INSIGHT PROVIDER
Top Quartile
Ming Lu

Ming Lu
Overseas Chinese Equities
Aequitas Research

682
Insights
241.6k
Views
914
Followers
China Information Technology Equity Bottom-Up Thematic (Sector/Industry)

Top Sectors

Information Technology
57%
Consumer Discretionary
34%
Consumer Staples
4%
Communication Services
2%
Industrials
2%
Financials
1%
Health Care
0%
Real Estate
0%

Top Verticals

Equity Bottom-Up
92%
Equity Capital Markets
6%
Thematic (Sector/Industry)
1%
Event-Driven
1%

Top Entities

Tencent
227
Alibaba Group Holding
223
JD.com Inc (ADR)
120
Meituan
92
Alibaba Group Holding
85
PDD Holdings
75
Baidu
68
NetEase Inc
61
iQIYI Inc
59
Xiaomi Corp
58

Top Countries

China
94.1%
United States
2.9%
Hong Kong
2%
Taiwan
0.3%
Germany
0.3%
Japan
0.1%
France
0.1%
Canada
0.1%
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