The 2014 All-China Research Team: Infrastructure & Transportation, No. 2: Xiaofeng Shen
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The 2014 All-China Research Team: Infrastructure & Transportation, No. 2: Xiaofeng Shen

< The 2014 All-China Research TeamXiaofeng ShenChina International Capital Corp.First-place appearances: 0


Total appearances: 2


Analyst debut: 2013Vaulting from runner-up, Shanghai-based Xiaofeng Shen of China International Capital Corp. seizes second place. He monitors 11 domestic infrastructure and transportation companies and has a knack for “finding cheap stocks with huge potential,” as one admirer observes. For example, in December 2013, Shen initiated coverage on Citic Offshore Helicopter Co., a Shenzhen-based transportation and maintenance provider to the petroleum and other industries. The stock merited a buy rating, he believed, thanks in part to the expansion of its helicopter-related services. Sure enough, by late November the shares had rocketed 74 percent, to 14.96 yuan, while the sector dropped 5.3 percent. Shen foresees a further rise to 18 yuan. Another successful call from the past year is his March upgrade of Beijing’s Sinotrans Air Transportation Development Co., thanks to the rising tide of e-commerce customers that the international freight air services provider was enjoying. Sinotrans’ shares leaped 35.5 percent through late November, climbing to 15.85 yuan and besting their peers by 29.3 percentage points. Shen maintains a price objective of 20 yuan for the stock.



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