Joanna Cheah

Equity Strategy

+65 6551 3963

Joanna Cheah joined Jefferies in Jan-2024 as an ASEAN analyst. She currently covers Vietnam Banks and Consumer in addition to ASEAN thematics. She has 14 years of experience in Equities out of which 12 years was within Equity Research. Joanna holds the Chartered Financial Analyst designation and received a BCom in Economics and Finance from the University of Melbourne.

What I am Known For

  • Thematic research that are timely and differentiated across ASEAN
  • Sector knowledge and understanding structural shifts as well as identifying each companies’ competitive advantage and where there is room to surprise the market

How I am Different

  • ASEAN Themes and Tactics: Is your power grid at risk? – looking at beneficiaries of burgeoning data centres from a bolts and nuts angle
  • ASEAN Themes and Tactics: Riding the comeback – exploring angles that ASEAN could benefit from China stimulus measures

Key Research Highlights