INSIGHT PROVIDER
Junheng Li

Junheng Li
Investment Advisors
JL Warren Capital

195
Insights
63.1k
Views
178
Followers
China & Hong Kong Equity Bottom-Up Thematic (Sector/Industry)

Top Sectors

Consumer Discretionary
53%
Information Technology
24%
Financials
7%
Consumer Staples
5%
Industrials
4%
Real Estate
3%
Energy
2%
Health Care
1%

Top Verticals

Equity Bottom-Up
57%
Thematic (Sector/Industry)
41%
Equity Capital Markets
2%

Top Entities

Tesla
40
Alibaba Group Holding
34
Wynn Macau Ltd
32
Sands China
31
Apple
29
JD.com Inc (ADR)
26
NIO
24
Galaxy Entertainment Group
23
BYD
20
Geely Auto
18

Top Countries

China
29.6%
United States
16.5%
South Korea
4.3%
Hong Kong
3.6%
Japan
2.8%
Taiwan
2.1%
Germany
2.1%
Australia
1.4%
Singapore
1.4%
Vietnam
1.2%
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