Founder/CEO of ROK Advisory, ROK Advisory LLC

Ken S. Kim

24 yrs on sell side and buyside.  General investment perspective is that few companies are great allocators of capital

Founder/CEO of ROK Advisory

Big Stock Swaps Between Naver & 3 CJ Group Companies - Why?

Amazon and SK Telecom's 11st Close to Forming a Strategic Partnership

Major Highlights of SK Telecom's 3Q 2020 Earnings Conference Call

ROK Advisory LLC

ROK is an independent research advisory firm. We guide you to minimize the information gap between foreign and local investors in Northeast Asia with a focus in Korea, Taiwan and Japan.

Independent Research Advisory Firm

Equity Bottom-Up

<div>While the details are scarce, local press is reporting that SKT and AMZN has been in talks for more than a year and would allow really an export/import biz on both of their channels (ie Korean products to be bought by US consumers and US products to be bought thru 11th St (SK's ecommerce portal) for Koreans. </div><div></div><div>This can't be good for the ecommerce players in Korea.  In the US, if you hear that AMZN is coming in whatever business, the whole sector falls.   Is Naver next? </div>

While the details are scarce, local press is reporting that SKT and AMZN has been in talks for more than a year and would allow really an export/import biz on both of their channels (ie Korean products to be bought by US consumers and US products to be bought thru 11th St (SK's ecommerce portal) for Koreans. This can't be good for the ecommerce players in Korea.  In the US, if you hear that AMZN is coming in whatever business, the whole sector falls.   Is Naver next? 

AMZN, 한국 진출 - &quot;우리는 참여하기 위해 온 게 아니라, 점령하기 위해 온 거야!&quot;

Amazon

AMZN, 한국 진출 - &quot;우리는 참여하기 위해 온 게 아니라, 점령하기 위해 온 거야!&quot;

AMZN, 한국 진출 - "우리는 참여하기 위해 온 게 아니라, 점령하기 위해 온 거야!"