Coupang: Fastest Growing E-Commerce Company in the World
Coupang is perhaps the fastest growing E-commerce company in the world. We highlight five special sauces of what makes Coupang great. Ultra...
621 Views
Commonality of Our Coverage
In this report, we provide an overview of our coverage in the Korean equity space which we have been highlighting in the past three months. There...
342 Views
Value Investing at Its Core (NS Shopping - 138250KS)
NS Shopping represents value investing at its core. It is an unfairly cheap stock with base case 47% upside from current levels. (Trading at 3.8x...
2.5k Views
CJ O Shopping (035760) For Sale? Why?
For now, CJ officially denied to sell CJ O Shopping (035760). Now, the question is why the talk of possible sale of CJ O Shopping came out in the...
978 Views
Korea Telcos Struggle as Competitive Intensity Rises. 5G Not an Opportunity (Yet).
In the last set of results from the Korean operators (2Q19), we can now see the impact 5G is having on the market. It is not positive! Only 2% of...
601 Views