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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The Week in N.Asia@Smartkarma: Softbank/Charter, Autos and The Most Interesting Tyre Co in the World
JapanSoftbank and CharterPelham Smithers Associates writes in SoftBank (9984) - To Bid for Charter? about Softbank's newfound ability to handle...
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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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Korean CVS Companies' Forays into Iran and Vietnam Signal Intensified Competition Domestically
Faced with the market saturation of the convenience store market in Korea, Gs Retail Co Ltd (007070 KS) and Bgf Retail Co Ltd (027410 KS) announced...
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