Table: Chinese investment picks at Sohn 2023 hedge fund conference

Boe Varitronix

18/05/2023 09:20

HONG KONG, May 18 (Reuters) - Asia-focused hedge funds
are growing more bullish on Chinese markets and looking at
sectors such as education, hydropower and electric cars, even as
other global money managers prefer to wait and watch how far the
mainland economy rebounds this year.
    Seven out of 15 hedge funds at the annual Sohn Hong Kong
Investment Leaders Conference this week pitched China-related
investment ideas, a sharp contrast to last year when the world's
second-largest economy was still under COVID-19 lockdowns and
barely mentioned.
    Below is a table of funds and their stock picks in China and
elsewhere:
    
 INVESTOR           FUND               STOCK PICK    RIC
 Eric Wong          Stillpoint         LBX Pharmacy   603883.SS 
 Fei Sun            Investments        Chain JSC      002594.SZ  vs
 May Yu             Epimelis Capital   Long BYD A     1211.HK 
 Sean Ho            Expecta Capital    and Short      0291.HK 
 Edward Lei         Triata Capital     BYD H          1024.HK 
 Richard Lawrence   Astroll            China          0710.HK 
 Gordon Yeo         Management         Resourses      600900.SS 
 Jeremy Bond        Overlook           Beer           MWG.HM 
 Eashwar Krishnan   Investments Group  Holdings Co    NGEX.V 
 Jay Shin           Arisaig Partners   Ltd            6146.T 
 Mark Tinker        Terra Capital      Kuaishou       013030.KQ 
 Wei Hee            Tybourne Capital   Techonology    EMII.MI 
 Masa Yamaguchi     Management         BOE            HTHB.KL 
 Toby Rodes         QUAD Investment    Varitronix     FOHE.NS 
 Seth Fischer       Management         Ltd            6960.T 
                    Toscafund HK       China          0839.HK  and
                    Partners Bay       Yangtze        2001.HK 
                    MY. Alpha          Power Co Ltd  
                    Management         Mobile World  
                    Kaname Capital     Investment    
                    Oasis Management   Corp          
                                       NGEx          
                                       Minerals      
                                       Disco Corp    
                                       Hy-Lok Corp   
                                       BPER Banca    
                                       Hartalega     
                                       Holdings      
                                       Fortis        
                                       Healthcare    
                                       Ltd           
                                       Fukuda        
                                       Denshi Co     
                                       Ltd           
                                       China         
                                       Education     
                                       Group         
                                       Holdings and  
                                       China New     
                                       Higher        
                                       Education     
                                       Group Ltd     
 
 (Reporting by Summer Zhen and Xie Yu in Hong Kong
Editing by Vidya Ranganathan)
 ((summer.zhen@thomsonreuters.com; 852-3462-7739;))