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Eric Chen, CFA

Eric Chen, CFA

Summer Associate

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location of Eric Chen, CFATaiwan

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  • Timeline

  • About me

    Equity Research Analyst at Nomura

  • Education

    • City University of Hong Kong

      2014 - 2015
      Bachelor of Business Administration - BBA

      Awarded with Top Scholarship for International Students upon admission (four-year tuition and accommodation waivers plus living allowance for HK$640,000).

    • Taipei Municipal Jianguo High School

      2011 - 2014
      General Studies

      Top high school in Taiwan.GSAT 73/75 (college entrance exam)

    • National Taiwan University

      2015 - 2019
      Bachelor’s Degree Finance, General 4.2/4.3

      Activities and Societies: APECS Leveraged Buyout Case Competition 2018, CFA Institute Research Challenge 2018/19 2x Dean’s ListTop 5% in Class of 2019

  • Experience

    • Xinyi CPA Firm

      Jul 2015 - Aug 2015
      Summer Associate

      Bookkeeping and financial/tax reporting services for startups (Taiwan IFRS)

    • Sinovo Growth Capital

      Jun 2017 - Aug 2017
      Summer Analyst

      Private Equity - China Healthcare (Medical Device, Healthcare Facility)

    • IIH Assets Management

      Nov 2017 - Jun 2018
      Private Equity Intern

      Private Equity - Greater China Healthcare, FMCG, TMT

    • Eastspring Investments

      Jun 2018 - Jun 2019
      Equity Research Intern

      US & Japan Video GameUS Semiconductors & Equipment

    • 凱基證券 KGI SECURITIES

      Jul 2019 - Jul 2021
      Equity Research Associate

      Greater China Technology (Semiconductors & Equipment/Technology Hardware)Led coverage of Richwave (4968.TW)

    • UBS

      Jul 2021 - Aug 2024

      Asia SemiconductorsLed coverage of ASMedia (5269.TW), Elan (2458.TW) and Parade (4966.TWO) Asia Semiconductors

      • Associate Director, Equity Research

        Feb 2023 - Aug 2024

      • Equity Research Associate

        Jul 2021 - Feb 2023

    • Nomura

      Sept 2024 - now
      Associate

      Greater China SemiconductorsGreater China Technology Hardware (Handset components)

  • Licenses & Certifications

    • Bloomberg Market Concepts

      Bloomberg LP

    • Chartered Financial Analyst (CFA)

      CFA Institute

  • Honors & Awards

    • Awarded to Eric Chen, CFA
      CFA Institute Research Challenge 2018/19 - Champion of Taiwan CFA Institute Dec 2018 - Initiated coverage on Gourmet Master (2723.TW) with contrarian SELL and 12M PT of NT$190, based on 20x 2019E EPS and cross-checked with discounted cash flow (DCF) analysis.- Local Round and Best Presentation Award winner. Delegate of Taiwan in CFA Institute Research Challenge 2018/19 Asia-Pacific Regional Event at Sydney, Australia.- Share price of Gourmet Master went down by 40%+ within 12M following our coverage initiation.
    • Awarded to Eric Chen, CFA
      APECS Leveraged Buyout Case Competition 2018 - Global Finalist CAIA Association Apr 2018 - Facilitated a leveraged buyout & corporate restructuring analysis of PepsiCo (PEP.O) and pitched the buyout deal to a panel of private equity partners by outlining investment theses and post-transaction management strategies to deliver 28% IRR.- 4th out of 60+ teams worldwide.
    • Awarded to Eric Chen, CFA
      Dean's List, Semester B 2016-17 National Taiwan University Sep 2017 Ranked No.5 (GPA: 4.3/4.3) at Department of Finance in Semester B, 2016-17.
    • Awarded to Eric Chen, CFA
      Dean's List, Semester A 2016-17 National Taiwan University Mar 2017 Ranked No.1 (GPA: 4.3/4.3) at Department of Finance in Semester A, 2016-17.
    • Awarded to Eric Chen, CFA
      2016 FinTech x Taiwan Creative Planning Competition - Special Award Financial Supervisory Commission of Taiwan Apr 2016 Presented a FinTech business proposal and highlighted the integration of wearables to Health Insurance Program to reduce informational inefficiency in pricing.

  • Volunteer Experience

    • Industry Mentor in CFA Institute Research Challenge

      Issued by CFA Society Taiwan on Aug 2024
      CFA Society TaiwanAssociated with Eric Chen, CFA

    • Student Volunteer

      Issued by National Taiwan University on Jun 2016
      National Taiwan UniversityAssociated with Eric Chen, CFA