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Kolao Holdings (900140 KS)
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10
Analysis
Consumer Discretionary
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South Korea
Kolao Holdings retails new and used cars, and provided repairs and maintenance services in Laos. The company also retails motorcycles and automobile parts.
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bullish
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Thematic (Sector/Industry)
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22 Jul 2016 14:24
Korean Government Announces 109 Trillion Won in Spending Measures to Boost Birth Rates
South Korea is following in the footsteps of Japan in declining birth rates. Unless radical steps are taken (or if there is unforeseen macro event...
Douglas Kim
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240 Views
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bullish
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Thematic (Sector/Industry)
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14 Apr 2016 16:49
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...
Douglas Kim
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471 Views
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bullish
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Thematic (Sector/Industry)
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11 Apr 2016 23:45
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...
Douglas Kim
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415 Views
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bullish
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Thematic (Sector/Industry)
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16 Mar 2016 11:38
Value Investing at Its Core (NS Shopping - 138250KS)
NS Shopping represents value investing at its core. It is an unfairly cheap stock with base case 47% upside from current levels. (Trading at 3.8x...
Douglas Kim
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2.2k Views
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bullish
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Thematic (Sector/Industry)
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25 Jan 2016 21:40
CJ O Shopping (035760) For Sale? Why?
For now, CJ officially denied to sell CJ O Shopping (035760). Now, the question is why the talk of possible sale of CJ O Shopping came out in the...
Sanghyun Park
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812 Views
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