Johnson Wan
Autos & Auto Parts, Hong Kong, Industrials, Thematic, Utilities & Alternative Energy
Thematic Research
What I am Known For
- Long-term sector knowledge, informed views on companies fundamentals
- Timely updates on industry news, catalysts and changes in industry
- Regular update of database
- User-friendly and detailed models”
- Monthly leading data tracking on power tools demand in US
- Focus on value-added channel checks on autos, factory automations and robots
How I am Different
- Cross-sector and Asian region research of beneficiary stocks from China and global electrification and intelligentization trend
Key Research Highlights
- Data Centers & AI: Powering the Future 18 June 2024 18 June 2024
- 2024 CES Takeaways: Leveraging AI for the EV Race 17 Jan 2024 17 Jan 2024
Upcoming Corporate & Strategic Access
- 4 Nov 2024 – Shenzhen Jefferies Industrial Corporate Day
- 13-15 Nov 2024 – Jefferies Guangzhou Auto Show Trip
- 11-13 Nov – Jefferies AI Infra and Automation Virtual ConferenceJan 18-20 Nov – Jefferies Industrial Sector Virtual Conference
Industrials
What I am Known For
- Long-term sector knowledge, informed views on companies fundamentals
- Timely updates on industry news, catalysts and changes in industry
- Regular update of database
- User-friendly and detailed models”
- Monthly leading data tracking on power tools demand in US
- Focus on value-added channel checks on autos, factory automations and robots
How I am Different
- Alpha idea searching for defensive plays in China’s industrial sector from import-substitution and going overseas angles incl Shenzhen Inovance, TTI, etc
Key Research Highlights
- IA Monthly (Oct 2024) – Market Stays Soft 11 Oct 2024 11 oct 2024
- Power Tools Monthly (Sep 2024) — OPE Recoverd, But Tools Softened 24 Sep 2024 24 Sept 2024
- Industrial Automation cycle turnaround in 2H24 10 Jan 2024 10 Jan 2024
Upcoming Corporate & Strategic Access
- 4 Nov 2024 – Shenzhen Jefferies Industrial Corporate Day
- 13-15 Nov 2024 – Jefferies Guangzhou Auto Show Trip
- 11-13 Nov – Jefferies AI Infra and Automation Virtual ConferenceJan 18-20 Nov – Jefferies Industrial Sector Virtual Conference
Autos & Auto Parts
What I am Known For
- Long-term sector knowledge, informed views on companies fundamentals
- Timely updates on industry news, catalysts and changes in industry
- Regular update of database
- User-friendly and detailed models”
- Monthly leading data tracking on power tools demand in US
- Focus on value-added channel checks on autos, factory automations and robots
How I am Different
- Alpha idea searching along China’s domestic EV supply chains for import-substitution plans and overseas expansion incl OEMs like BYD, Weichai Power, auto parts suppliers like Fuyao Glass, CATL, Desay, etc
Key Research Highlights
- 2024 Autos Outlook – Embarking On The New Chapter 10 Jan 2024 10 Jan 2024
- Regional EV trip takeaways – The HEV and US pivot 15 Sep 2024 15 Sept 2025
- 2024 CES Takeaways: Leveraging AI for the EV Race 17 Jan 2024 17 Jan 2024
- 2024 Lithium Battery Supply Chain Outlook – Consolidation of Leaders 17 Jan 2024
Upcoming Corporate & Strategic Access
- 4 Nov 2024 – Shenzhen Jefferies Industrial Corporate Day
- 13-15 Nov 2024 – Jefferies Guangzhou Auto Show Trip
- 11-13 Nov – Jefferies AI Infra and Automation Virtual ConferenceJan 18-20 Nov – Jefferies Industrial Sector Virtual Conference
Utilities & Alternative Energy
What I am Known For
- Long-term sector knowledge, informed views on companies fundamentals
- Timely updates on industry news, catalysts and changes in industry
- Regular update of database
- User-friendly and detailed models”
- Monthly leading data tracking on power tools demand in US
- Focus on value-added channel checks on autos, factory automations and robots
How I am Different
- China Power Sector – Safe Haven Amid Darkness in Market; Initiate on Gencos 12 Jan 2024
- Pushing defensive high-yield play during macro downturn and high A/H market volatilities
Key Research Highlights
- SNEC PV Expo: High Foot Traffic but Cash Loss Continues in Game of Chicken 17 June 2024
- Solar: 101 on Middle East – Oasis with policy consistency + growing demand 29 July 2024
Upcoming Corporate & Strategic Access
- 4 Nov 2024 – Shenzhen Jefferies Industrial Corporate Day
- 13-15 Nov 2024 – Jefferies Guangzhou Auto Show Trip
- 11-13 Nov – Jefferies AI Infra and Automation Virtual ConferenceJan 18-20 Nov – Jefferies Industrial Sector Virtual Conference