THIRD TEAM
Alan Hellawell Deutsche Bank
Alan Hellawell was a runner-up last year in Technology, Media & Telecommunications; we split that sector into Technology and Telecommunications this year, and the Deutsche Bank analyst finishes in third place in both. Clients say Hellawell “blends practical experience with encyclopedic knowledge” and is “a constant learner and a ready teacher.” He recommended China Unicom (Hong Kong) in February 2010, at HK$8.47, based upon the Beijing-based outfit’s rising market share and strong competitive position, among other factors. In September, after the stock had shot up 43.6 percent, to HK$12.16, and bested the sector by 34.5 percentage points, he told clients to take profits. Hellawell issued a valuation-based upgrade to hold in November, at HK$10.46, but that recommendation appears to have been too conservative: By the end of April, the stock had bolted 51.8 percent, to HK$15.88.