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    Yijia Zhai

    Research Analyst at UBS Group AG

    Yijia Zhai is an Analyst at UBS Securities Japan Co. Ltd., specializing in equity research with coverage in sectors that include technology and media, having actively covered companies such as LY Corp. and participated in earnings call discussions. With previous experience as an Analyst at Macquarie Capital Securities, Zhai has a track record of providing impactful analysis, although public performance metrics such as success rates or specific investment returns are not currently available. Zhai’s professional journey includes a focus on Japanese market equities and demonstrates expertise in company-specific research within the region since joining UBS Securities Japan after tenure at Macquarie. While detailed credentials such as securities licenses or FINRA registration were not explicitly found, Zhai’s established analyst roles at leading investment banks underscore strong industry qualifications.

    Yijia Zhai's questions to Yahoo! Japan (YAHOY) leadership

    Yijia Zhai's questions to Yahoo! Japan (YAHOY) leadership • Q4 2024

    Question

    Yijia Zhai requested details on the monetization methods for LINE MINI Apps and their potential linkage to AI agents, and also asked about the timing and target valuation for the PayPay IPO.

    Answer

    Executive Yuki Ikehata explained that LINE MINI App monetization will include in-app purchases, subscriptions, and advertising, while also indirectly boosting LINE Official Account ad revenue. He noted MINI Apps are key to the AI strategy by bringing local business content onto the platform for conversion. An executive declined to provide specifics on the PayPay IPO's timing or valuation, stating that preparations are still underway.

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    Yijia Zhai's questions to Yahoo! Japan (YAHOY) leadership • Q3 2024

    Question

    Yijia Zhai requested the specific contribution of the hometown tax initiative to the Commerce segment's GMV growth and asked for a breakdown of the drivers for the Strategic Business's strong EBITDA, questioning the balance between revenue growth and cost management.

    Answer

    Makoto Hide, CEO of Commerce Company, clarified that the Yahoo! JAPAN Hometown Tax contributed approximately 1% to 1.5% of the 9.5% GMV growth in Yahoo! Shopping. He also explained that the Strategic Business's EBITDA outperformance was driven equally by both strong revenue from successful campaigns and significant cost control improvements, particularly from reducing outsourcing expenses.

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