INSIGHT PROVIDER
Top Quartile
Ming Lu

Ming Lu
Overseas Chinese Equities
Aequitas Research

834
Insights
411.7k
Views
999
Followers
China Information Technology Equity Bottom-Up Thematic (Sector/Industry)

Top Sectors

Information Technology
51%
Consumer Discretionary
39%
Consumer Staples
4%
Communication Services
3%
Industrials
1%
Financials
1%
Real Estate
1%
Health Care
0%

Top Verticals

Equity Bottom-Up
93%
Equity Capital Markets
5%
Thematic (Sector/Industry)
1%
Event-Driven
1%

Top Entities

Alibaba
255
Tencent
251
JD.com (ADR)
143
Meituan
108
Alibaba
104
PDD Holdings
91
Xiaomi
76
Baidu
70
NetEase Inc
63
Tencent Music
63

Top Countries

China
93.2%
Hong Kong
3.2%
United States
2.8%
Germany
0.2%
Taiwan
0.2%
Japan
0.1%
France
0.1%
Canada
0.1%
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