Jacky He

Jacky He joined Jefferies in August of 2021, following one year as an equity research analyst at China Renaissance covering China technology hardware. Prior to this, he worked as an investment banking analyst at China Securities International. Jacky currently focuses on China technology hardware, and closely follows China semiconductor industry

What I am Known For

• In-depth understanding of technology hardware industry for both China/oversea markets especially on Apple supply chain
• Wide range of resources closely monitoring the supply chain dynamics to generate new ideas constantly
• Detailed modelling and databases to provide comprehensive analysis on industry and company
• Strong connection to a plenty of companies’ management to help arrange bespoke meetings

How I am Different

• Sensitive on industry dynamics and generate up-to-date ideas in a timely manner: We have been +ve on selected Apple supply chain names since early this year (e.g. Cowell, Luxshare, LY iTECH), and related names’ stock price performances has well played out our thesis
• Provide long-term high-conviction investment ideas to value investors

Upcoming Corporate & Strategic Access

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