Johnson Wan

Johnson Wan is a Managing Director at Jefferies leading research for APAC Industrials, Mobility, New Energy and Commodities sectors. He is also the global coordinator for EV and Renewables research. The team’s coverage spans 150 stocks across the region. Johnson has been consistently ranked top 3 in both the Asia Money and Institutional Investor surveys over his career including being ranked No. 2 for both surveys in 2023.

Thematic Research | Hong King Research | Industrials | Autos & Auto Parts | Utilities & Alternative Energy

What I am Known For

• With over 20 years in the industry, Johnson has experience on both sell-side and buy-side—including running a cyclicals book at a HF. In his early years, he covered old-economy sectors like O&G, Property and Materials but has successfully transitioned into emerging new-economy industries such as: EV, Automation and Robotics.
• As a “sell-side vet with a buy-side mindset,” he is capable in delivering his top ideas across his breadth of coverage to investors. More importantly, he has consistently ranked top 3 in II/Extel rankings throughout his career.s

How I am Different

• JEF Industrials team is the only team on the street covering 150 stocks across all the emerging Industrial sectors—Autos, New Energy, Automation, Capital Goods, Robotics, Commodities and Shipping.
• Unlike most teams that focus on a single niche, we connect these interrelated fields. What stands out is Johnson’s acute sensitivity to industry trends and cycles: he excels at calling key inflection points, bringing more insightful, cross-sector perspectives to investors.

Upcoming Corporate & Strategic Access

• Corporate access at JEF Industrials research is highly differentiated, driven by our on the ground research where we hit the tires on a weekly basis: we tailor investor trips to key market turning points, engaging relevant sectors precisely when insights are most critical by organizing more than 30 trips in 2025.
• Our flagship trips in 2025 — Jan U.S. CES (linking tech, semis, auto and robots), Feb JP Industrials, Apr BJ Auto Show, May SNEC Solar Expo, Jul WAIC Robotics, Sep Korea EV and Industrial, Oct U.S. Power Tools and Nov Emerging Tech. These events are not just local but also global connecting investors from around the world to C-level executives.