Boya Zhen

Boya Zhen joined Jefferies’ China/HK Consumer Team in September 2019. Prior to this, Boya had nearly two years’ equity research experience, primarily focused on the China Consumer discretionary and HK Retail sectors. Boya graduated from USC with a MSc in Financial Engineering. She passed all three levels of the CFA Program and is a FRM charterholder.

What I am Known For

• A focus on growth catalysts, earnings quality, FCF and ROIC.
• Leverage deep and extensive industry knowledge and historical modeling to shape perspectives on stock performances.
• Deliver timely, data-driven insights on market and sector trends through rigorous fundamental analysis and on-the-ground channel checks.

How I am Different

• Ahead of market consensus in calls on Giant Biogene and Mao Geping as one of the early coverage analysts, reflecting strong sector expertise and timely execution.
• Maintain a consistent and proactive approach to China Beauty sector with insightful aesthetics as well as enabling differentiated and high-quality insights across small home appliances and dairy.

Upcoming Corporate & Strategic Access

• Conferences: Jefferies Asia Forum (Mar 2025)
• NDRs with Roborock, Mao Geping, Giant Biogene and Miniso.
• Multiple (bespoke) trips to across China.
• Expert events: Regular channel checks on China Beauty, RVC and dairy post holiday expert call series.