2016全亚洲研究团队:industrial, No. 1: Kevin Luo, Huaxiang (Edward) Xu & Team

在这份修改后的名单中，获得第一名的是摩根士丹利的15人团队凯文·罗和华兴(爱德华)徐去年，这支球队在工业股类别中排名第一。如今，交通运输业再次成为一个独立的行业，徐志摩带领着一群人成为了这个行业的第一名;此外，他与韩永娥(Young-Ah Han)共同管理的集团因其对中国的报道而摘得桂冠。在香港工作的罗和徐负责140家亚洲(不包括日本)工业企业的报告，一位投资组合经理称赞他们“对资本货物的多元化覆盖和更广泛的视角”。另一位粉丝特别指出，他们密切关注物流等细分行业;近海海洋服务;以及维护、维修和操作供应商。其他投资者看重研究人员的建模能力、行业洞察力、选股能力和足智多谋。40岁的徐志军强调，中国的航空航天和国防品牌很有吸引力，因为中国的军事现代化、军民融合和工业改革推动了强劲的需求。分析师们认为，技术精湛、并购能力强的公司尤其具有吸引力，比如中国航空光电科技股份有限公司(China Aviation Optical-Electrical Technology Co.)和广州海格通信集团有限公司(Guangzhou Haige Communications Group)。 Among Hong Kong–listed stocks, their top pick is AviChina Industry & Technology Co., thanks to its attractive valuation its core assets for helicopters and avionics. Thirty-four-year-old Luo notes the group’s optimism that some segments of China’s industrials market will enjoy an earnings recovery in the year ahead. “We prefer infrastructure construction, construction machinery and heavy trucks, while we are cautious in the near term on railway equipment,” he says. “The heavy duty truck subsector has long-term upside potential for [price] and margin gains driven by emission standard upgrades and industry consolidation.” Sinotruck Hong Kong is the researchers’ favorite play on that front, while CRCC High-Tech Equipment Corp. is select for infrastructure exposure.