Research

• WB: 4Q25 Results - Margin Could Remain Under Pressure in FY26 Partly due to AI

  March 19, 2026  —  Jin Yoon
• WB: 4Q25 Flash - Revs Beat but Margins Below Expectations

  March 18, 2026  —  Jin Yoon
• Our Favorite Asia Internet Ideas for 2026: Meituan, Coupang, and Trip.com

  January 5, 2026  —  Jin Yoon
• The China Internet Trade Into January

  December 1, 2025  —  Jin Yoon
• WB: 3Q25 Results - Outlook Remains Intact

  November 19, 2025  —  Jin Yoon

Events