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Primary coverage by Jin Yoon

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Rumored Tax Increase on Internet Firms: Our Take

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

January 18, 2026 — Jin Yoon
Implications of PDD’s RMB10bn Subsidy Channel for Supermarket

January 14, 2026 — Jin Yoon
JD: 4Q25 Preview - Lowering Estimates

January 13, 2026 — Jin Yoon
Latest Platform Regulations: Our Take

January 7, 2026 — Jin Yoon

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