INSIGHT PROVIDER
Eric Wen

Eric Wen
Blue Lotus China New Economy Research
Blue Lotus Research Institute

258
Insights
96.6k
Views
85
Followers
Hong Kong Information Technology & Consumer Discretionary Equity Bottom-Up Thematic (Sector/Industry)

Top Sectors

Consumer Discretionary
72%
Real Estate
8%
Information Technology
7%
Health Care
4%
Communication Services
3%
Industrials
3%
Energy
2%
Financials
1%
Consumer Staples
0%

Top Verticals

Thematic (Sector/Industry)
58%
Equity Bottom-Up
42%

Top Entities

Li Auto
108
XPeng
107
BYD
105
Xiaomi
100
NIO
97
KE Holdings
54
Luckin Coffee
50
Contemporary Amperex Technology (CATL)
48
Atour Lifestyle Holdings
47
Miniso
31

Top Countries

China
55.2%
United States
4.2%
Hong Kong
3.3%
Canada
0.7%
Cyprus
0.4%
Czech Republic
0.4%
Egypt
0.4%
Ghana
0.4%
Gabon
0.4%
Finland
0.4%
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