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CMB International

CMB International
External broker reports(aggregated public sources)
CMB International

2.4k
Insights
843.2k
Views
123
Followers
China & Hong Kong • Equity Bottom-Up

Top Sectors

Information Technology
32%
Consumer Discretionary
25%
Industrials
12%
Health Care
10%
Financials
6%
Real Estate
5%
Consumer Staples
3%
Utilities
3%
Communication Services
2%
Materials
2%

Top Verticals

Equity Bottom-Up
79%
Thematic (Sector/Industry)
19%
Macroeconomics
1%
Credit
1%

Top Entities

Li Auto
79
NIO
76
FIT Hon Teng
76
XPeng
75
BYD Electronic
74
Great Wall Motor
73
Geely Auto
72
BYD Company
71
China MeiDong Auto
64
Guangzhou Automobile Group
63

Top Countries

China
73%
Hong Kong
15.7%
United States
7.6%
Taiwan
1.4%
Australia
0.8%
South Korea
0.3%
Italy
0.2%
Japan
0.2%
India
0.2%
Singapore
0.2%
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