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Primary coverage by Jin Yoon

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NBS: Deceleration in Mar Online Physical Goods

April 15, 2026 — Jin Yoon
JD: 1Q26 Preview - 1Q Outlook Remains Intact

April 14, 2026 — Jin Yoon
SAMR Indirectly Calling for an End to Food Delivery Price War: Our Take

March 25, 2026 — Jin Yoon
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

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