|
冯令天 / Billy Feng 摩根大通，执行董事 Executive Director, J.P. Morgan |
|
个人简介 / Biography Personal Highlights • 10 years' hands-on in semiconductor industry, plus 8 years' equity research experience. • Very close relationship with industry contacts in Technology sector. • Extensive Business Management and Marketing Management experience. • Excellent interpersonal communication skills. Fluent English and Mandarin, oral and written. Working Experience Jul 2018 – Now: Executive Director, Analyst of A-share Technology, J.P. Morgan • Team ranked No.3 in Electronics Sector in 2018 China II Survey. Top10 ranked analyst in 2018 Asia II survey. • Leading A-share research / coverage across various technology sectors, by publish regular report and setup on-the-ground tours for global clients. Apl 2015 – Jul 2018: Director, Analyst of A-share Technology, UBS Securities • Team ranked No.1 in Hardware Sector and No.2 in Semiconductor Sector in 2017 Asia II Survey. RU ranked analyst in Technology Sector in 2017 China/Asia II Survey. • Collaborate with global Tech team and lead A-share research on technology sectors, including hardware, software, and telecom. • Investment bank projects on HuaYang Group (002906 CH) IPO. Oct 2011 – Apl 2015: Head of A-share Tech Research, Fortune-CLSA / CLSA-HK • In charge of CLSA/Fortune-CLSA Tech sector research, matrix report to A-share Research Head and Global Tech Research Head. Cover A-share and H-share tech names such as Hikvision (002415 CH), GoerTek (002241 CH), AAC (2018 HK), Sunny Optical (2382 HK), etc. • Provide company/sector research report on Q-Tech (1478 HK) IPO projects in Hong Kong. • Setup consultation meeting / roadshow with industry experts/institutional clients. Aug 2010 – Oct 2011: Analyst, Technology, Essence Securities • Stock coverage on A-share electronics component names, including passive component, semiconductor sector, and smartphone component. • Support IPO projects for Anjie Tech (002635 CH), Rapoo Tech (002577 CH). • Serve domestic institutional investors by arranging roadshow, expert meeting, and corporate access. Mar 2009 – Aug 2010: Sr. Analyst, Technology, Lazard Capital Markets (EVS Team) • Manage a team of two analysts, with daily research on semiconductor / clean energy sectors for global and China market. • Issue weekly analysis reports for Lazard on semiconductor industry. • Setup China expert network and organize calls with industry experts for Lazard Capital Markets and their clients. • Coverage: AAPL, SNDK, ATHR, MU, MediaTek, etc. Oct 2007 – March 2009: Analyst, Technology, Thomson Reuters Corporation • Regularly publish research reports on semiconductor sector based on daily market research and frequent interview with semiconductor industry insiders. • Coverage: AAPL, SNDK, ISIL, TER, SPSN, etc. June 2005 – Oct 2007: Marketing Specialist, Vishay Inter-technology • In charge of Asia market development for Vishay; carry out various market research projects together with divisions based in US or Europe. • Semiconductor market study, e.g. wireless LAN, automotive and Medical market. Assist Vishay corporate controller on profit/margin study for divisions in Asia region. Apr 2004 – June 2005: Product Marketing Engineer, STMicroelectronics • Set up Memory semiconductor distribution channel in Asia. • Set up regional price, allocation and delivery strategy for memory semiconductor product based on market analysis and forecast. Oct 2001 – Apr 2004: Chipset Process Engineer, Intel Shanghai Ltd. • Product yield management and improvement. • Internal quality management and customer quality issue handling. • Set up new product process and equipment for Intel Shanghai factory. Apr 2000 – Oct 2001: Test Engineer, Alpha-Tech Shanghai Ltd. • Existing test equipment/process maintenances. • Develop new customer/equipment/process. Education MBA Shanghai University of Finance and Economy (2004 - 2007) Bachelor of Mechanical-Electronics University of Shanghai for Science and Technology (1996 - 2000) |
|
