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    Ethan Zhang

    China Technology and Telecom research analyst at Nomura Holdings, Inc.

    Ethan Zhang is a China Technology and Telecom research analyst at Nomura Holdings, Inc., specializing in coverage of China’s technology sector with a focus on areas such as AI, telecommunications, and auto-related technology markets. He covers major Chinese technology companies participating in AI-driven growth, providing insight on trends shaping enterprise and consumer innovations in the region, though specific performance metrics, TipRanks rankings, and individual company names are not publicly reported. Zhang has established himself as a sector specialist within Nomura since at least 2023, though earlier career details and prior employers are not available. Information about his securities licenses, FINRA registration, and additional professional credentials could not be confirmed from publicly available sources.

    Ethan Zhang's questions to NaaS Technology (NAAS) leadership

    Ethan Zhang's questions to NaaS Technology (NAAS) leadership • Q3 2024

    Question

    Ethan Zhang from Nomura asked what factors contributed to NaaS's significant, above-average growth in charger connections and how the company is positioning itself as a leader in China's EV charging network.

    Answer

    CFO Steven Sim attributed the 49% year-over-year increase in charger connections to three main factors: 1) technological innovation, particularly the AI-powered NEF system for optimizing station site selection; 2) strategic partnerships for rapid network expansion; and 3) enhanced operating efficiency, which makes the NaaS network more attractive to charging operators. He stated that this combination of smart technology and strong partnerships solidifies NaaS's leadership by creating a more reliable and efficient charging experience for users.

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    Ethan Zhang's questions to NaaS Technology (NAAS) leadership • Q2 2024

    Question

    Ethan Zhang from Nomura asked about NaaS's strategic positioning within the rapidly growing autonomous driving and robotaxi sector in China.

    Answer

    Alex Wu, President and CFO, outlined that NaaS is well-positioned to capitalize on this trend. He emphasized that the company's autonomous charging robot, which utilizes deep learning, V2X, and 3D vision, was specifically designed for driverless scenarios. Wu added that NaaS's extensive OEM partnerships and AI algorithms could help optimize charging operations for robotaxi fleets and assist in identifying optimal locations for new charging infrastructure, placing the company at the forefront of this new era.

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    Ethan Zhang's questions to NaaS Technology (NAAS) leadership • Q2 2024

    Question

    Ethan Zhang from Nomura asked about NaaS's strategic positioning within the rapidly growing autonomous driving and robotaxi sector in China.

    Answer

    Alex Wu, President and CFO, detailed that NaaS is well-positioned due to its extensive OEM partnerships, providing deep access to smart EV operating systems. He noted that NaaS's AI algorithms can optimize charging for robotaxi fleets and help identify ideal charging infrastructure locations. Mr. Wu emphasized that the company's autonomous charging robot, equipped with core technologies like deep learning and V2X, was specifically designed for a driverless future and is ready to facilitate charging in an autonomous environment.

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    Ethan Zhang's questions to NaaS Technology (NAAS) leadership • Q1 2024

    Question

    Ethan Zhang from Nomura asked about the outlook for gross and net take rates, the business synergies with parent company Newlink Group, and sought confirmation on the path to EBIT breakeven by year-end.

    Answer

    President & CFO Alex Wu projected continued improvement in GTR and NTR, citing increased bargaining power and AI-driven subsidy optimization. CSO Vivian Wu Ye detailed synergies with parent Newlink Group, including financial resources, organic user conversion, and shared cost structures. Alex Wu reaffirmed the goal of achieving monthly EBIT breakeven by year-end, driven by positive net take rates, growing gross profit from Energy Solutions, and disciplined overhead control.

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    Ethan Zhang's questions to NaaS Technology (NAAS) leadership • Q1 2024

    Question

    Asked about the outlook for take rates, synergies with the parent company Newlink Group, and for confirmation and details on the path to achieving EBIT breakeven by year-end.

    Answer

    Take rates are at historic highs and expected to improve further. Synergies with parent company Newlink provide financial resources, organic user growth, and cost-sharing. The company confirmed its target of reaching monthly EBIT breakeven by year-end, driven by growing gross profit and disciplined overhead control.

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