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    Nelson Chang

    Research Analyst at Citi

    No publicly available information could be located confirming the existence of Nelson Chang as an analyst at Citi, including a LinkedIn profile, coverage universe, performance track record, career timeline, or professional credentials. Extensive review of search results and commonly available professional and financial directories did not return relevant data substantiating this individual's role or career at Citi or elsewhere in finance.

    Nelson Chang's questions to PGRU leadership

    Nelson Chang's questions to PGRU leadership • Q3 2023

    Question

    Inquired about the expected timing of the industry recovery in 2024, potential competitive threats from new market entrants, and the company's plans for capital allocation and use of its cash position.

    Answer

    Management expects Vietnam's recovery closer to mid-2024, while Singapore remains healthy and Malaysia faces a price disconnect. They noted Vietnam's revenue could rebound quickly once confidence returns. On competition, they see no immediate major threats and are investing in AI and data to maintain their lead. Regarding cash, the focus is on M&A in data, fintech, and home services, though finding suitable targets at reasonable valuations has been challenging.

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