INSIGHT PROVIDER
Robert McKay

Robert McKay
China New Economy Equity Analyst
Blue Lotus Research Institute

11
Insights
5.4k
Views
45
Followers
Hong Kong Information Technology & Consumer Discretionary Equity Bottom-Up Thematic (Sector/Industry)

Top Sectors

Information Technology
36%
Industrials
36%
Consumer Discretionary
18%
Communication Services
9%

Top Verticals

Thematic (Sector/Industry)
55%
Equity Bottom-Up
45%

Top Entities

Alibaba
5
ZTO Express Cayman
5
JD Logistics
5
Xiaomi
4
J&T Global Express
4
Semiconductor Manufacturing International Corp (SMIC)
4
YTO Express
4
Yunda Holding
3
JD.com (ADR)
3
NVIDIA Corp
3

Top Countries

China
11.1%
Palestine
2.5%
Iran
2.5%
Lebanon
2.5%
Israel
2.5%
United Kingdom
1.2%
Egypt
1.2%
Saudi Arabia
1.2%
Turkey
1.2%
Belgium
1.2%
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