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    Kelvin Wong

    Senior Analyst at Mica Capital

    Kelvin Wong is a Senior Analyst at Mica Capital, specializing in Asian equities with a particular focus on technology and consumer sectors. He has provided research coverage on companies such as Tencent, Alibaba, Meituan, and Sea Limited, and is known for an impressive investment insight track record, with a documented success rate consistently above 65% and strong outperformance compared to relevant benchmarks, according to independent performance tracking platforms. Joining Mica Capital in 2021, Wong previously worked at leading firms including Credit Suisse and J.P. Morgan, where he developed his expertise in both sector analysis and buy-side advisory. He holds multiple professional credentials including CFA certification and FINRA Series 7 and 63 licenses, reflecting deep technical competence and regulatory proficiency.

    Kelvin Wong's questions to Aurora Mobile (JG) leadership

    Kelvin Wong's questions to Aurora Mobile (JG) leadership • Q2 2025

    Question

    Kelvin Wong of Speaker Capital inquired about the primary factors that drove Aurora Mobile to its first-ever quarterly GAAP net profit in Q2 2025 and asked whether this level of profitability is expected to be sustainable.

    Answer

    CFO Shan-Nen Bong attributed the breakthrough performance to long-term strategic execution, employee contributions, and a dual-engine growth model. He highlighted the overseas flagship product, EngageLab, and the AI agent platform, GPT Bot AI, as key drivers creating synergistic growth. Bong emphasized that these factors are rooted in long-term capability building, expressing confidence in the company's ability to continue on this trajectory.

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    Kelvin Wong's questions to Aurora Mobile (JG) leadership • Q1 2025

    Question

    Kelvin Wong of Spicer Capital asked for the forward-looking guidance on the EngageLab business, highlighting the unprecedented RMB 60 million in new contract value signed in Q1, which brought the cumulative total to over RMB 110 million.

    Answer

    Shan-Nen Bong, CFO of Aurora Mobile, acknowledged the milestone and explained that while replicating a RMB 60 million quarter immediately is unlikely, the achievement validates their ability to secure large, multi-year global contracts. He noted this success, driven by superior products meeting global needs, enhances EngageLab's reputation and signals that future significant wins are attainable as their global presence expands.

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    Kelvin Wong's questions to Aurora Mobile (JG) leadership • Q1 2025

    Question

    Kelvin Wong of Spicer Capital asked for the forward-looking guidance and outlook for the EngageLab business, highlighting the impressive newly signed contract value of over RMB 60 million in Q1.

    Answer

    Shan-Nen Bong, CFO of Aurora Mobile, confirmed the contract value and stated that while repeating such a large win in a single quarter is unlikely in the immediate term, it proves the company's capability to secure major global contracts. He emphasized that this success, driven by superior products meeting global needs, builds momentum and brand recognition, suggesting that similar large quarterly contract wins may not be far off in the future.

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    Kelvin Wong's questions to Aurora Mobile (JG) leadership • Q1 2025

    Question

    Kelvin Wong of Spicer Capital asked for the forward-looking guidance and outlook for the EngageLab business, noting its breakthrough in Q1 with over RMB60 million in newly signed contracts, bringing the cumulative total to RMB110 million.

    Answer

    CFO Shan-Nen Bong confirmed the figures and highlighted that the new contracts were from various international customers, validating their global strategy and product quality. While stating that repeating a RMB60 million quarter in Q2 is unlikely, he expressed confidence that the experience has equipped them to win similar large-scale contracts in the future as their global presence grows.

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    Kelvin Wong's questions to GreenTree Hospitality Group (GHG) leadership

    Kelvin Wong's questions to GreenTree Hospitality Group (GHG) leadership • Q2 2024

    Question

    Kelvin Wong of Mica Capital asked a series of questions covering the broader hotel industry trend, company-specific difficulties, hotel opening cadence, M&A strategy, and future plans for the now-profitable restaurant business, including a potential sale or spin-off.

    Answer

    Executive Alex Xu addressed the questions, stating that while official industry data is pending, GreenTree appears to be outperforming peers. The company's strategy focuses on franchisee profitability and upgrading older properties. The low Q2 hotel openings were due to licensing delays, but the full-year target of ~480 remains on track with a strong pipeline. Xu confirmed a cautious approach to M&A due to past experiences, prioritizing organic growth. For the restaurant business, the plan is conservative growth (~60 new stores) while solidifying the new model, with a long-term possibility of a sale or IPO but no immediate plans.

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