Edison Lee

Hong Kong Research, Industrials, Telecommunications, Thematic Research

+852 3743 8009

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Edison Lee has over 25 years of corporate finance, buy side and sell side Investment research experience. He joined Jefferies in 2016, initially focusing on telecoms, and later expanded into tech and software. He is currently Head of China/HK tech, telecom and software.

Thematic | Telecommunications

What I am Known For

  • Not only focus on deep-dive research based on in-depth industry and tech knowledge, but also bottom-up company analysis, detailed models and be able to connect with macro views on gov policies and geopolitical development (US-China tech war).

How I am Different

Combine global sector, top-down and bottom-up views in our company research. Street leader in analyzing and forecasting development of US-China tech war, global smartphone development and Huawei’s localization progress.

Corporate & Strategic Access

  • Pre-JAF China tech tour in Beijing/Shanghai/Shenzhen
  • AI device & equipment tour in Shenzhen/Dongguan
  • Grand China tour in Shenzhen
  • China AI and software tour
  • Multiple 1×1/group NDR for covered/uncovered tech names