ENTITY
Coupang

Coupang (CPNG US)

221
Analysis
Consumer DiscretionarySouth Korea
Coupang, Inc. operates as an e-commerce company. The Company offers dynamic end-to-end e-commerce and logistic solutions. Coupang serves customers worldwide.
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bearishCoupang
22 Jan 2024 20:00

Temu and AliExpress Taking Away Meaningful Market Share from Coupang in Korea

In this insight, we discuss how Temu and AliExpress have been taking away meaningful market share away from Coupang (CPNG US) in Korea in the past...

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bearishCoupang
22 Dec 2023 10:11

[Coupang Inc. (CPNG US, SELL, TP US$14.1) TP Change]: Farfetch May Glitter, but It Isn’t Gold

​CPNG saves Farfetch from default with a bridge loan, acquiring the business and its debt. Achieving profitability will require layoffs and...

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bearishCoupang
20 Jun 2023 13:46

Coupang(CPNG US, SELL, TP US$15.1) Rating Change: Facing More Competition from AliExpress,DG to Sell

AliExpress has prioritized South Korea. We expect AliExpress’ South Korea GMV to increase 150%~ YoY to about US 1bn in 2023, or about 3% of Coupang’s.

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bullishCoupang
01 Nov 2023 10:31

Coupang Inc.: Initiation of Coverage – Business Strategy

This is our first report on South Korean e-commerce giant, Coupang Inc. The company delivered an all-around beat in the most recent quarterly...

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bearishCoupang
10 Aug 2023 07:43

[Coupang (CPNG US, SELL, TP US$14.4) TP Change]: Margin Beat Due to Higher 3P Spend on Ads and FLC

Given improved product commerce profitability, we raise our TP to US$ 14.4, but maintain SELL to reflect the impact of China e-commerce on CPNG.

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