Matt Ma


Hong Kong Research, Telecommunications

+852 3767 1109

Matt Ma joined Jefferies in May 2022, focusing on the China software sector. Prior to that, Matt spent four years as a writing analyst at China Merchants Securities (HK), where he primarily covered China internet and secondarily the software sector. Earlier in his career, he served for three years as a QFII sales trader at China Merchants Securities.

What I am Known For

  • Strong insights into emerging verticals such as generative AI, cloud computing, and IoT
  • Led comprehensive initiation reports on China’s cybersecurity and financial IT sectors
  • Identified and initiated coverage on small-cap names including Sinosoft, Insyde, and Tuya

How I am Different

  • Background in internet sector research offers a holistic view of emerging verticals like generative AI, cloud, and IoT—many of which are deeply intertwined with internet-native platforms and business models.
  • Detailed top-down forecasts on industry TAM

Corporate & Strategic Access

  • China AI and software tour
  • Corporate access for Kingdee, Yonyou, Hundsun, Venustech, Supcon, Asiainfo, Longshine,Tuya, Chanjet