Internet
BABA Alibaba Group Holding Ltd
CPNG Coupang Inc
GRAB Grab Holdings Ltd
JD JD.com Inc
700 HK Tencent Holdings Ltd
TCOM Trip.com Group Limited
TME Tencent Music Entertainment Group
Differentiated Product
Timely checks on puts and takes for growth drivers and competitive dynamics in Asian markets.
Quarterly management calls focusing on supply/demand and growth levers.
Key Reports
Notable Events
PONY CFO NDR highlighting the progress of autonomous driving in ME and Europe; GRAB management call highlighting affordability products for market share gains; TCOM management call highlighting China outbound and Inbound travel opportunities; TME management call highlighting strategic monetization shift to ARPU;
Analyst Bio
Wei joined Mizuho in July 2017 on the Internet team covering the US and Asia internet sectors. Prior to Mizuho, Wei worked at CLSA in the Internet sector for 7 years focusing on both US and China internet.
Wei received his MBA from Brandeis University and his BA from Dalian Maritime University in China. He has pioneered a Product Case Studies approach in assessing the fundamentals of Internet companies and trends globally, working with leading practitioners to extrapolate indicators for investment analysis.