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Kuaishou

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Primary coverage by Jin Yoon

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NBS: Physical Goods Growth Decelerated Partly due to Drag in Home Appliances

November 13, 2025 — Jin Yoon
NBS: Physical Goods Growth Remains Resilient Despite Meaningful Deceleration in Home Appliances

October 20, 2025 — Jin Yoon
Potential Incremental Policies in 4Q

October 13, 2025 — Jin Yoon
Singles Day Promotion

October 8, 2025 — Jin Yoon
NBS: Meaningful Deceleration in Key Trade-in Categories

September 14, 2025 — Jin Yoon

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