Research

• Trade Wars: Impact on Our Coverage Universe

  April 7, 2025  —  Jin Yoon
• TCOM: 1Q25 Preview - Domestic Hotel ADR Coud Continue to Face Pressure

  April 1, 2025  —  Jin Yoon
• TCOM: 4Q24 Results - Travel Demand Remains Resilient in 1Q

  February 25, 2025  —  Jin Yoon
• TCOM: 4Q24 Preview - Estimates Remain Intact

  January 16, 2025  —  Jin Yoon
• Our Favorite Asia Internet Ideas for 2025: Kanzhun Ltd, JD.com, and NetEase

  December 16, 2024  —  Jin Yoon

Events