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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Initial Thoughts on the Dunamu IPO
In this insight, we provide some details of Dunamu's IPO as it appears that it may be leaning towards listing in the US. Dunamu is one of the...
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