In-depth research on Asian stocks
Hi everyone - this is Part 3 of our Coupang writeup. In this part, we cover our revenue build and valuation, as well as share what we consider to be risks. If you haven’t already, you can read Part 1 here and Part 2 here. *Please see our disclaimers at the bottom of the page …
Hi everyone - this is Part 2 of our Coupang writeup. In this part, we cover Coupang’s flywheel as well as their many businesses and new initiatives. If you haven’t already, you can read Part 1 here. *Please see our disclaimers at the bottom of the page and our full disclaimer here. By using our website, …
*Please see our disclaimers at the bottom of the page and our full disclaimer here. By using our website, you acknowledge you have read our disclaimers and agree to our terms of use. Hey there! Welcome to DJY Research. Every month, we produce an extensive research report on a global company. So far, we’ve covered companies …
Alibaba today is a bit of an enigma with investor trepidation stemming from both inadequate competitive moats and fears that regulators could curtail this “monopoly.” Adding to the confusion, Alibaba likely houses more billion-dollar businesses than any other company. The fear of competition is real though: PDD is gaining share on lower end commerce, JD.com …
Hi! Thanks for checking us out at DJY Research. Every month, we will do a deep dive on an Asian equity. If you like our research, please subscribe. This is our first report! We have a second free sample deep dive on Sea Limited, which you can read here. Our first paywalled post was on …