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    Xin Yu

    Director and Equity Research Analyst at Deutsche Bank

    Xin Yu is a Director and Equity Research Analyst at Deutsche Bank, specializing in China property and real estate sector coverage. With a focus on leading companies such as China Vanke, Country Garden, and China Overseas Land & Investment, Xin Yu has built a reputation for delivering actionable investment research and market insights, with a track record recognized by institutional clients. Prior to joining Deutsche Bank in 2021, Xin Yu worked as an analyst at CLSA and also held roles at Credit Suisse, building expertise in property sector analysis and investment advisory. Xin Yu holds multiple professional credentials, including CFA certification and Hong Kong SFC Type 4 and 6 licenses, underscoring a strong foundation in securities research and analysis.

    Xin Yu's questions to VIASAT (VSAT) leadership

    Xin Yu's questions to VIASAT (VSAT) leadership • Q4 2025

    Question

    Edison Yu of Deutsche Bank questioned what Viasat's long-term goal of "playing to win" entails and under what conditions the company might consider monetizing its L-band spectrum directly, given the competitive direct-to-device (D2D) market.

    Answer

    Chairman and CEO Mark Dankberg explained that "winning" means achieving growth through economic competition, delivering superior service levels, and providing non-price value to customers like airlines. Regarding L-band, he emphasized the value of their licensed spectrum for existing safety services and stated the strategy is to foster an open-architecture, standards-based D2D ecosystem through the Mobile Satellite Services Association (MSSA) to avoid customer lock-in and reduce capital intensity via shared infrastructure, rather than direct spectrum monetization.

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    Xin Yu's questions to VIASAT (VSAT) leadership • Q2 2025

    Question

    Xin Yu from Deutsche Bank asked about any external strategic or financial interest in Viasat's Defense and Advanced Technologies (DAT) assets and the company's strategy for monetizing its L-band spectrum in the direct-to-device (D2D) market.

    Answer

    Chairman and CEO Mark Dankberg confirmed Viasat regularly receives inquiries about its assets and is prudently evaluating all alternatives to maximize value, noting there are no structural roadblocks to a potential transaction. Regarding L-band, he explained the focus is on leveraging open standards and multi-tenant infrastructure with partners to serve the D2D market, preserving existing services while adding new capabilities and aiming to keep CapEx down.

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    Xin Yu's questions to Rocket Lab (RKLB) leadership

    Xin Yu's questions to Rocket Lab (RKLB) leadership • Q1 2025

    Question

    Xin Yu asked about the primary challenges facing the recently acquired Mynaric, its potential margin profile, and Rocket Lab's broader M&A strategy, including whether it would consider acquiring distressed operator assets.

    Answer

    CEO Peter Beck identified production as Mynaric's main issue, a core competency for Rocket Lab. CFO Adam Spice projected Mynaric's margins would align with the company's component business, improving with scale. Beck also confirmed that Rocket Lab evaluates a wide range of M&A opportunities, from tuck-in acquisitions to more significant, needle-moving deals, noting the current environment is rich with possibilities.

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    Xin Yu's questions to Rocket Lab (RKLB) leadership • Q4 2024

    Question

    Xin Yu from Deutsche Bank inquired about the change in Neutron's launch timeline from 'mid-2025' to 'second half 2025' and asked what would constitute a successful first mission.

    Answer

    Founder and CEO Sir Peter Beck clarified that the timeline shift is minor, representing only a few months, and is not material. He stated that the definition of success for Neutron's inaugural flight is achieving orbit, acknowledging the difficulty but emphasizing it as the team's clear objective.

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    Xin Yu's questions to Rocket Lab (RKLB) leadership • Q3 2024

    Question

    Edison Yu (Xin Yu) inquired about the competitive context of the new Neutron contract and asked about the strategic role of new COO Frank Klein in scaling the company's manufacturing operations.

    Answer

    CEO Peter Beck described the Neutron agreement as a strategic partnership with a known customer. CFO Adam Spice added that Neutron is entering the market to fill a need for incremental, non-competitive launch capacity. Regarding the new COO, Peter Beck stated that his role is to apply proven production fundamentals to scale both existing high-volume components and future large-scale vehicle manufacturing, leveraging his deep experience from the automotive industry.

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    Xin Yu's questions to Joby Aviation (JOBY) leadership

    Xin Yu's questions to Joby Aviation (JOBY) leadership • Q1 2025

    Question

    Xin Yu from Deutsche Bank asked for a dimensional breakdown of Joby's market paths (commercial vs. DoD) over the next few years and sought clarification on the various terms used for piloted flight testing.

    Answer

    Founder and CEO JoeBen Bevirt discussed the foundational importance of the DoD partnership for gaining operational experience. He noted future DoD opportunities in autonomy and hybrid power. Both he and Executive Chairman Paul Sciarra clarified that terms like 'pilot onboard,' 'inhabited,' and 'piloted' flight all refer to the same achievement.

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    Xin Yu's questions to Adient (ADNT) leadership

    Xin Yu's questions to Adient (ADNT) leadership • Q2 2025

    Question

    Xin Yu from Deutsche Bank asked for the current quarter's mix of business with local Chinese OEMs and sought clarification on whether the $9 million tariff impact in Q2 represented a full quarter's expense.

    Answer

    EVP and CFO Mark Oswald clarified that the local China OEM mix is currently around 40-45% and confirmed the $9 million tariff impact was for the full second quarter. He noted that the gross monthly exposure going forward is estimated at $12 million before mitigation efforts.

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    Xin Yu's questions to AMERICAN AXLE & MANUFACTURING HOLDINGS (AXL) leadership

    Xin Yu's questions to AMERICAN AXLE & MANUFACTURING HOLDINGS (AXL) leadership • Q1 2025

    Question

    Xin Yu of Deutsche Bank asked if General Motors' positive volume outlook for full-size trucks was incorporated into AAM's guidance and how recent macroeconomic and policy volatility has affected the Dowlais transaction process.

    Answer

    EVP and CFO Chris May confirmed that AAM's guidance is underpinned by an assumption of 1.3 to 1.4 million units for GM's full-size truck platform, noting continued strong demand. Chairman and CEO David Dauch stated that policy volatility does not complicate the Dowlais deal, as both companies operate with similar 'buy and build local' strategies and will leverage combined strengths post-acquisition.

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    Xin Yu's questions to AMERICAN AXLE & MANUFACTURING HOLDINGS (AXL) leadership • Q4 2024

    Question

    Xin Yu asked for a strategic perspective on AAM's consolidation approach of 'getting bigger' versus other suppliers breaking up. He also inquired about the reasons for the success of Dowlais's joint venture in China, given the intense local competition.

    Answer

    Chairman and CEO David Dauch reaffirmed his belief that size and scale through consolidation are crucial for navigating market uncertainty and meeting diverse customer needs. Regarding the Dowlais JV in China, he attributed its success to its 35-year history, a strong 'China for China' strategy, a competitive cost structure, and a product portfolio well-aligned with local market demand from both domestic and international OEMs.

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    Xin Yu's questions to DANA (DAN) leadership

    Xin Yu's questions to DANA (DAN) leadership • Q1 2025

    Question

    Xin Yu from Deutsche Bank asked for specifics on Dana's tariff exposure, the expected timeline for cost recovery, and whether the company anticipates recovering 100% of the impact. He also sought clarity on the mechanics of the tariff calculations, particularly regarding USMCA compliance.

    Answer

    SVP and CFO Timothy Kraus stated that Dana expects a recovery lag of less than one quarter and aims to recover 100% of tariff costs, with processes already established with major customers. Chairman and CEO R. McDonald clarified that the commercial vehicle and off-highway businesses face minimal recovery risk, and steel/aluminum tariffs will be handled through existing index-based agreements. He emphasized the tariff rules are complex and do not apply uniformly across all products.

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    Xin Yu's questions to Tesla (TSLA) leadership

    Xin Yu's questions to Tesla (TSLA) leadership • Q1 2025

    Question

    Xin Yu asked about the envisioned supply chain for the Optimus robot given its rapid projected ramp-up and geopolitical tariff risks. He also asked about the initial scale of the robotaxi launch in Austin.

    Answer

    CEO Elon Musk stated that while the Optimus supply chain is still being determined, Tesla has already taken significant steps to localize supply chains more than any competitor. Regarding the robotaxi launch, Musk said the initial fleet might be 10-20 vehicles, which will be monitored closely before scaling rapidly, and confirmed customers could request an autonomous ride in Austin by late June or July.

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    Xin Yu's questions to AUTOLIV (ALV) leadership

    Xin Yu's questions to AUTOLIV (ALV) leadership • Q1 2025

    Question

    Xin Yu asked about the speed of recovering tariff-related costs from customers and whether that pace could be maintained. He also inquired about Autoliv's readiness to implement automation in the U.S. based on its experience in other regions.

    Answer

    CEO Mikael Bratt explained that tariff cost recovery is much faster than general inflation negotiations because the costs are clear, specific, and easier to document, giving him confidence in continuing this intra-quarter recovery. Regarding automation, he stated the challenge is not the 'how' but the 'if,' emphasizing that a stable, predictable environment is needed to build a business case for any potential capacity relocation to the U.S.

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    Xin Yu's questions to AUTOLIV (ALV) leadership • Q1 2025

    Question

    Xin Yu, also known as Edison Yu, asked about the speed of passing on tariff-related costs and whether Autoliv has a playbook for implementing automation in the U.S. based on its experience in China, should production need to be relocated.

    Answer

    CEO Mikael Bratt explained that passing on tariff costs is much faster than negotiating for inflation because the costs are 'clear and obvious,' allowing for quicker recovery. Regarding automation, he stated that the primary challenge is not the process of establishing capacity in the U.S., but rather the business case, which requires a stable and predictable tariff environment to justify the investment.

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    Xin Yu's questions to Telesat (TSAT) leadership

    Xin Yu's questions to Telesat (TSAT) leadership • Q4 2024

    Question

    Xin Yu of TD Securities asked about the specific nature of the "tectonic shifts" in geopolitics driving demand and sought to quantify the potential growth of the Telesat Lightspeed backlog.

    Answer

    President and CEO Daniel Goldberg explained that geopolitical shifts have made sovereign national security requirements more concrete and immediate, with a greater focus on defense spending and supplier diversity from governments like Canada. He stated that while the LEO backlog is currently around CAD 600 million, he expects it could surpass the GEO backlog of CAD 1.1 billion by the end of 2025, contingent on closing deals in the pipeline.

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    Xin Yu's questions to Telesat (TSAT) leadership • Q3 2024

    Question

    Xin Yu asked about the drivers for the implied Q4 guidance step-down, sought an update on the legal dispute with Shaw, and inquired about the mix of customer discussions across different verticals for Lightspeed.

    Answer

    CEO Dan Goldberg confirmed the primary driver for the Q4 top-line step-down is the re-rated EchoStar contract, which began in early October. On the Shaw dispute, he stated Telesat has filed a lawsuit seeking approximately $45 million in damages for non-payment and the case is proceeding. Regarding customer engagement, Goldberg described a 'sea change' in discussions across all key verticals (aero, maritime, government, backhaul) since Lightspeed's funding was secured, and noted that Telesat will begin disclosing LEO backlog in the new year.

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    Xin Yu's questions to Planet Labs PBC (PL) leadership

    Xin Yu's questions to Planet Labs PBC (PL) leadership • Q4 2025

    Question

    Xin Yu inquired about the monetization strategy for the AI partnership with Anthropic and how Planet intends to generate significant revenue from it.

    Answer

    CEO William Marshall stated that the near-term monetization focus is on existing AI-enabled solutions like Maritime Domain Awareness (MDA), which already generate revenue. He described the foundational model work with Anthropic as more experimental but a key accelerant that can speed up time-to-value for existing customers and attract new clients who lack geospatial expertise.

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    Xin Yu's questions to Strata Critical Medical (BLDE) leadership

    Xin Yu's questions to Strata Critical Medical (BLDE) leadership • Q4 2024

    Question

    Xin Yu of Deutsche Bank asked for details on the expected ramp-up time for eVTOL aircraft, including familiarization and ownership models. He also inquired about the magnitude of profitability improvement in Blade's European operations following its restructuring.

    Answer

    Founder & CEO Rob Wiesenthal outlined a 'cohabitation phase' where helicopters and eVTOLs will coexist. He described two potential models: enabling Blade's current operating partners to purchase eVTOLs backed by Blade's capacity agreements, or having OEMs own and operate the aircraft for Blade. Chief Financial Officer Will Heyburn added that the European restructuring involved removing 'several million dollars of hard cost,' which is a significant driver of the expected low to mid-single-digit million dollar improvement in 2025 Passenger segment adjusted EBITDA.

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    Xin Yu's questions to Iridium Communications (IRDM) leadership

    Xin Yu's questions to Iridium Communications (IRDM) leadership • Q4 2024

    Question

    Xin Yu of Deutsche Bank inquired about Iridium's perspective on the competitive landscape, particularly regarding Starlink and other D2D (Direct-to-Device) players, and whether recent developments alter Iridium's strategy. He also asked about the long-term possibility of partnering to offload the CapEx for a next-generation constellation.

    Answer

    CEO Matt Desch stated that recent competitive moves were anticipated and that Iridium's D2D offering is complementary, not competitive, in a market where mobile operators seek multiple solutions. Regarding a future constellation, he explained that while they are open to ideas like partnerships, owning their technology and spectrum is a key advantage for maintaining high margins, and any major CapEx decisions are for the next decade.

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    Xin Yu's questions to Mobileye Global (MBLY) leadership

    Xin Yu's questions to Mobileye Global (MBLY) leadership • Q4 2024

    Question

    Xin Yu of Deutsche Bank inquired about any interesting learnings from recent AI developments like Sora and whether there is increased urgency from robotaxi operators like Lyft to accelerate deployment.

    Answer

    CEO Amnon Shashua noted that while certain technical aspects like the GRPO reinforcement learning method are interesting, the main takeaway is the validation of Mobileye's own focus on engineering efficiency. Executive Daniel Galves confirmed a 'revival' in the robotaxi opportunity and a sense of urgency from partners, driven largely by the market success of competitors like Waymo.

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    Xin Yu's questions to Intuitive Machines (LUNR) leadership

    Xin Yu's questions to Intuitive Machines (LUNR) leadership • Q3 2024

    Question

    Xin Yu from Deutsche Bank asked for commentary on the potential impact of a new political administration on the space industry and questioned what constitutes Intuitive Machines' specific competitive advantage for the LTV contract.

    Answer

    CEO Steve Altemus stated he expects continued bipartisan support for lunar exploration and believes the role of commercial partners will be strengthened. He explained that Intuitive Machines' key LTV advantage is its unique, fully integrated service offering, which includes delivery, data transmission, and autonomous operations on the lunar surface, a capability no other competitor possesses.

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    Xin Yu's questions to Archer Aviation (ACHR) leadership

    Xin Yu's questions to Archer Aviation (ACHR) leadership • Q3 2024

    Question

    Xin Yu from Deutsche Bank asked for an updated timeline on the first piloted flight, confirmation that the production aircraft meets all performance metrics, and the size of the pre-delivery payment from the new Japan order.

    Answer

    Chief Operating Officer Thomas Muniz stated they are 'getting really close' to the first piloted flight of the type design aircraft but declined to give a specific date, citing safety as the priority. He confirmed this aircraft is designed to meet commercial launch specifications, including carrying a pilot and four passengers. CEO Adam Goldstein disclosed that the initial pre-delivery payment from the Japan Airlines and Sumitomo joint venture was $1 million.

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    Xin Yu's questions to Momentus (MNTS) leadership

    Xin Yu's questions to Momentus (MNTS) leadership • Q3 2023

    Question

    Inquired about the progress and credibility of the M-1000 satellite bus, the reasons for the recent acceleration in contract signings, and the company's outlook on future growth.

    Answer

    The M-1000 bus leverages the flight heritage of the Vigoride vehicle, which gives it credibility, and it is receiving positive customer interest. The recent contract momentum is attributed to the company's growing flight heritage from deploying 18 satellites, which builds customer confidence. The company is optimistic about future growth, with a full manifest for the next mission and active marketing for 2024 flights.

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