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Primary coverage by Jin Yoon

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NBS: Jan + Feb Surprisingly Resilient

March 15, 2026 — Jin Yoon
JD: 4Q25 Results - Food Delivery Investments to Further Decline in 2026

March 5, 2026 — Jin Yoon
JD: 4Q25 Flash - Revs Above Consensus

March 5, 2026 — Jin Yoon
Rumored Tax Increase on Internet Firms: Our Take

February 3, 2026 — Jin Yoon
NBS: Month of Dec Remains Challenging

January 18, 2026 — Jin Yoon

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