Another View on Coupang's 2015 Financials and Possible Future Scenario
Coupang (wholly owned by Forward Ventures) announced its 2015 financial performance yesterday.: For the specific details of Coupang's financials,...
271 Views
NHN Entertainment Invests in Ticket Monster - Implications for Softbank and Softbank-Backed Coupang
Surprisingly, NHN Entertainment (which was spun off from Naver in 2013) made USD40m investment in Ticket Monster (one of the three major social...
231 Views
Container Shipping Industry Last Few Weeks Factoring in Doomsday
My updates back in December to reiterate the negative in containers (and bulk) and anticipated a weak 2016, to be sure. But in recent weeks it...
200 Views
McDonald's Japan: Restructuring Event Coming But Don't Buy This Dip
The story of the ownership unwinding of McDonald's Japan has been a very long time coming. McDonald's Japan was started in 1971 by Japanese...
817 Views
A Pair Trade of Japanese General Trading Companies: Long Marubeni & Short Itochu
We discuss a pair trade among the major Japanese trading companies. We propose going long on Marubeni Corp and going short on Itochu.
672 Views