< The 2014 All-China Research TeamWei (Dave) DaiCredit SuisseFirst-place appearances: 0

Total appearances: 1

Analyst debut: 2014Wei (Dave) Dai “understands all the moving pieces better than other analysts and makes bold, forward-thinking recommendations,” one asset manager declares. The Hong Kong–based Credit Suisse researcher earns his first appearance on this roster, in the No. 3 spot. He reports on 25 Chinese public utilities names and has been directing clients’ attention toward wind power companies. “China has accelerated the investment pace for wind power capacities,” he says. “All major listed operators are planning to accelerate capital expenditures.” Favorite players in this line are China Longyuan Power Group of Beijing and Fuzhou-based Huadian Fuxin Energy Corp. He upgraded China Longyuan from neutral to outperform in November 2013, and although the stock had tumbled 16.7 percent a year later — falling to HK$8.11 and trailing the sector by 28.9 percentage points — Dai is steadfast in his position. Investor concerns over a possible wind-power tariff adjustment are overblown in light of government efforts to fight pollution, he believes. He added Huadian Fuxin to his coverage universe in March, with an outperform rating. Its stock had climbed 3.3 percent, to HK4.33, by late last month. During the same period the sector gained 3.1 percent. Dai’s target price for China Longyuan is HK$10.50; Huadian Fuxin he pegs at HK$5.30.