Jason Tan


Autos & Auto Parts, Hong Kong Research, Industrials, Utilities & Alternative Energy

Jason Tan covers China industrial automation, robots, transportation, AI infra and consumable materials at Jefferies HK, and has 10 years of experience in equity research. He joined Jefferies HK in May 2021. Before that, Jason was an analyst with BOCI Research’s property team. He has an MS in Financial Economics from Boston University.

What I am Known For

  • Strong insights on Long-term trends in the sector, Industry understanding through-the-cycle trading and valuation.
  • Regular channel checks on industrial automation and AIDC to keep abreast with on-ground situation
  • Initiated coverage on HK/China shippings

How I am Different

  • Good picker on alpha opportunities such as Envicool, Megmeet, Skshu and Leaderdrive.
  • Consistency in on ground channel Checks
  • Superior focus on fundamental research, covering a range of structural trends and differentiated primary research.

Corporate & Strategic Access

  • Skshu CEO HK NDR in Sept
  • Manufacturing trip in China in June
  • Envicool and Megmeet NDR in HK
  • China Industrials Day (Inovance, Shuanghuan, Yiheda, Kstar, etc)