Kelly Zou

Autos & Auto Parts, Industrials, Utilities & Alternative Energy

What I am Known For

Long-term sector knowledge in capital goods sector, electric two-wheeler and lithium battery sector, informed views on company fundamentals
The fastest updates on industry news, catalysts and changes in industry and companies
Regular updates of database in areas of lithium battery monthly production tracker, China charging ecosystem and mid-stream machinery sector channel checks for manufacturing industry pulse checking
Franchise high-end manufacturing thematic reports in areas of global grid capex supercycle, new type of power system development in China incl AMI and grid digitalizaiton, UHV power transmission, power distribution, charging, ESS/virtual power plant, import-substitution and going overseas strategy of selected capital goods sector companies in China like smart meter, transformer, construction machinery, textile machinery and plastic moulding machinery, etc

How I am Different

The 1st one suggesting mkt trading on railway equipment stocks from 3Q23 as railway capex recovery on high-speed train new-build and advanced refurbishment
•The 1st one suggesting grid equipment sector in China playing UHV power transmission, smart meter and grid digitalzation and overseas expansion of tap changer, transformer, smart meter will remain hot topic and safe strategy for investors in economic downturn
The 1st one suggesting investors look for capital goods companies benefitting from US-China decoupling incl plastic moulding machinery, textile machinery companies in China
The 1st one highlighting to investors about consumer lithium battery sector in China could revisit from 2024 due to the trend of consumer electronics incl smart phones to have more AI features demanding higher battery capacities benefitting Chinese consumer battery companies like Sunwoda, CosMX we cover to achieve faster earnings growth • The 1st one suggesting mkt selling CRRC Times after 1H24 results due to peaking margins into 3Q24 and intensifying m/s in IGBT segment from domestsic peers

Key Research Highlights

Upcoming Corporate & Strategic Access