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    Aashi Shah

    Research Analyst at Sidoti & Company, LLC

    Aashi Shah is an Equity Research Analyst at Sidoti & Company, LLC, specializing in small- to mid-cap U.S. equities. She covers companies such as Sify Technologies and Perfect Corp., delivering detailed sector and company-specific analysis for institutional clients. Since joining Sidoti & Company in New York City, she has contributed research that evaluates company performance and sector trends, focusing on revenue drivers and financial outcomes. Aashi Shah’s professional credentials and performance metrics are not publicly detailed, but her work supports client decisions through in-depth fundamental research and direct engagement with senior management teams.

    Aashi Shah's questions to Perfect (PERF) leadership

    Aashi Shah's questions to Perfect (PERF) leadership • Q1 2025

    Question

    Aashi Shah inquired about the competitive landscape in the shoe and handbag markets following the Wanna acquisition, the reasons for the recent churn in B2B Key Brand Customers, and the company's capital allocation strategy for its large cash balance.

    Answer

    EVP & CSO Pin-Jen Chen (Louis) stated that Wanna is a leader in the shoe market and has the best solution for bags with few significant competitors. He clarified that recent B2B churn was among medium-sized clients due to their own financial pressures, not competitive losses. Regarding capital, he noted that holding cash is prudent, with the current priority being organic growth through R&D and marketing investment, while M&A remains a selective option.

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    Aashi Shah's questions to Perfect (PERF) leadership • Q3 2024

    Question

    Aashi Shah inquired about the revenue growth breakdown for the B2B versus B2C segments within AI solutions and asked for any preliminary outlook on the growth rate for the upcoming year.

    Answer

    Executive Vice President and Chief Strategy Officer, Pin-Jen Chen, responded that the B2C business demonstrated a faster growth rate than B2B in the recent quarter, noting that the B2B market rebound is taking more time. He stated that guidance for the next year is currently being developed and is expected to be shared towards the end of the year.

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    Aashi Shah's questions to Perfect (PERF) leadership • Q2 2024

    Question

    Aashi Shah asked for details on the monthly active subscriber base, including the mix of new versus existing users and churn rates, and requested a ranking of new categories by their potential for revenue growth in the second half of 2024.

    Answer

    EVP & CSO Pin-Jen Chen explained that new subscribers typically choose annual plans, indicating high engagement, but did not disclose specific churn rates. He noted that growth is broad-based across 15-20 countries. For category growth, he highlighted strong momentum in skincare, continued maturity in the large makeup segment, and very promising growth in jewelry and watches. He identified skincare and the B2C consumer app as key financial contributors for the near term.

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    Aashi Shah's questions to Beneficient (BENF) leadership

    Aashi Shah's questions to Beneficient (BENF) leadership • Q3 2025

    Question

    Aashi Shah from Sidoti & Company, LLC asked about the expected timeline for a pickup in liquidity transactions and the potential upside or downside factors. She also requested details on the performance of the underlying alternative asset collateral portfolio, particularly regarding distribution activity and its impact on the company's outlook.

    Answer

    CEO and Chairman Brad Heppner stated that the timeline for an uptick in liquidity transactions is tied to the final approval of the BCH transaction, which requires proxy votes. Regarding portfolio performance, he noted that in fiscal Q3, unrealized appreciation of around 7% was offset by a similar level of distributions. He expressed an expectation for distribution rates to increase through 2025, driven by more realization events in a positive U.S. capital markets environment.

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