Patrick Yu Email & Phone Number

Taiwan

Taipei City, Taiwan

Corporate Governance Department*Stewardship Code*CSR Report*Socially Responsible Investment

Taipei City, Taiwan

*Investment Consulting*Global Portfolio Strategy*Macroeconomics*Mutual Funds/ETF

Kaohsiung City, Taiwan

Equity research, Capital market review, IR relevant strategy management. Data collecting by using Bloomberg, TEJ, Capital IQ. Made market intelligence and shareholders monthly report. Revise their presentation ppt for investor conference. o Lead the research and consulting project  Recruit and lead the Markis Research team to complete the research project.  Investigate worldwide shipping companies’ depreciation policy and financial report. Do the scenario… Show more Equity research, Capital market review, IR relevant strategy management. Data collecting by using Bloomberg, TEJ, Capital IQ. Made market intelligence and shareholders monthly report. Revise their presentation ppt for investor conference. o Lead the research and consulting project  Recruit and lead the Markis Research team to complete the research project.  Investigate worldwide shipping companies’ depreciation policy and financial report. Do the scenario analysis about shipping industry and crude oil price to help client decide not to change their accounting policy.o Private equity investment project: Absolute Lifestyle Corporation Write the investment project for funding activities Do the Taiwan’s fitness industry research and Kaohsiung city demographic analysis Show less

Taipei

Listed Companies’ news sorting and reviewing and respond to director.Administrative work such as forwarding E-mail and report printing.Prepare Investment Conference for HTC, ASUS, Catcher, Fubon FinancialBanks, trust IFRS data sorting.Translate TSE regulations from Chinese to English.