INSIGHT PROVIDER
Shawn Yang

Shawn Yang
China/Asia TMT

377
Insights
155.3k
Views
91
Followers
China Information Technology Equity Bottom-Up Thematic (Sector/Industry)

Top Sectors

Information Technology
57%
Consumer Discretionary
27%
Health Care
5%
Industrials
3%
Real Estate
3%
Communication Services
2%
Financials
2%
Energy
1%
Consumer Staples
0%

Top Verticals

Equity Bottom-Up
57%
Thematic (Sector/Industry)
43%

Top Entities

PDD Holdings
68
Alibaba Group Holding
65
Tencent
61
Meituan
49
XPeng
40
Li Auto
39
NetEase Inc
37
JD.com Inc (ADR)
37
NIO
36
Bilibili
34

Top Countries

China
75.6%
United States
5.3%
South Korea
3.6%
Singapore
3.1%
Japan
1.3%
Indonesia
1.3%
Thailand
1.1%
Malaysia
0.9%
Myanmar
0.9%
Philippines
0.9%
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