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    Jessie Xu

    Research Analyst at Deutsche Bank

    Jessie Xu is an analyst at Deutsche Bank specializing in equity research, with notable coverage of companies such as PDD Holdings, where she has made influential rating adjustments including a recent downgrade to Hold. She is recognized for her detailed sector analysis and data-driven investment calls, supporting the bank’s clients with actionable insights. Xu’s career trajectory includes her current tenure at Deutsche Bank, though previous firm details and specific quantitative performance metrics remain limited based on available public profiles. Her professional credentials and securities licenses are not explicitly listed, but her position as an analyst at a major investment bank implies registration with regulatory bodies such as FINRA.

    Jessie Xu's questions to BingEx (FLX) leadership

    Jessie Xu's questions to BingEx (FLX) leadership • Q1 2025

    Question

    Jessie Xu inquired about the competitive landscape affecting order volume trends and the reasons for the divergence between improving gross margins and slightly decreasing operating margins.

    Answer

    CFO Luke Tang addressed the questions, stating that FlashEx's focus on its premium, on-demand dedicated courier model provides a strong competitive edge, leading to a narrowing decline in order volume. He explained that the margin dynamics reflect strategic priorities, including focusing on core customers and leveraging AI to boost efficiency, which supports long-term sustainable growth despite short-term investments.

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    Jessie Xu's questions to BingEx (FLX) leadership • Q4 2024

    Question

    Jessie Xu of Deutsche Bank inquired about the current operating environment, asking if management has observed any changes year-to-date due to policy stimulus and consumer sentiment. She also asked for the company's 2025 outlook regarding order volume, revenue, margins, and key growth drivers.

    Answer

    Executive Peng Xue (Adam) responded, noting that government initiatives have strengthened consumer confidence and driven on-demand delivery volumes. He outlined FlashEx's strategy to capitalize on this by optimizing operational processes with big data and DeepSeek, enhancing the user experience, and implementing a category-driven strategy to create a differentiated service for specific product types.

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    Jessie Xu's questions to BingEx (FLX) leadership • Q3 2024

    Question

    Jessie Xu inquired about the moderation in Q3 order volume growth, seeking management's perspective on the impact of the macroeconomic environment and industry competition. She also asked for details on the cost efficiency measures that led to improved margins and the potential for future upside.

    Answer

    CFO Le Tang attributed the slight revenue decline to a strategic shift towards business users and expansion in lower-tier cities, which temporarily impacted the average selling price. He noted a moderate recovery in the new retail industry. Executive Peng Xue stated that BingEx's one-to-one delivery model provides a differentiated service, and that the company's strong brand recognition minimizes marketing spend. He added that future profitability will be driven by revenue growth and scale, which improves rider efficiency and gross margin.

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