Sign in

    Yanfang Jiang

    Research Analyst at Morgan Stanley

    Yanfang Jiang is an Equity Analyst at Morgan Stanley specializing in coverage of emerging markets and innovative mobility companies, including Gogoro Inc and Primavera Capital Acquisition Corporation (PGRU). Jiang has participated in earnings calls and research for these companies, contributing sector insights and analyses. Details regarding overall performance track record, formal analyst rankings, or returns generated are not publicly available, but Jiang's research activity reflects focused coverage within technology-driven and mobility sectors. Professional credentials and the precise career path prior to Morgan Stanley are not published in open sources, while FINRA registration specifics have not been identified.

    Yanfang Jiang's questions to Gogoro (GGR) leadership

    Yanfang Jiang's questions to Gogoro (GGR) leadership • Q4 2024

    Question

    Yanfang Jiang from Morgan Stanley inquired about the underlying growth assumptions for Gogoro's profitability targets, the potential catalysts for a return to top-line growth, and the market opportunity for its energy storage and international expansion initiatives.

    Answer

    Executive Bruce Aitken stated that the path to profitability relies on conservative growth assumptions and significant cost controls, not aggressive sales forecasts. Executive Henry Chiang added that future growth will be driven by the stable energy subscription business, a new vehicle product cycle, and the emerging energy storage solutions (ESS) market. Regarding international expansion, management noted it requires policy alignment and strategic partners, with Taiwan remaining the primary market in the near term.

    Ask Fintool Equity Research AI

    Yanfang Jiang's questions to PGRU leadership

    Yanfang Jiang's questions to PGRU leadership • Q4 2023

    Question

    Asked for an update on the FinTech business and its expansion into Malaysia, clarification on whether the 2024 guidance assumes growth in Vietnam and Malaysia, and the long-term strategic view on generative AI as a revenue driver versus an efficiency tool.

    Answer

    The FinTech business will focus on growing market share in Singapore and establishing a presence in Malaysia in 2024. The overall revenue guidance implicitly requires growth from Vietnam in the second half of the year. Generative AI is currently viewed primarily as a tool to drive efficiency and customer engagement to improve the core product, rather than as a direct, separate revenue stream.

    Ask Fintool Equity Research AI