Latest ideas and analyses related to South Korea

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CPNG

+38 pts



$CPNG - market share gain momentum intact, but GMV mix shift and costs are structural pressures on margins

By phenphen on Nov. 3, 2021, 2:56 p.m.
Tagged topics: margin pressure , growing competition , eCommerce , South Korea , rising costs

Views: 141, Votes: 4, Responses: 0, Attachments: 1
PLUG

+34 pts



$PLUG - analysts see formalized JV with #SKGroup as important step in PLUG's international expansion plans

By cassie on Oct. 6, 2021, 11:34 a.m.
Tagged topics: international expansion , clean energy , hydrogen fuel cell , South Korea

Views: 107, Votes: 2, Responses: 0, Attachments: 6
CPNG

+36 pts



$CPNG - Deutsche upgrades to Buy saying Coupang is outgrowing the online market 3-to-1

By phenphen on May 13, 2021, 10:42 a.m.
Tagged topics: earnings results , eCommerce , analyst upgrade , Deutsche Bank , buy the dip , South Korea

Views: 158, Votes: 3, Responses: 0, Attachments: 10
CPNG

+6 pts



Great Call

By johnoneoff on April 5, 2021, 1:45 p.m.
Tagged topics: growth stock , eCommerce , market share gains , deep dive , competitive advantage , Goldman Sachs , South Korea , winner take most

Views: 6, Votes: 2, Responses: 0, Attachments: 0
CPNG

+43 pts



$CPNG - Goldman says buy Coupang for its 'substantial moat' around a 'winner-take-most' ecommerce model in South Korea (deep dive)

By phenphen on April 5, 2021, 1:21 p.m.
Tagged topics: growth stock , eCommerce , market share gains , deep dive , competitive advantage , Goldman Sachs , South Korea , winner take most

Views: 193, Votes: 6, Responses: 1, Attachments: 95
AAPL

+70 pts



$AAPL - Goldman says Apple Car unlikely to be a meaningful growth driver near term

By mooreideas on March 5, 2021, 2:57 p.m.
Tagged topics: near term vs long term , analyst checks , TAM expansion , Apple Car , Goldman Sachs , South Korea

Views: 142, Votes: 3, Responses: 0, Attachments: 3