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Sunshine Asset Management (Hong Kong) Limited Products and services

博大資產管理(香港)有限公司

Services scope

The company has obtained following SFC licenses

1)Asset Management ( Type 9 )

2)Advising on securities (Type 4 ),

We mainly provide investment portfolio management and advisory services to professional investors and institutional investors. We also manage our own equity investment portfolio to enhance our wealth management platform.

Investment philosophy

In-depth macroeconomic research, industry analysis and stock picking

  1. In-depth macroeconomic research:we pay close attention to the changes in global political and macroeconomic environment with an eye on new policy implementation and policy changes in China especially the deep-rooted impact of macroeconomic policies on different industry sectors.
    Industry analysis:For the purpose of identifying and selecting up and coming industry with bright development prospects, we analyse different business and revenue models of different industry sectors in details to predict future change and growth prospects of each industry sector.
  2. Stock analysis:
    • We take into account the profitability, financial situation and core fundamentals of each stock for completing our comprehensive and precise research analysis before selecting our favorite stocks.
    • We adopt in-depth and comprehensive approach in selecting stocks by conducting interviews with key management to get better understanding on their thoughts of future development and to discuss and analysis the business situation that management is facing in order to accurately develop an comprehensive analysis on the investment value of stocks.

Risk-control investment approach

Based on our research analysis and market liquidity, we strategically allocate asset, optimize the balance of risk and return, and strictly execute stop-loss policy on our investment portfolios.

Capabilities and competitive strengths

能力及竞争优势

Investment Objectives

We mainly invest in Chinese companies listed in Hong Kong for obtaining mid-to-long term asset appreciation. We have accumulated strong experience and developed our own investment style which enables us a higher successful rate and investment returns.

Investment strategies

  • For large- and mid-cap stocks, we adopt a “top-down” approach analyzing from macroeconomic perspective and government policy, select outstanding companies in up-and-coming industries with strong government policy support (such as industry leader); while for small- and mid-cap stocks, we focus on the unique strength of an company in capitalizing its Group’s competitive resources in marking proactive investment for achieving maximum return.
  • Our investment horizon is mid-to-long term when investing in small- and mid- cap companies that mainly are growth driven; otherwise our investments would not be able to gain from their fast growth, and thus unfavorable to our advantage in providing value-added investment services.
  • To minimize risk, we implement focused investment strategy by acquiring significant stake in target company and exert influence over its business development for guarantee the investment return.