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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The FTC Is Going After Major Retailers With Burdensome New Rules
The FTC (Fair Trade Commission) announced comprehensive new rules over this past weekend targeting the major retailers in Korea. These new rules...
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Coupang - Alibaba to the Rescue?
It has been reported in numerous local Korean media in recent days that Alibaba (through its affiliate Alipay) may be ready to invest a significant...
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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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