INSIGHT PROVIDER
Steven Chen

Steven Chen
Quality-first, Business-perspective Strategy
Urbem (HK) Limited

65
Insights
23.2k
Views
125
Followers
China & Japan Equity Bottom-Up Thematic (Sector/Industry)

Top Sectors

Consumer Discretionary
34%
Information Technology
32%
Industrials
12%
Consumer Staples
8%
Health Care
8%
Financials
5%
Communication Services
2%

Top Verticals

Equity Bottom-Up
68%
Thematic (Sector/Industry)
30%
ESG
2%

Top Entities

Perfect Medical Health
9
Tencent
8
M&A Capital Partners
7
Nihon M&A Center
7
Strike
7
Tencent Holdings (ADR)
5
Pepsico Inc
5
Amazon.com Inc
5
Tang Palace China
5
Alibaba Group Holding
5

Top Countries

Hong Kong
5.9%
Japan
5.1%
China
4.4%
Australia
2.2%
United States
2.2%
Singapore
1.5%
United Kingdom
1.5%
Kazakhstan
1.2%
Sweden
1.2%
Egypt
1.2%
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