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    Yanfang Jiang • Morgan Stanley

    Yanfang Jiang's questions to Gogoro Inc (GGR) leadership

    Yanfang Jiang's questions to Gogoro Inc (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.

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    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.

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