Asia Shorts: BYD, Ping An, Toshiba, Rakus, Aeon, Celltrion, LG Display, SK Chem, Novatek, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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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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Shinsegae Group's Stock Swap With Naver & Entrance of SKT to Buy Ebay Korea
In this insight, we discuss the impact of the Shinsegae Group companies conducting stock swaps with Naver. We also discuss the impact of SK Telecom...
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