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INSIGHT PROVIDER
Rising
Eric Wen

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

250
Insights
83.0k
Views
74
Followers
Hong Kong Information Technology & Consumer Discretionary Equity Bottom-Up Thematic (Sector/Industry)

Top Sectors

Consumer Discretionary
73%
Real Estate
8%
Information Technology
6%
Health Care
4%
Communication Services
3%
Industrials
3%
Energy
2%
Financials
1%
Consumer Staples
0%

Top Verticals

Thematic (Sector/Industry)
60%
Equity Bottom-Up
40%

Top Entities

Li Auto
108
XPeng
106
BYD
105
Xiaomi Corp
99
NIO
97
KE Holdings
53
Luckin Coffee
49
Contemporary Amperex Technology (CATL)
48
Atour Lifestyle Holdings
47
Miniso
31

Top Countries

China
54.9%
United States
3.9%
Hong Kong
3.4%
Canada
0.7%
Cyprus
0.5%
Kenya
0.5%
Morocco
0.5%
Tunisia
0.5%
Iraq
0.5%
Bahrain
0.5%
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