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Katherine Lei Profile - J.P. Morgan Analyst
151 Followers
Katherine Lei J.P. Morgan
Wall Street Analyst
Success Rate
74 out of 103 ratings made a profit
Average Return
+16.60%
Average return per rating
Time Frame
Compare to
Copying Katherine Lei's trades since 2021 and holding each position for 1 Year would result in 71.84% of your transactions generating a profit, with an average return of 16.6% per rating.
Stock Rating Distribution
57.71% Buy
37.14% Hold
5.14% Sell
Distribution of Katherine Lei's ratings
Additional Information
Main Sector:General
Geo Coverage:
Best Rating
The most profitable rating made by Katherine Lei
Katherine Lei's Stock Coverage
HSBC Holdings
Jun 21, 2021
Hold
Reiterated
$6.55
(-90.91% Downside)
1Ratings
―
0.00%
China Cinda Asset Management Co
Aug 27, 2024
Hold
Reiterated
HK$0.65
(-50.76% Downside)
2Ratings
―
0.00%
Noah Holdings
Sep 03, 2024
Hold
Reiterated
$9.00
(-15.25% Downside)
10Ratings
-19.00%
Lufax Holding
Oct 22, 2024
Sell
Reiterated
$2.20
(-13.73% Downside)
8Ratings
-32.34%
Standard Chartered
Jul 23, 2025
Buy
Reiterated
1,436.49p
(-13.49% Downside)
5Ratings
+21.24%
Bank of Communications Co
Aug 19, 2025
Buy
Upgraded
HK$8.20
(15.82% Upside)
9Ratings
-9.83%
China Merchants Bank Co
Oct 02, 2025
Buy
Reiterated
HK$60.00
(15.05% Upside)
11Ratings
+35.46%
Agricultural Bank of China
Oct 23, 2025
Buy
Reiterated
HK$6.60
(13.60% Upside)
14Ratings
+37.44%
Bank of China
Oct 23, 2025
Buy
Reiterated
HK$5.50
(22.22% Upside)
14Ratings
+17.91%
China Everbright Bank Co
Oct 23, 2025
Hold
Reiterated
HK$3.25
(-11.20% Downside)
10Ratings
-13.00%
List of latest recommendations made by Katherine Lei. Click to expand and see Katherine Lei's performance on a particular stock
Disclaimer: TipRanks collects analysts’ ratings and price targets by scanning publicly available reports on financial websites and by receiving reports from analysts, firms, or customers. The information and statistics displayed might not be accurate, complete, or up-to-date. The analyst ratings provided are the sole responsibility of the source publication. TipRanks holds no liability over the analysts' information, price targets, ratings, or opinions expressed.
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Learn More >About Analyst Ratings
About Analyst Ratings
Analyst ratings represent professional recommendations - Buy, Hold, or Sell - issued for a specific stock. Each rating reflects the analyst’s view at the time of publication and is tracked to measure historical performance.
Ratings Count
The total number of analyst ratings (Buy, Hold, and Sell) issued for the stock. This includes all published recommendations, even those not used in performance calculations.
Performance Calculation
To ensure accuracy and prevent duplication, only certain ratings are included in performance metrics:
•
One rating per analyst per month: If an analyst publishes more than one rating in a month, only the first is counted.
•
Updated ratings end prior ones: If the analyst changes their stance during that month (for example, from Buy to Sell), performance tracking for the earlier rating stops immediately on the update date, and the new rating begins tracking from that point forward.
•
Hold ratings excluded: Hold recommendations are displayed on the chart but are not counted in performance or return calculations.
Example
If an analyst rates a stock Buy on April 1 and changes it to Sell on April 20, the Buy rating’s performance is measured from April 1 to April 20. From April 20 onward, only the Sell rating is tracked.
Success Rate
Indicates the percentage of performance-accounted ratings that generated a positive return during their active period. For example, if 6 out of 17 accounted ratings were profitable, the success rate is 35%.
Average Return
Represents the mean return per active rating - showing the average gain or loss an analyst’s recommendation produced while it was active.
Katherine Lei activity FAQ
What is the performance of Katherine Lei's recommendations?
The percentage of profitable recommendations made by Katherine Lei is 72%, and the average return per transaction is 16.60%.
What was Katherine Lei's most profitable rating?
Katherine Lei’s most profitable ratings was a buy on FUTU stock on Aug 14, 2024 - Aug 14, 2025. The return on the trade was +193.30%.
Where can I see a list of stock analyst ratings?
You can see a list of daily stock analyst ratings here.
What are the most recommended stocks by analysts?
You can see a list of the most recommended stocks by analysts here