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Eric Wen

Eric Wen
Blue Lotus China New Economy Research
Blue Lotus Research Institute

230
Insights
75.2k
Views
70
Followers
Hong Kong Information Technology & Consumer Discretionary Equity Bottom-Up Thematic (Sector/Industry)

Top Sectors

Consumer Discretionary
73%
Real Estate
7%
Information Technology
6%
Health Care
4%
Communication Services
3%
Industrials
3%
Energy
2%
Financials
0%
Consumer Staples
0%

Top Verticals

Thematic (Sector/Industry)
60%
Equity Bottom-Up
40%

Top Entities

Li Auto
101
BYD
98
XPeng
98
NIO
93
Xiaomi Corp
92
KE Holdings
50
Contemporary Amperex Technology (CATL)
48
Luckin Coffee
46
Atour Lifestyle Holdings
44
Miniso
30

Top Countries

China
53%
United States
3.8%
Hong Kong
3.6%
Canada
0.7%
Cyprus
0.5%
Kenya
0.5%
Morocco
0.5%
Tunisia
0.5%
Iraq
0.5%
Bahrain
0.5%
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