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.

Hainan Meilan's (357 HK)'s Arbitration Case Is Not Without Merit

Meilan Airport (357 HK): Mixed Takeaways from Conversations with the Company

Meilan Airport (357 HK): Not Out of the Woods Yet

Meilan Airport (357 HK): Higher Visibility into Earnings Recovery Outlook

Meilan Airport (357 HK): Profit Warning Removed Share Price Overhang

Meilan Airport (357 HK): A Strategic Asset to Ride on Hainan DFS Investment Theme

Equity Bottom-Up

Hainan Meilan International Airport / Equity Bottom-Up

Hainan Meilan International Airport (357 HK)

<ul>
<li>A slew of bad news from weak China consumption, depreciating RMB to negative progress in an arbitration sent Meilan Airport stock down to below book value.</li>
<li>Yet when it comes to the fundamental of the company itself, we believe concerns are over-blown and very much priced in.</li>
<li>Meilan Airport is the most under-valued major airport in China airport space in our view. Patience will pay off.</li>
</ul>


A slew of bad news from weak China consumption, depreciating RMB to negative progress in an arbitration sent Meilan Airport stock down to below book value.
Yet when it comes to the fundamental of the company itself, we believe concerns are over-blown and very much priced in.
Meilan Airport is the most under-valued major airport in China airport space in our view. Patience will pay off.


China Tourism Group Duty Free Corp Ltd (601888 CH)

Meilan Airport (357 HK): Positive on The Only China Airport Trading Below Book Value