix Limited, Sany Heavy Equipment International Holdings Company Limited, Modern Dental Group Limited) Hong Kong stocks from scratch.2. Track the fundamentals of Hong Kong stocks through a large number of conference calls and internal information, including expert conference calls, and Organize all these research contents in an orderly manner.3. The leader is a player who returned from Wealth Oasis Hongkong and has a lot of experience in fundamental analysis.

Dec 2023 - May 2024

Chief Equity Analyst

Shanghai Qingding Asset Management Co., Ltd.

1. Lots of financial modeling for mainland, Hongkong and US stocks. For example: US stocks: TSLA.O, TSM.N, UMC.N etc.; Hongkong stocks: 1091.HK, 3993.HK, 1171.HK etc. In addition to modeling, detailed analysis reports will be completed independently. 2. Conduct comparative modeling for individual stocks in certain industry within the same market or across markets. For example: Coffee industry: THCH.O, LKNCY.O, SBUX.O; Ride-hailing industry: UBER.N, DIDIY.O; Shipping industry: 2343.HK, 0316.HK, ZIM.N, 601919.SH, MAERSKb, 2603.TW; Manganese industry: 1090.HK, 002125.SZ; Internet video industry: IQ.O, 300413.SZ; And many other industries like Semiconductor, Machine tool, Coal, Steel, Energy storage, 4680 battery etc. 3. Through attending online or offline meetings and conducting In-depth research on companies or industries to discover promising targets.4. Use python, excel as well as wind, S&P Capital IQ and other databases to conduct a large number of quantitative modeling and data analysis. Use the above data analysis methods to track market capital flows and discover market investment opportunities.5. The direct leader is the chief securities analyst who returned from UBS in Hong Kong.

Dec 2020 - May 2023

Chief Macro And Equity Analyst

Shanghai Hou Fu Asset Management Co., Ltd.

Shanghai, China

1. Build lots of Macro Strategy Models, focus on overall companies' performance, overall macro valuation system, overall macro volume price system, and off course the comparison of Monetary Policy and Fiscal Policy across markets. 2. Build lots of Fundamental Quantitative Models which focus the research on historical valuation system, based on this system, we score industries and individual stocks. 3. Write annual or quarterly investment summary, attend online or offline meetings.4. The leader was originally the director of Shanghai Pudong Development Finance Company.

Oct 2018 - Nov 2020

Financial Consultant

Shanghai Hand Information Technology Co., Ltd.

Shanghai, China

1. Build a SAP financial system for the enterprise and the connection of various business modules. 2. Customized development of financial statements and platforms for enterprises, covering front-end general ledger, OA platform and cost accounting.

Jul 2014 - Feb 2018
2 education records

Max W. education

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What is Max W.'s role at their current company?

Max W. is listed as Equity Research Analyst /Good at Financial Modeling&Foundamental, Quantitative Analysis.

Where is Max W. based?

Max W. is based in New Territories, Hong Kong Sar, Hong Kong.

What companies has Max W. worked for?

Max W. has worked for Wealth Oasis China Fund, Shanghai Qingding Asset Management Co., Ltd., Shanghai Hou Fu Asset Management Co., Ltd., and Shanghai Hand Information Technology Co., Ltd..

How can I contact Max W.?

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What schools did Max W. attend?

Max W. holds Bachelor Of Science - Bs, Biotechnology from 复旦大学.

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