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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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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When Do We Start Buying LG Electronics?
LG Electronics is finally smiling with its new flagship smartphone. Its new flagship G5 (the world’s first modular smartphone) was well received on...
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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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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...
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