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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Value Investing at Its Core (NS Shopping - 138250KS)
NS Shopping represents value investing at its core. It is an unfairly cheap stock with base case 47% upside from current levels. (Trading at 3.8x...
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2016 Major IPOs Pipeline in Korea - Part II
In our previous report - 2016 Major IPOs Pipeline in Korea, we identified 19 companies that are seeking to complete IPOs in Korea in 2016. In this...
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