INSIGHT PROVIDER
Shawn Yang

Shawn Yang
China/Asia TMT

377
Insights
205.2k
Views
90
Followers
China Information Technology Equity Bottom-Up Thematic (Sector/Industry)

Top Sectors

Information Technology
57%
Consumer Discretionary
27%
Health Care
5%
Industrials
3%
Real Estate
3%
Communication Services
2%
Financials
2%
Energy
1%
Consumer Staples
0%

Top Verticals

Equity Bottom-Up
57%
Thematic (Sector/Industry)
43%

Top Entities

PDD Holdings
68
Alibaba
65
Tencent
61
Meituan
49
XPeng
40
Li Auto
39
NetEase Inc
37
JD.com (ADR)
37
NIO
36
Bilibili
34

Top Countries

China
75.6%
United States
5.3%
South Korea
3.6%
Singapore
3.1%
Japan
1.3%
Indonesia
1.3%
Thailand
1.1%
Brunei
0.9%
Hong Kong
0.9%
Myanmar
0.9%
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