INSIGHT PROVIDER
Eric Chen

Eric Chen
Greater China Equity Long/Short Analyst

89
Insights
74.9k
Views
64
Followers
China Information Technology & Consumer Discretionary Equity Bottom-Up Thematic (Sector/Industry)

Top Sectors

Consumer Discretionary
55%
Information Technology
31%
Industrials
9%
Materials
2%
Communication Services
1%
Real Estate
1%

Top Verticals

Equity Bottom-Up
93%
Thematic (Sector/Industry)
7%

Top Entities

Alibaba
30
PDD Holdings
28
Meituan
12
Kuaishou Technology
10
Haidilao International Holding
9
Alibaba
9
JD.com (ADR)
8
Xiabuxiabu Catering
8
iQIYI Inc
7
Hainan Meilan International Airport
7

Top Countries

China
79.5%
Macau
1.8%
Hong Kong
1.8%
Australia
0.9%
India
0.9%
Japan
0.9%
Malaysia
0.9%
New Zealand
0.9%
South Korea
0.9%
Taiwan
0.9%
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