The 2013 All-China Research Team: Infrastructure & Transportation, First: Xin Yang

Xin Yang
China International Capital Corp.

First-place appearances: 3

Total appearances: 3

Analyst debut: 2011

For a third year running, China International Capital Corp.’s Xin Yang headlines this roster, in part because she is “diligent and passionate, with fast reactions to important turning points,” according to one loyalist. Working out of Beijing, the analyst monitors some 45 names and has been spending “more time in the H-shares market than before,” she reports, to appeal to a greater variety of investors. In August the 33-year-old pounded the table on Daqin Railway Co., on a price dip to 6.63 yuan. She anticipated a hike in freight rail rates, which would be a boon for the Datong-based northern China coal transporter. The stock climbed as high as 7.61 yuan in September before slipping to 7.36 yuan in late October; over the life of the recommendation, the shares outperformed the sector by 1.9 percentage points. Yang “made good calls on the recovery of China’s railway construction,” insists another wealth manager, “organizing timely conference calls with key contacts to offer investors insightful discussions with industry experts.” The researcher currently favors China Shipping Development Co., a Shanghai-based oil and dry-bulk hauler, upgraded from neutral to accumulate in late October as a bargain at HK$4.34. “Her logic is solid and objective, and her industry knowledge is always insightful and helpful,” cheers another backer. — Ben Mattlin