INSIGHT PROVIDER
Eric Chen

Eric Chen
Greater China Equity Long/Short Analyst

89
Insights
80.8k
Views
67
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
9
Alibaba
9
JD.com (ADR)
8
Xiabuxiabu
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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