Analyst
UBS
Equibles does not estimate personal net worth.
Kenneth Fong is recorded as Analyst at UBS. Kenneth Fong has spoken on 7 earnings calls across 4 companies, most recently for Meituan Dianping on August 28, 2026. Those appearances were for JD.com, Inc. (JD), Alibaba Group Holding Ltd (BABA), Meituan Dianping (MPNGF) and PDD Holdings Inc. (PDD). The companies whose calls Kenneth Fong spoke on are classified in the Consumer Cyclical sector.
“So I have a question on the in-store business. Could management update us on the competitive landscape for in-store? Are you seeing any rational shift towards monetization and profitability among competitors?”
“I have a question regarding the return on invested capital on the AI investment. So while our AI investment have driven impressive 40% cloud growth, they have also created significant drag on the group free cash flow as well as our EBITDA.”
“This is for my question, and I thank you very much for the success of my career.”
“The first is the company has been in the past few years and has been faced with a lot of change.”
UBS
Analyst
Transcript header (unverified)
JD
Internet Retail · Consumer Cyclical
Internet Retail · Consumer Cyclical
MPNGF
Internet Retail · Consumer Cyclical
