JD.com (京东) HoldCo Valuation Quick Note - Impact of JD Logistics (京东物流) IPO
JD Logistics (JDL HK) is looking to raise US$4bn in its upcoming Hong Kong IPO and JD.com holds an 81% stake in the company prior to the IPO.
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Triggering Point & Timing for Shorting Coupang
This post discusses a triggering point and timing for shorting Coupang as the local competitors declare an all-out price war.
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Emart & Kurly - Double Down On the Pricing War Against Coupang
On 8 April, E Mart Inc double downed on the pricing war against major competitors such as Coupang (CPNG US). Emart started a discount strategy of...
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2020 Financials Comparison of Kurly Vs SSG.Com (IPO Candidates in 2021 & 2022)
In this insight, we compare the key financials and metrics of Kurly versus SSG.com. Kurly is preparing for an IPO (most likely in the US) in 2H 2021.
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Global Emerging Markets Weekly: 2 April 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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