INSIGHT PROVIDER
Stan Zhao

Stan Zhao
Analyst - Media&Entertainment Sector
Blue Lotus Research Institute

15
Insights
6.4k
Views
40
Followers
Hong Kong Information Technology & Consumer Discretionary Equity Bottom-Up Thematic (Sector/Industry)

Top Sectors

Consumer Discretionary
53%
Information Technology
33%
Communication Services
7%
Industrials
7%

Top Verticals

Thematic (Sector/Industry)
87%
Equity Bottom-Up
13%

Top Entities

Kuaishou Technology
13
Bilibili
12
Tencent
12
NetEase Inc
10
Baidu
4
WeRide
2
Alibaba
2
Tencent Holdings (ADR)
2
NVIDIA Corp
1
Weibo Corp
1

Top Countries

China
11.7%
Hong Kong
7.8%
United States
1.6%
Australia
0.8%
India
0.8%
Japan
0.8%
Malaysia
0.8%
New Zealand
0.8%
South Korea
0.8%
Taiwan
0.8%
x