South Korean e-commerce is strong given the consumer. Their paid membership prices are increasing 58%, so let's see if they have pricing power.
Stock price when the opinion was issued
As of Nov 10, 2026. Market Open.
Awful momentum, but he likes Coupang for its 20% revenue growth and will approach an all-time high.
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Davis Rea
CNBC
ETF Capital Management Inc.
iA Global Asset Management
ReSolve Asset Management
South Korean e-commerce is strong given the consumer. Their paid membership prices are increasing 58%, so let's see if they have pricing power.