Greater China Equity Long/Short Analyst

Eric Chen

With a blend of sell-side and buy-side perspectives, Eric has covered and researched hundreds of Greater China equities in TMT and consumer spaces - two sectors woven together by the overarching thesis of technology empowering consumption. 

Eric is highly experienced in fundamental equity long short strategy. He seeks to produce differentiated and original research that combines holistic qualitative framework, unique angles and robust modelling. The process helps gain deep insights into critical value drivers misunderstood by the market, which results in mis-priced stocks and hence long/short opportunities.

Koolearn (1797 HK): Don't Overpay for Growth

Equity Bottom-Up

<ul>
<li>We cautioned investors about the excessive optimism around the company’s growth potential a few months ago.</li>
<li>Its growth momentum has since rapidly diminished, at a pace that also surprises us and points to a dimmer outlook.</li>
<li>Despite rounds of downward earnings revision, we still see further downside risks to earnings. We expect 20-30% decline in share price by end of this year.</li>
</ul>


We cautioned investors about the excessive optimism around the company’s growth potential a few months ago.
Its growth momentum has since rapidly diminished, at a pace that also surprises us and points to a dimmer outlook.
Despite rounds of downward earnings revision, we still see further downside risks to earnings. We expect 20-30% decline in share price by end of this year.


Koolearn (1797 HK): Dimmer Outlook Not yet Priced In

East Buy Holding

Koolearn (1797 HK): Dimmer Outlook Not yet Priced In