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Financial Times/StarMine Analyst Awards

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The FT has joined forces with specialist research group StarMine to present the awards for the best stock market analysts and broking houses for Asia. Here are the results

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Poll: Who do you rate as the best broker for Asian research out of our top ten?

Vote results
Deutsche Bank Securities
10%
Polaris Securities
15%
Morgan Stanley
10%
Credit Suisse
10%
Goldman Sachs
5%
CIMB-GK
10%
Citigroup
20%
Hyundai Securities
5%
JPMorgan
5%
Korea Investment & Securities
10%
FT Starmine Analyst Awards

Bulge bracket firms dominate in Asia

Independent research houses have made significant in-roads in the US and Europe but, judging from the results of the FT/StarMine Awards for Asia, producing accurate company analysis in the region requires an altogether higher level of commitment and reach.

Related content and features

Ingrid Wei

UBS provided the top individual stock-picker while Goldman Sachs spawned the best earnings estimator. Deutsche Bank and Credit Suisse topped the charts for overall number of awards, bagging 11 each. The top stock picker was
Shanghai-based Ingrid Wei. The UBS transport analyst outperformed her industry benchmark by 29.3 per cent.

Analyst calls for the year ahead

With most Asia stock markets performing strongly last year, spotting the companies that would outrun the bull market was not always easy. But the following five analysts did manage to do so. They were the top five stockpickers of the year in the 2006 Financial Times/StarMine Asian awards. Here are their main calls for last year and the year ahead:

Top ten stockpickers

  1. Ingrid Wei, UBS
  2. Denise Chai,Merrill Lynch
  3. Simon Cheng, BNP Paribas
  4. Gary Chiu, Macquarie Research Equities
  5. Eric Hu, BOCI Research
  6. Olive Xia, Core Pacific-Yamaichi Int’l
  7. Eugene Yeoh, Deutsche Bank Securities
  8. Kenny Lau, Credit Suisse
  9. Michael Lee, HSBC
  10. Foon Wai Loke, Credit Suisse

Brokers (no of awards)

  1. Credit Suisse(11)
    Deutsche Bank Securities(11)
  3. Goldman Sachs (9)
  4. Citigroup (8)
    Morgan Stanley(8)
  5. Merrill Lynch (6)
  6. Macquarie Research Equities (5)
  7. CIMB-GK (4)
    JPMorgan (4)
    Ping An Securities (4)

Top Analysts for
Earnings estimates

  1. Song Shen, Goldman Sachs
  2. Hyunjoong Kim, Tong Yang Investment Bank
  3. Yi Wang, Goldman Sachs
  4. David Li, Deutsche Bank Securities
  5. Benjamin Lo, Deutsche Bank Securities
  6. Lina Choi,Morgan Stanley
  7. Sangkyoo Park, Hyundai Securities
  8. Wallace Cheung, Credit Suisse
  9. Chan Hwang, Morgan Stanley
  10. Alexander Lee, CIMB-GK

Top Houses for
earnings estimates

  1. Deutsche Bank Securities (7)
    Morgan Stanley (7)
  3. Credit Suisse (5)
    Goldman Sachs (5)
  4. CIMB-GK (4)
  5. Citigroup (3)
    Hyundai Securities (3)
    JPMorgan (3)
    Korea Investment & Securities (3)
    Polaris Securities (3)

Awards - Sector by sector

Clicking a link below will scroll the page to the relevant sector.

Automobiles


Industry Stockpicks

  1. Eugene Yeoh, Deutsche Bank
  2. Charles Cheung, Citigroup
  3. Grace Mak, Merrill Lynch


Industry Estimates

  1. Alice Chong, CIMB-GK
  2. Sun Moon Suh, Korea Investment & Securities
  3. Eric Hu, BOCI Research

Banks


Industry Stockpicks

  1. Matthew Wilson, Morgan Stanley
  2. Ning Ma, Goldman Sachs
  3. Simon Ho, ABN Amro


Industry Estimates

  1. David Lum, Daiwa Institute of Research
  2. Lina Choi, Morgan Stanley
  3. Minyan Liu, Morgan Stanley

Computers and Communications Equipment


Industry Stockpicks

  1. Daniel Chang, Macquarie Research Equities
  2. Tony Tseng, Merrill Lynch
  3. Carol Ho, Mega Securities


Industry Estimates

  1. Kirk Yang, Citigroup
  2. Kevin Chang, Credit Suisse
  3. Tony Tseng, Merrill Lynch

Construction and Engineering


Industry Stockpicks

  1. Chee Yoon Yew, Kim Eng Securities
  2. Chang Geun Lee, Daewoo Securities (now at Goodmorning Shinhan Securities)


Industry Estimates

  1. Chee Yoon Yew, Kim Eng Securities
  2. Paul Rhee, JPMorgan
  3. Jin Seong Byun, Mirae Asset

Consumer Goods and Services


Industry Stockpicks

  1. Li Li Liu, Ping An Securities (now at Fullgoal Fund Management)
  2. Brenda Lee, Daiwa Institute of Research
  3. Ally Park, Citigroup


Industry Estimates

  1. Anne Ling, Deutsche Bank
  2. Angela Moh, Morgan Stanley
  3. Chang-Gun Koo, Korea Investment & Securities (now at Samsung Securities)

Electronic Equipment


Industry Stockpicks

  1. Jeffery Su, Merrill Lynch
  2. Dale Gai. Citigroup
  3. Tejinder Sandhu, HSBC


Industry Estimates

  1. Jonathan Ng, CIMB-GK
  2. Ji-San Kim, Hanwha Securities
  3. Chia-Wen, Polaris Securities

Energy and Chemicals


Industry Stockpicks

  1. Huey Chiang Yap, Rashid Hussain Securities
  2. Jen Nee Tai, AmResearch
  3. Gideon Lo, DBS Vickers


Industry Estimates

  1. Tony Zhang, China International Capital Corp
  2. Matthew Lin, Polaris Securities
  3. Christine Pu, Deutsche Bank Securities

Financial Services


Industry Stockpicks

  1. SunMok Ha,
    Credit Suisse


Industry Estimates

  1. Chul-Ho Lee, Korea Investment & Securities
  2. Kyu Sun Shim, CJ Investment & Securities

Food, Household & Personal Products


Industry Stockpicks

  1. Foon Wai Loke, Credit Suisse
  2. Xun Chen, Ping An Securities
  3. James Tan, DBS Vickers


Industry Estimates

  1. Seung-Hyun Kim Credit Suisse
  2. Oon Mok Bak, Daewoo Securities
  3. Foon Wai Loke, Credit Suisse

Health Care


Industry Stockpicks

  1. Dong Song Du, Ping An Securities
  2. Chen Ru, CSC Securities
  3. Vicky Yun Chen, UBS


Industry Estimates

  1. Taegi Ha, SK Securities
  2. Jin Kyun Lim, Daewoo Securities
  3. Yunjeong Cho, Hyundai Securities

Insurance


Industry Stockpicks

  1. Sokmo Yu,
    JPMorgan



Industry Estimates

  1. Kyu Sun Shim, CJ Investment & Securities
  2. Byung-Gun Lee, Shinyoung Securities
  3. Karen Chan, Nomura

Machinery & Materials


Industry Stockpicks

  1. Gordon Wong, South China Research
  2. Wee Lee Chong, OCBC Investment Research
  3. Keun Ho Chang, Goodmorning Shinhan Securities, now at Daehan Securities


Industry Estimates

  1. David Li, Deutsche Bank Securities
  2. Yong-Bum Jeon, Daishin Economic Research Institute
  3. Kevin Chong, Citigroup

Media


Industry Stockpicks

  1. Mavis Hui, DBS Vickers
  2. Clare Chin Kit Ching, Rashid Hussain Securities
  3. James Mitchell, Goldman Sachs


Industry Estimates

  1. Ramiz Chelat, Macquarie Research Equities
  2. Allan Ng, BOCI Research
  3. Simon Cheung, Merrill Lynch

Metals & Mining


Industry Stockpicks

  1. Zhou Chong, Ping An Securities
  2. Xianfeng Wu, Guotai Junan Securities
  3. Trina Chen, Credit Suisse


Industry Estimates

  1. Song Shen, Goldman Sachs
  2. James Clarke, Deustche Bank Securities
  3. Sangkyoo Park, Hyundai Securities

Real Estate (including REITs)


Industry Stockpicks

  1. Low Yee Huap, Rashid Hussain Securities
  2. Yi Wang, Goldman Sachs
  3. Matthew Chow, China Everbright, now at JPMorgan


Industry Estimates

  1. Yi Wang, Goldman Sachs
  2. Douglas Sung, JPMorgan
  3. Anthony Wu, Goldman Sachs

Semiconductors


Industry Stockpicks

  1. Crystal Lee, ABN Amro
  2. Johnny Chen, Deutsche Bank Securities
  3. Spencer Wang, KGI Securities


Industry Estimates

  1. Frank Wang, Morgan Stanley
  2. Liway Chan, Polaris Securities
  3. Eric Chen, BNP Paribas

Software & IT Services


Industry Stockpicks

  1. Wallace Cheung, Credit Suisse
  2. Jason Brueschke, Citigroup
  3. Jay Park, Samsung Securities


Industry Estimates

  1. Safa Rashtchy, Piper Jaffray
  2. Wallace Cheung, Credit Suisse
  3. Michael Tieu, Brean Murray, Carret

Telecommunications


Industry Stockpicks

  1. Coo Way Law, Goldman Sachs
  2. Kelvin Ho, Nomura
  3. Rohit Sobti, Citigroup


Industry Estimates

  1. Dong-sub Yi, Daishin Economic Research Institute
  2. Lina Choi, Morgan Stanley
  3. Hongseek Kim, NH Investment & Securities

Transportation


Industry Stockpicks

  1. Rachel Tsang, Daiwa Institute of Research
  2. Sam Lee, Deutsche Bank Securities
  3. Michael Chan, Macquarie Research Equities


Industry Estimates

  1. Alexander Lee, CIMB-GK
  2. Sam Lee, Deutsche Bank Securities
  3. Anderson Chow, Macquarie Research Equities

Utilities


Industry Stockpicks

  1. Wen Xian Zhang, Guotai Junan Securities
  2. Andes Cheng, South China Research
  3. Michael Lee, HSBC


Industry Estimates

  1. Andes Cheng, South China Research
  2. Boris Kan, JPMorgan
  3. Pierre Lau, Citigroup