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Ying Pan

Ying Pan
Blue Lotus Non US Internet research
Blue Lotus Research Institute

228
Insights
99.9k
Views
74
Followers
Hong Kong Information Technology & Consumer Discretionary Equity Bottom-Up Thematic (Sector/Industry)

Top Sectors

Consumer Discretionary
71%
Information Technology
21%
Communication Services
7%

Top Verticals

Thematic (Sector/Industry)
61%
Equity Bottom-Up
39%

Top Entities

Alibaba
134
Tencent
123
PDD Holdings
108
JD.com (ADR)
104
Meituan
102
NetEase Inc
93
Baidu
60
Kuaishou Technology
51
Trip.com
46
Bilibili
30

Top Countries

China
56%
Hong Kong
2.5%
United States
1.7%
South Korea
1.5%
Singapore
1%
Indonesia
1%
Malaysia
0.7%
Norway
0.5%
Croatia
0.5%
Denmark
0.5%
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