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It holds 20 trillion won in cash and needs 600 trillion won.
It holds 20 trillion won in cash and needs 600 trillion won. SK’s customized preferential treatment? Resolving reverse discrimination? Something that can’t be done because it’s a holding company. Still, if stock prices go up, everyone will be happy. From shareholder-agent issue to controlling shareholder-minority shareholder conflict of interest. (The full text is in the…
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This rowing game is like a change of players
Q. This rowing game is like a change of players before the second half. I think the next rising player will be different from the first half. A. That’s right, bro. This is a very important road from ‘AI infrastructure (first half)’ to ‘AI monetization (second half)’*. As you said, it’s inevitable to change players.There…
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The Korean economy is in a dilemma.
The Korean economy is in a dilemma. Triple strength, in which the exchange rate rises, stock prices rise, and interest rates rise, is a very rare phenomenon. I wonder if this has happened before. In particular, the rise in the won-dollar exchange rate is too scary. The National Pension Service intervenes to protect the 1,400…
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The reason why I said in a previous post on
The reason why I said in a previous post on Coupang that the announcement was intentional is that Coupang has repeatedly answered, “I can’t say it’s an under investigation issue,” during the National Assembly’s pending questions and hearings. However, Coupang suddenly changed its attitude and distributed a message to the media on December 25 that…
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Why is Coupang complaining to the U.S.,
Why is Coupang complaining to the U.S., lobbying, and giving credit to the U.S. while making 90% of its sales and profits in Korea? The answer is no. Then, what is the conclusion that you go to the U.S. and whine? First, we need to look at the three reasons why Coupang chose to go…