Internet
BABA Alibaba Group Holding Ltd
CPNG Coupang Inc
GRAB Grab Holdings Ltd
JD JD.com Inc
Tencent 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
• GRAB management call highlighting affordability products for market share gains
• TME management call highlighting strategic monetization shift to ARPU
• Kuaishou CFO NDR highlighting video AI breakout
Analyst Bio
Wei joined the Mizuho Internet team based in Hong Kong in July 2017, covering the US and China internet sectors, and relocated to Boston in early 2019. 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’s International Business School 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.