Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 25 years of experience in analyzing hundreds of companies, especially in Asia. Deep expertise in the following sectors:
- Technology (E-commerce, SaaS, Internet)
- Consumer 
- Special Situations/Deep Value Plays
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

Emart: A Turnaround Story With Improvement in Profit Margins

Coupang: Four Major Factors to Drive Higher Profit Margins in 2022

A Pair Trade Between Emart & Coupang (Potential End of Mandatory Shut Down Rules for Hypermarkets)

The Blockchain Delusion. A (Mostly) Bearish Investment Thesis.

Equity Bottom-Up

<ul>
<li>In this insight, we discuss an update of pair trade between Emart (long) and Coupang (short). </li>
<li>Back on 1 August 2022, we recommended a pair trade between E Mart Inc (139480 KS) (long) and Coupang (CPNG US) (short).</li>
<li>This pair trade has worked well in the past five months and we continue to like this pair trade (long Emart and short Coupang).</li>
</ul>


In this insight, we discuss an update of pair trade between Emart (long) and Coupang (short). 
Back on 1 August 2022, we recommended a pair trade between E Mart Inc (139480 KS) (long) and Coupang (CPNG US) (short).
This pair trade has worked well in the past five months and we continue to like this pair trade (long Emart and short Coupang).


An Update to Our Pair Trade Between Emart & Coupang