Coupang - Alibaba to the Rescue?
It has been reported in numerous local Korean media in recent days that Alibaba (through its affiliate Alipay) may be ready to invest a significant...
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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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Company Visit: Gwangju Shinsegae(037710.KS)
We recently visited Gwangjushinsegae Co Ltd (037710 KS) with a market cap of W396 billion, located in Gwangju in the southwest of Korea. Gwangju...
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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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Visit to Newly Opened Pottery Barn and West Elm in Hyundai City Mall in Seoul
We recently visited Pottery Barn, Pottery Barn Kids, and West Elm home furnishing stores in the Hyundai City Mall in Moonjeongdong, located in the...
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