Awful momentum, but he likes Coupang for its 20% revenue growth and will approach an all-time high.
Stock price when the opinion was issued
As of Nov 10, 2026. Market Open.
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.
Build your watch list
Sign in to track investmentsyou care about
Davis Rea
CNBC
ETF Capital Management Inc.
iA Global Asset Management
ReSolve Asset Management
Awful momentum, but he likes Coupang for its 20% revenue growth and will approach an all-time high.