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The 2013 All-China Research Team: Industrials, First: Huimin Wu

Huimin Wu
China International Capital Corp.
First-place appearances: 1

Total appearances: 2

Analyst debut: 2012

Advancing from second place to secure the crown for the first time, China International Capital Corp.’s Huimin Wu earns praise for “doing deep fundamental work and providing helpful weekly data updates,” says one booster. The Beijing-based researcher covers 26 stocks, further impressing clients with “perfectly timed buy calls,” as a fund manager in Shanghai puts it. Wu’s top stock recommendations include a December 2012 buy rating on CIMC Enric Holdings, a Hong Kong–based manufacturer of gas compressors, tankers and other transportation equipment. She had judged the shares undervalued, and through October they rocketed 70.1 percent, to HK$10.92, while the sector inched up just 1.7 percent. CIMC remains a Wu favorite, she notes, for at least the year ahead. More recently, in late July the analyst pounded the table on Beijing-based locomotive and rapid transit vehicle maker CSR Corp., at HK$4.91, citing the government’s renewed commitment to investing in railway construction. By the end of October, the stock had roared to HK$6.46, pacing the sector by 17.1 percentage points. “She has good relationships with managements and other industry sources,” attests one Singapore-based backer, “which gives her strong convictions that are usually right.” Wu, who turns 32 next month, earned a master’s degree in finance from Peking University’s China Center for Economic Research and immediately joined CICC. — Ben Mattlin

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