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Eric Wen

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

93
Insights
29.9k
Views
43
Followers
Hong Kong Information Technology & Consumer Discretionary Equity Bottom-Up Thematic (Sector/Industry)

Top Sectors

Consumer Discretionary
75%
Real Estate
9%
Information Technology
5%
Health Care
4%
Communication Services
3%
Industrials
1%
Consumer Staples
1%
Financials
1%

Top Verticals

Thematic (Sector/Industry)
56%
Equity Bottom-Up
44%

Top Entities

Li Auto
41
XPeng
40
NIO
39
BYD
38
Xiaomi Corp
29
Contemporary Amperex Technology (CATL)
22
KE Holdings
19
Luckin Coffee
18
Atour Lifestyle Holdings
18
Remegen
15

Top Countries

China
77.6%
Hong Kong
12.1%
United States
9.5%
South Korea
0.9%
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