Research

• Our Favorite Asia Internet Ideas for 2026: Meituan, Coupang, and Trip.com

  January 5, 2026  —  Jin Yoon
• CPNG: 4Q25 Preview - Outlook Remains Intact

  December 9, 2025  —  Jin Yoon
• Data Breach Implication on CPNG: Our Take

  December 1, 2025  —  Jin Yoon
• CPNG: 3Q25 Results - FY25 Guide Intact

  November 4, 2025  —  Jin Yoon
• CPNG: 3Q25 Preview - Overall Business Trending in line with Expectations

  September 24, 2025  —  Jin Yoon

Events