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
Awful momentum, but he likes Coupang for its 20% revenue growth and will approach an all-time high.
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Barometer Capital Management
Stockchase
at Raymond James Investment Counsel Ltd.
5i Research
Ewing Morris & Co. Investment Partners
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.