Alibaba Vs. Amazon in Korea
There are increasing indications that suggest that Alibaba and Amazon, the two largest e-commerce companies in the world, are ready to enter the...
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Revisiting Our Basket of Amazon Related Shorts in the Korean Retail Sector
In this report, we revisit our basket of Amazon related shorts in the Korean retail sector. On July 7th, we recommended going negative on a basket...
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Korean CVS Companies' Forays into Iran and Vietnam Signal Intensified Competition Domestically
Faced with the market saturationĀ of the convenience store market in Korea, Gs Retail Co Ltd (007070 KS) and Bgf Retail Co Ltd (027410 KS) announced...
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The FTC Is Investigating AmorePacific
Amorepacific Corp (090430 KS) is having some tough times. A year ago, the THAAD conflict between China and South Korea started to rattle the...
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Amazon Ready to Start E-Commerce Service in Korea: Biggest Event in the Korean Retail Sector in 2017
We believe that Amazon is ready to start the e-commerce service in Korea after more than a decade of waiting. Although the company has yet to...
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