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CMB International

CMB International
External broker reports(aggregated public sources)
CMB International

1.8k
Insights
540.1k
Views
101
Followers
China & Hong Kong Equity Bottom-Up

Top Sectors

Information Technology
32%
Consumer Discretionary
26%
Industrials
11%
Health Care
10%
Real Estate
6%
Financials
5%
Consumer Staples
4%
Utilities
3%
Materials
1%
Communication Services
1%

Top Verticals

Equity Bottom-Up
78%
Thematic (Sector/Industry)
21%
Credit
1%
Macroeconomics
1%

Top Entities

Li Auto
72
NIO
69
Great Wall Motor
64
XPeng
63
BYD
61
FIT Hon Teng
59
Geely Auto
59
BYD Electronics
56
Guangzhou Automobile Group
56
XPeng
56

Top Countries

China
74.1%
Hong Kong
15.6%
United States
6.1%
Taiwan
1.6%
Australia
0.8%
South Korea
0.4%
Italy
0.3%
India
0.3%
Singapore
0.2%
Japan
0.2%
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