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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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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Update on Shinsegae Intercos JV
This is an update on the Shinsegae Intercos JV, a 50:50 joint venture between Shinsegae International Co (031430 KS) and Intercos Group...
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