Coupang: Taking Amazon's Market Share at All Cost Strategy (Coupang's 2015 Financials Are Out)
Coupang's 2015 financials came out today. This is perhaps the most awaited financials among private companies in Korea. As one of the largest...
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SKT/CJ Hellovision Merger Decision Hangs in the Balance
We had expected the W1tr ($850m) Sk Telecom (SKT) / Cj Hellovision Co Ltd (CJH) merger to have been consummated by now. We wrote about the merger...
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Coupang: Fastest Growing E-Commerce Company in the World
Coupang is perhaps the fastest growing E-commerce company in the world. We highlight five special sauces of what makes Coupang great. Ultra...
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Commonality of Our Coverage
In this report, we provide an overview of our coverage in the Korean equity space which we have been highlighting in the past three months. There...
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SKT-CHJ Merger Has A Positive Impact on KT Skylife
This is my follow-up report on KT Skylife (053210).* My previous report was published on January 21. (KT Skylife (053210): Biggest Beneficiary of...
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