CPNG: Some Thoughts on Coupang's Cost Structure
CPNG has under-performed the S&P 500 by 8.96% since June 1, and at this juncture investors should keep in mind CPNG's ongoing cost structure...
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Initial Thoughts on the LG Energy Solution IPO
LG Energy Solution is getting ready for an IPO in Korea in 2H 2021. LG Energy Solution is expected to be the largest IPO in Korea this year.
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Dingdong Maicai Pre-IPO - Increasing Market Share, Fast Growth but No Signs of Profit
Dingdong Maicia (DDL US), a groceries on-demand e-commerce company, aims to raise up to US$500m via a US listing. It is backed by Tiger Global,...
297 Views
Kakao V. Naver - The New Unregulated Kings of Fintech
If fintech is the flavor of 2H21, Naver should be strongly considered as another winner of this space where they will be unregulated for next 3 years.
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JD Logistics: Gray Market Value & The Very Long-Term View Driven by Technological Innovations
In this insight, we discuss the gray market value and the very long view of JD Logistics. The gray market value of JD Logistics has been trading at...
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