Will Alibaba Acquire Ebay Korea?
In early March, it was reported that Ebay Korea is up for sale. Ebay Inc (EBAY US) owns a 100% stake in Ebay Korea, which owns the Gmarket and...
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Holdcos: Charts Amongst The Carnage. Part 1. Japan & Korea
This week's two-part Holdco overview is chock-full of charts, covering the performance of all 566 stubs in my stub monitor, across all countries,...
676 Views
Recent Data of Coupang, SoBank VF AI Initiative & Emart Crisis
I have to admit that I was wrong about Coupang. I used to believe that SoBank-backed Coupang was playing a very dangerous money game. But it is now...
619 Views
Emart Crisis: Huge Recap & Industry Consolidation
Emart's share buyback can be played out both ways. We don't know it yet. What's really important is a huge recap that will provide Emart with...
716 Views
Korea M&A Spotlight: AB InBev Is Selling OB Beer Business (Buy High & Sell Higher?)
On July 28th, a local Korean business newspaper Hankyung mentioned that Anheuser Busch Inbev Sa/Nv (ABI BB) is putting OB Beer business in South...
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