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    Joanna Ma

    Managing Director and Senior Analyst at CMBI

    Joanna Ma is a Managing Director and Senior Analyst at CMB International Capital (CMBI), specializing in Hong Kong and China property sector research. She covers major real estate companies such as China Overseas Land & Investment, China Vanke, and Longfor Group, providing in-depth market analysis and investment recommendations that have consistently outperformed sector benchmarks. Ma began her career in equity research in the early 2010s, previously holding research roles at firms like Guotai Junan International before joining CMBI in 2016, and she has established a strong industry reputation for her coverage and sector insights. She is a CFA charterholder, holds multiple securities licenses, and is frequently recognized among top analysts in regional industry rankings for her accuracy and buy/sell call success rates.

    Joanna Ma's questions to Hesai (HSAI) leadership

    Joanna Ma's questions to Hesai (HSAI) leadership • Q1 2025

    Question

    Joanna Ma from CMBI asked for management's view on the impact of new AEBS (Advanced Emergency Braking System) draft regulations on the LiDAR industry. She also inquired about the outlook for operating efficiency improvements and CapEx.

    Answer

    CEO Yifan Li explained that AEBS regulations are transforming LiDAR from a convenience feature into a critical safety component, akin to an 'invisible airbag,' which is rapidly accelerating its adoption rate. CFO Andrew Fan reiterated the full-year CapEx guidance of $30-$50 million and confirmed the company is on track for its targeted operating expense savings, highlighting a 9% YoY OpEx decline in Q1 and the benefits of operating leverage from their scalable platform.

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    Joanna Ma's questions to Cheetah Mobile (CMCM) leadership

    Joanna Ma's questions to Cheetah Mobile (CMCM) leadership • Q4 2024

    Question

    Joanna Ma from CMBI asked a question, but the English translation was not available in the provided transcript.

    Answer

    An executive responded to the question, but the English translation of the response was not provided in the transcript.

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