Mirko Kuzmanovic
I wrote about KT earlier this week. That’s not a plug, but rather it got me thinking a lot about South Korea and the flight to safety toward telecoms on the major stock market drop we’ve seen there, and indeed
As The South Korean Market Crumbles, Coupang Is Worth Watching
Summary
- Coupang, styles itself the "Amazon of South Korea." They show strong growth potential but face risks from global tariff issues and economic uncertainties.
- Despite complexities in GAAP numbers, Coupang's non-GAAP financials indicate revenue growth and slight margin improvements, positioning it as a promising growth stock.
- Expansion in Taiwan and automation efforts in South Korea are key growth avenues, with potential margin boosts from efficiency improvements.
- Given current global trade uncertainties, I rate Coupang as a hold, recommending close monitoring of EBITDA margins and revenue growth for future investment decisions.
I’m Jason Ditz and I have 20 years of experience in foreign policy research. My work has appeared in Forbes, Toronto Star, Minneapolis Star-Tribune, Providence Journal, Washington Times and the Detroit Free Press, as well as American Conservative Magazine and the Quincy Institute for Responsible Statecraft. I have been writing investment analysis, with a focus on deep-discount value plays, for over 25 years. I I got my start analyzing securities for a stock-picking contest on the now defunct StockJungle in college. After winning one of the top prizes for quarterly performance, I was hired to write a monthly article about micro-cap stocks, again with a value perspective. After StockJungle went belly-up, with its focus on momentum investing, I started to take a close interest in the contrarian investment philosophy of David Dreman. I began writing for Motley Fool and ultimately Seeking Alpha. My goal is to find underappreciated companies with a focus on returning value to investors.
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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