INSIGHT PROVIDER
Rising
Ming Lu

Ming Lu
Overseas Chinese Equities
Aequitas Research

881
Insights
486.1k
Views
1.0k
Followers
China • Information Technology • Equity Bottom-Up • Thematic (Sector/Industry)

Top Sectors

Information Technology
51%
Consumer Discretionary
39%
Consumer Staples
4%
Communication Services
3%
Industrials
1%
Financials
1%
Real Estate
1%
Health Care
0%

Top Verticals

Equity Bottom-Up
93%
Equity Capital Markets
5%
Thematic (Sector/Industry)
1%
Event-Driven
1%

Top Entities

Alibaba
258
Tencent
256
JD.com (ADR)
144
Meituan
112
Alibaba
109
PDD Holdings
92
Xiaomi
77
Baidu
71
Tencent Music
66
NetEase Inc
63

Top Countries

China
92.9%
Hong Kong
3.7%
United States
2.6%
Taiwan
0.2%
Germany
0.2%
Japan
0.1%
France
0.1%
Canada
0.1%
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