Korea E-Commerce:Â Trends, Strategy and Business Models
I recently took a trip to Korea to meet with some of the major e-commerce participants in Korea. Â To summarize, the trip solidified my view of...
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Coupang's 2016 Results Are Disappointing - It Is Now in a Double Bind
Coupang, Korea's largest social commerce business and Asia's most prominent unicorn company posted sales of â‚©1.9tril, up 73% YoY, with â‚©565.2bil in...
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The Week That Was in NorthAsia@Smartkarma - Pearls, Galaxy S8, and Okinawa
Japan: New Street Research wrote some great research on Softbank Group Corp (9984 JP) called Softbank 2.0 Is Coming But, for Now, Upside Is Driven...
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Korea Consumer: Are Hypermarkets a Dying Breed? On the Ground in Seoul.
Hypermarkets in Korea experienced a golden age of growth driven by strong SSSg trend and store expansion through 2011. Â In 2012, the Korean...
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Alpha Generation from Share Buybacks in Korea (2017 YTD)
In this report, we have identified 26 stocks in the Korean stock market that have announced share buyback programs so far in 2017. These stocks...
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