INSIGHT PROVIDER
Andy Fu

Andy Fu
Independent Insight Provider
Blue Lotus Research Institute

18
Insights
8.3k
Views
44
Followers
Hong Kong Information Technology & Consumer Discretionary Equity Bottom-Up Thematic (Sector/Industry)

Top Sectors

Consumer Discretionary
44%
Real Estate
22%
Health Care
17%
Information Technology
6%
Financials
6%
Consumer Staples
6%

Top Verticals

Thematic (Sector/Industry)
72%
Equity Bottom-Up
28%

Top Entities

Meituan
10
Alibaba
8
KE Holdings
6
Trip.com
6
Atour Lifestyle Holdings
5
JD.com (ADR)
4
Luckin Coffee
4
Huazhu Group
3
Alibaba Health Information Tec
3
Longfor Properties
3

Top Countries

China
46.2%
Myanmar
2.6%
Singapore
2.6%
Australia
2.6%
Hong Kong
2.6%
India
2.6%
Japan
2.6%
Malaysia
2.6%
New Zealand
2.6%
South Korea
2.6%
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