Research

• Post 4Q Earnings Thoughts: Where do China Internet Stocks Go from Here?

  March 28, 2024  —  Jin Yoon
• IQ: 4Q23 Results - Profitability to Continue to Outgrow Revs in ‘24

  February 28, 2024  —  Jin Yoon
• IQ: 4Q23 Flash - Results Largely in Line

  February 28, 2024  —  Jin Yoon
• IQ: 4Q23 Preview - Nudging Down Estimates on Delayed Content Launches

  January 17, 2024  —  Jin Yoon
• Our Favorite Asia Internet Ideas for 2024: Tencent and JD.com

  December 11, 2023  —  Jin Yoon

Events