JOYY
Internet Content & Information · Communication Services
Analyst
Jefferies
Equibles does not estimate personal net worth.
Thomas Chong is recorded as Analyst at Jefferies. Thomas Chong has spoken on 23 earnings calls across 17 companies, most recently for Bilibili Inc. on August 27, 2026. Those appearances were for JOYY Inc. (JOYY), JD.com, Inc. (JD), Trip.com Group Ltd (TCOM), Cheetah Mobile Inc. (CMCM), Alibaba Group Holding Ltd (BABA) and 12 other companies. The companies whose calls Thomas Chong spoke on are classified in the Communication Services, Consumer Cyclical and Technology sectors.
“Thanks, management, for taking my questions and congratulations on a very solid set of results. My question is, how does management view the margin upside across a different business line?”
“So my question is, as we see BBM top line is 22% double digits in soil growth rate, which is quite impressive compared to many periods in the retail industry. So how should we think about the latest trend for third quarter also when we have relative high base for the same period last year?”
“早上好,谢谢管理层接受我的提问,也恭喜很好的一个 result. 我的问题是关于我们传年的营收还有利润的经营的。 我的问题是关于我们传年的营收还有利润的指引的。 管理层可以分享一下在不同的各个业务线那边我们今年年的营收还有利润的指引。 Hi, good morning. Thanks to management for taking my questions, and congratulations on a very strong set of results.”
“Please go ahead. 另外的话,我们应该怎么去看新业务的一个投入,然后我们怎么去看待今一年从集团层面来看今一年的盈利还有利润率? 谢谢,我来翻译一下 Good evening, thanks management for taking my questions. My first question is, can management comment about second half JD retail margin outlook?”
Jefferies
Analyst
Source not stated
JOYY
Internet Content & Information · Communication Services
JD
Internet Retail · Consumer Cyclical
TCOM
Travel Services · Consumer Cyclical
CMCM
Internet Content & Information · Communication Services
Internet Retail · Consumer Cyclical
BZUN
Internet Retail · Consumer Cyclical
BILI
Internet Content & Information · Communication Services
ZHIHU-W
Internet Content & Information · Communication Services
VIPS
Internet Retail · Consumer Cyclical
BIDU
Internet Content & Information · Communication Services
BIDU-W
Internet Content & Information · Communication Services
SOHU
Electronic Gaming & Multimedia · Communication Services
MOMO
Internet Content & Information · Communication Services
Internet Content & Information · Communication Services
GRAB
Software - Application · Technology
Zhihu Inc. Second Quarter 2026 Financial Results Conference Call
ZHIHU-W
Q1 2026 Baidu Earnings Conference Call
BIDU-W