John Chou

John Chou has 10 years of experience in equity research, focusing on greater China consumer discretionary (sporting goods and home appliances). In his previous role at Deutsche Bank he contributed to the team’s performance in StarMine and the Institutional Investor polls. John holds a bachelor degree from National Taiwan University.

What I am Known For

• A focus on growth drivers, earnings quality, FCF and ROIC.
• Long-term industry knowledge and historical modeling, informing views on stocks ‘weather-the-cycle’ trading and valuation.
• Update investors with latest industry/market trends and key fundamental implications via channel checks.

How I am Different

• Ahead of market consensus in calls on Midea vs. Gree, Shenzhou, and WLY, showcasing differentiated sector views and strong conviction.
• Consistent and timely on-the-ground channel checks, with proprietary insights into pricing, inventory, and digital transformation trends.
• Deep strategic focus on China consumer sectors, with clear frameworks across appliances, sportswear, OEMs, and baijiu.

Corporate & Strategic Access

• Conferences: YUMC, Prada, CTF, Budweiser, Miniso, Galaxy, MGM China, Wynn Macau, SJM at Jefferies Asia Forum (Mar 2025)
• NDRs with CTF, Laopu, Miniso, Pop Mart, Budweiser, CRB, Galaxy, and Guoquan . Multiple trips to various cities in China.
• Expert events: Regular channel checks on luxury shopping malls, QSRs, gold and jewelry and pop toys, post holiday expert call series