Research

• Our Favorite Asia Internet Ideas for 2025: Kanzhun Ltd, JD.com, and NetEase

  December 16, 2024  —  Jin Yoon
• Meituan: 3Q24 Results - Investments in Keeta to Partly Drag Margins in 4Q

  December 1, 2024  —  Jin Yoon
• Meituan: 3Q24 Flash - Revs Top Expectations; Meituan Select Continued to Narrow Losses

  November 29, 2024  —  Jin Yoon
• Could an Everything Rally Hold This Time Around?

  October 8, 2024  —  Jin Yoon
• Stimulus Measures from PBOC: Is This Time Different?

  September 24, 2024  —  Jin Yoon

Events