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Blue Lotus Research Institute

Blue Lotus Research Institute
China growth and global non-US Internet equities

891
Insights
186.1k
Views
294
Followers
Hong Kong Information Technology & Consumer Discretionary Equity Bottom-Up Thematic (Sector/Industry)

Top Sectors

Consumer Discretionary
64%
Information Technology
19%
Communication Services
4%
Real Estate
4%
Industrials
3%
Health Care
2%
Financials
1%
Consumer Staples
1%
Energy
1%

Top Verticals

Thematic (Sector/Industry)
58%
Equity Bottom-Up
41%
Equity Capital Markets
1%

Top Entities

Alibaba Group Holding
164
Tencent
140
JD.com Inc (ADR)
125
Meituan
114
PDD Holdings
113
Xiaomi Corp
112
NetEase Inc
103
BYD
101
XPeng
101
Li Auto
100

Top Countries

China
45.4%
United States
4.2%
Hong Kong
3.5%
South Korea
0.9%
Indonesia
0.6%
Iran
0.6%
Israel
0.6%
Palestine
0.6%
Lebanon
0.6%
Singapore
0.5%
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