Investor Sentiment on Online Travel Agencies Somewhat Negative
James Lee is a Managing Director at Mizuho Securities USA LLC and covers U.S. and China internet with a focus on the convergence of online and mobile, the migration of advertising to digital and the emergence of mobile messaging and voice search. He has pioneered a product-case-studies approach in assessing the fundamentals of internet companies and internet trends globally, working with leading industry practitioners to extrapolate leading indicators for investment analysis. Mr. Lee’s industry calls span across key topics such as advertising, commerce, mobile messaging and Asia versus U.S. business models. He has strong relationships with companies/industry contacts in Asia and periodically hosts events between management teams and investors in the U.S./Asia. Mr. Lee has received recognitions from various surveys, including Institutional Investor, StarMine, Forbes and South Morning Post. Prior to Mizuho, he was affiliated with CLSA, Fidelity Investments, UBS, Oppenheimer and WR Hambrecht. Profile
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TWST: Please give us a snapshot of your coverage universe to get started.
Mr. Lee: I cover both the U.S. and China internet space. The basic