INSIGHT PROVIDER
Top Quartile
Ming Lu

Ming Lu
Overseas Chinese Equities
Aequitas Research

679
Insights
240.4k
Views
912
Followers
China Information Technology Equity Bottom-Up Thematic (Sector/Industry)

Top Sectors

Information Technology
58%
Consumer Discretionary
34%
Consumer Staples
4%
Communication Services
2%
Industrials
2%
Financials
1%
Health Care
0%
Real Estate
0%

Top Verticals

Equity Bottom-Up
92%
Equity Capital Markets
6%
Thematic (Sector/Industry)
1%
Event-Driven
1%

Top Entities

Tencent
226
Alibaba Group Holding
221
JD.com Inc (ADR)
119
Meituan
92
Alibaba Group Holding
84
PDD Holdings
75
Baidu
68
NetEase Inc
61
iQIYI Inc
59
Xiaomi Corp
58

Top Countries

China
94.1%
United States
3%
Hong Kong
2%
Taiwan
0.3%
Germany
0.3%
Canada
0.1%
Japan
0.1%
France
0.1%
x