Softbank Group: Deep Dive into Vision Fund's $10bn in Expected Valuation Losses for This Quarter
In this report, we dig into the Vision Fund portfolio to see which investments drive what looks to be a ~¥1,000bn operating loss for Q4. We have a...
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Coupang's Impressive Numbers, Are They for Real? And Masa's Dilemma?
Coupang's FY19 financials are officially out. How did they do? Well, they are impressive. The street has anticipated upwards of ₩1.4tril in...
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Coupang - Outstanding 2019 Results
Coupang, the largest e-commerce player in Korea, had outstanding results in 2019, which were released today. Its sales have also been exploding...
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Kurly - A Korean Online Grocery Receives $150 Million from DST, Hillhouse Capital, & Sequoia Capital
Kurly is one of the fastest growing online grocery companies in Korea. On 3 April, it was reported that the company received $150 million (185...
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Korea M&A Spotlight: Ebay Korea Is Up for Sale (Pressured by Elliott Mgmt to Sell?)
It was reported after the market close on 3 March that Ebay Korea is up for sale. Ebay Inc (EBAY US) owns a 100% stake in Ebay Korea, which owns...
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