China Starts to Loosen Its Ban on Group Tours to Korea: Turn Positive on Beaten Down THAAD Stocks
China has started to loosen its ban on the group tours to Korea. It was reported in the local Korean press that group tour packages advertisements...
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A Visit to Emart's Starfield Goyang MegaMall
In the midst of North Korea firing missiles and testing for nuclear weapons, people in South Korea are still shopping and living their regular...
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Coupang Borrows 300 Billion Won from Goldman Sachs SSG
It was reported in the local Korean media that Coupang borrowed 300 billion won (US$267 million) from Goldman Sachs SSG (Special Situations...
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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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