Alibaba - Jack Ma's Grand Ambition to Divide and Conquer Korea Market?
Alibaba Group Holding Ltd is taking the initial steps to divide and conquer Korea market with much ambition, firm strategy, and loads of cash to...
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We Are Number Two, So We Try Harder
If you are from the US, you may remember the famous ad slogan by Avis rental car company, "We are number two, so we try harder." In the social...
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Coupang: Taking Amazon's Market Share at All Cost Strategy (Coupang's 2015 Financials Are Out)
Coupang's 2015 financials came out today. This is perhaps the most awaited financials among private companies in Korea. As one of the largest...
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Coupang: Fastest Growing E-Commerce Company in the World
Coupang is perhaps the fastest growing E-commerce company in the world. We highlight five special sauces of what makes Coupang great. Ultra...
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Commonality of Our Coverage
In this report, we provide an overview of our coverage in the Korean equity space which we have been highlighting in the past three months. There...
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