Top 10 sector concentration: Consumer Cyclical (3), Healthcare (2), Energy (1)

1. Zhejiang NHU Company Ltd. (002001.SZ) · Healthcare · univ 100% · sec 100% · +11.3% · conf 89 ↑ earnings yield vs bonds (+0.1029) ↑ EPS revision accelerating (+0.0176) ↑ P/E vs 5yr (+0.0108) 2. Vipshop Holdings Limited (VIPS) · Consumer Cyclical · univ 100% · sec 100% · +10.8% · conf 89 ↑ earnings yield vs bonds (+0.1218) ↑ EPS revision accelerating (+0.0100) ↑ 20d turnover (+0.0080) 3. HUAYU Automotive Systems Company Limited (600741.SS) · Consumer Cyclical · univ 99% · sec 97% · +10.7% · conf 88 ↑ earnings yield vs bonds (+0.1147) ↑ EPS revision accelerating (+0.0154) ↑ P/B vs 5yr (+0.0151) 4. PetroChina Company Limited (0857.HK) · Energy · univ 99% · sec 100% · +10.3% · conf 89 ↑ earnings yield vs bonds (+0.1218) ↑ 60d momentum (+0.0067) ↑ vol instability (+0.0049) 5. Trip.com Group Limited (9961.HK) · Consumer Cyclical · univ 99% · sec 94% · +9.9% · conf 86 ↑ earnings yield vs bonds (+0.1075) ↑ EPS revision accelerating (+0.0143) ↑ 20d turnover (+0.0

1. Zhejiang NHU Company Ltd. (002001.SZ) · Healthcare · univ 100% · sec 100% · +11.3% · conf 89 ↑ earnings yield vs bonds (+0.1029) ↑ EPS revision accelerating (+0.0176) ↑ P/E vs 5yr (+0.0108)