Wanting Zhao

Conducted in-depth industry research on the food and beverage group and skillfully utilized Wind and Flush Ifind to update weekly reports and complete annual report reviews (e.g. Nongfu, Naixue). Conducted comparative analysis and producing in-depth reports on newly released annual and quarterly reports for representative liquor companies.

Wrote insightful industry research reports in response to the pain points in the development of electric two-wheelers, through deep analysis of quantitative data in Wind and other databases, and other industry research reports. Took minutes for new energy vehicle company investor meetings, extracted and summarized refining summary report.

Analysed latest competitor financial statements and research reports, visualised data using Power BI, and presented insights in slides to inform formulation and/or modification of near-term strategy. Took minutes for ‘Tao Che’ Used Car’s (under Yixin Group) C-round financing meeting.

Mid-year audit of Bank of China: Checked daily IFRS and CAS reports, reported significant variances and inappropriate expressions, and negotiated modification methods with clients. Annual audit of BOC Fullerton Community Bank: Compared mid-year report with last annual report for more than 100 branches, conducted variance analysis, and worked with client to resolve abnormal variances.

Conducted industry research and statistical analysis to produce analysis reports, and coordinated with issuer and other intermediaries to better prepare for their IPO. Sorted and analysed documents relating to past policy change and presented comprehensive summary of findings in report that eventually served as key reference for future policy changes.