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03 August 2021
13:23 hour

Coupang draws cool view from JPMorgan in first ratings look

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06/04/2021 - 15:32


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  1. TrendSpider's AI vs Trading View (31/03/2021 - Reddit Stocks)
    This won't be an extremely long post. I just was wondering something about them. The big thing with Trendspider it seems is the ai draws up lines and patterns. While Trading View doesn't have ai yet it seems to have superior charts and options. I know some say that TA is not useful, which I honestly don't know. So what do you think? Is the ai from Trendspider that draws patterns that great or is it not that accurate, and that you would be better off doing it yourself? Anyways I appreciate any responses. I've been thinking about this lately and I bet someone here has more experience about these products. Thank you and have a great day everyone.   submitted by   /u/carterjcr [link]   [comments]
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  2. Goldman sizes up healthcare providers ahead of Q2 results, Doximity draws buy ratings - today's analyst action (19/07/2021 - Seeking Alpha)

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  3. QuantumScape draws cautious view from Baird (05/04/2021 - Seeking Alpha)

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  4. Nike draws more cautious view from BTIG due to China headwind (22/06/2021 - Seeking Alpha)

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  5. Visteon draws cautious view from BofA due to valuation and competition (20/04/2021 - Seeking Alpha)

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  6. Philip Morris draws cautious view from Argus due to regulatory uncertainty (26/04/2021 - Seeking Alpha)

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  7. “New Coupang Car” Concept by Coupang, Why? (02/06/2021 - Reddit Stock Market)
      submitted by   /u/Broad-Ad5187 [link]   [comments]
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  8. Where to find Analyst rating news (01/03/2021 - Reddit Stock Market)
    Hello, r/StockMarket. Where do I find a website that shows analyst ratings of "hot" stocks? If I use DKNG (Draft Kings) on my TD Ameritrade account as an example, I can find these ratings on the DKNG page by clicking "view more details under" the Smart Score. Then click "analyst ratings" and it will show you their ratings. The image attached shows the analyst ratings that I see for DKNG. For example- today DKNG (Draft Kings) stocks was 58 dollars, however, 11 hours ago many analysts said the stock would go up to $65-$80 dollars. Now the stock has jumped to $67.54 from $58 due to the analyst sentiment. If I had known this analyst information, I might have bought the stock. Is there a place I can to view all of this information? Like a news website where it posts all of the "hot" stocks according to analyst ratings? Or do I have to wake up early in the morning and go through everyone of my stocks individually on TD Ameritrade to see this information?   submitted by   /u/TealGenie [link]   [comments]
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  9. Where to find a news website that posts "hot" stocks according to analyst opinion? (01/03/2021 - Reddit Stock Market)
    Hello, r/StockMarket. Where do I find a website that shows analyst ratings of "hot" stocks? If I use DKNG (Draft Kings) on my TD Ameritrade account as an example, I can find these ratings on the DKNG page by clicking "view more details under" the Smart Score. Then click "analyst ratings" and it will show you their ratings. The image attached shows the analyst ratings that I see for DKNG. For example- today DKNG (Draft Kings) stocks was 58 dollars, however, 11 hours ago many analysts said the stock would go up to $65-$80 dollars. Now the stock has jumped to $67.54 from $58 due to the analyst sentiment. If I had known this analyst information, I might have bought the stock. Is there a place I can to view all of this information? Like a news website where it posts all of the "hot" stocks according to analyst ratings? Or do I have to wake up early in the morning and go through everyone of my stocks individually on TD Ameritrade to see this information? https://preview.redd.it/5tw6emtr4gk61.jpg?width=4030&format=pjpg&auto=webp&s=10f6bc08635edf36c4a618b8b5875d3deeddad7d   submitted by   /u/TealGenie [link]   [comments]
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  10. Funko lifted by JPMorgan off bearish view (15/03/2021 - Seeking Alpha)

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  11. Nutanix stock pops on JPMorgan upgrade with transition in 'rear-view mirror' (04/05/2021 - Seeking Alpha)

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  12. The Wall Street Journal: South Korean e-commerce giant Coupang files for U.S. IPO (12/02/2021 - Market Watch)
    Coupang Inc., the South Korean e-commerce giant, unveiled its filing for a U.S. initial public offering that is expected to be the largest from a foreign company since Alibaba Group Holding Ltd. ’s blockbuster 2014 debut.
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  13. The Wall Street Journal: South Korean e-commerce giant Coupang files for U.S. IPO (12/02/2021 - Market Watch)
    Coupang Inc., the South Korean e-commerce giant, unveiled its filing for a U.S. initial public offering that is expected to be the largest from a foreign company since Alibaba Group Holding Ltd. ’s blockbuster 2014 debut.
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  14. The Ratings Game: Krispy Kreme has set up shop in the $650 billion, recession-resistant indulgence market, JPMorgan says (26/07/2021 - Market Watch)
    Krispy Kreme shares rose 4.2% in Monday trading after upbeat analyst initiations.
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  15. The Ratings Game: Urban Outfitters soars after fewer promotions drive record earnings (26/05/2021 - Market Watch)
    Urban Outfitters stock climb 9% after earnings beat the Street and an upgrade at JPMorgan.
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  16. Companies no one is talking about (03/06/2021 - Reddit Stocks)
    Good morning! In the last year I have spent so much time researching companies and chances are my watchlist looks like many of yours. I've been focused on zoom, tesla, crowdstrike, twlo, and stay at home stocks like fiverr, pton, and etsy. While many of these companies still have decades worth of growth ahead of them (amd), I haven't found any new exciting stocks recently. C3AI and coupang are about the only two. Coupang is the only one i would consider investing in at this moment. Would love to research some of the companies that are flying under the radar if any of you have your eyes on one.   submitted by   /u/Document10 [link]   [comments]
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  17. Steel prices may cool off after year-long rally (19/07/2021 - Financial Express)
    The up-cycle witnessed in steel prices over the last one year is likely to show some respite now, largely on account of the improving supply-side situation, CARE Ratings has said, though it is unlikely that the global prices will witness any steep correction from its peak levels.
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  18. Nifty heading for 15,400 in coming months; IT, Banking, FMCG stocks set to outperform (30/03/2021 - Financial Express)
    The index has corrected on an average of 9% on every retracement before bouncing back strongly. The recent correction, in ICICI Direct’s view, has helped the index to cool off the overbought condition.
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  19. Samsung Galaxy A52 & Galaxy A72: Cool devices for the cool consumer (25/04/2021 - Financial Express)
    Two new Galaxy A Series mobile phones that run smoothly and respond quickly, take beautiful photos and videos, have large battery life and good overall running
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  20. In One Chart: Big city flight led to surging suburban home prices — Will it outlast the pandemic? (16/02/2021 - Market Watch)
    Home prices are surging in less dense suburbs of big cities in the past year due to the pandemic. But as the U.S. vaccination effort ramps up, Fitch Ratings expects price gains in the suburbs to cool.
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  21. Ape Rocket to the Moon (29/03/2021 - Reddit Stocks)
    So I am a artist that is holding some shares and I was kinda shocked that there wasn't more art that was cool and stock market related. About 2 weeks ago I decided to paint something that would be funny but cool. So I painted a Ape on a 'emoji' type rocket that looks kinda real with cool effects happening around it. The ape is wearing a worn out torn tie while gripping Diamond above the earth and heading to the moon. The moon has a small reddit flag on it. To show that others have been there already. I have gotten some good feedback from people in the subreddits and just wanted to share it here. Anyways after this morning.. Let get there Ape Rocket Artwork on Etsy   submitted by   /u/therdai [link]   [comments]
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  22. Need to Know: JPMorgan’s Kolanovic pinpoints the moment to start investing in this ravaged asset class again (03/08/2021 - Market Watch)
    China's regulatory crackdown has rattled U.S. investors. But JPMorgan says it's time to stop panicking.
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  23. Need to Know: Here’s where JPMorgan is seeing stock bargains, as the bank lifts its end-year S&P 500 target to 4,600 (20/07/2021 - Market Watch)
    Monday's rout has been followed by a small bounce, but no doubt nerves have been rattled. JPMorgan sees plenty of beaten-down stocks ripe for the picking.
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  24. JPMorgan Chase & Co (JPM) Q1 2021 Earnings Call Transcript (14/04/2021 - AlphaStreet)
    JPMorgan Chase & Co  (NYSE: JPM) Q1 2021 earnings call dated Apr. 14, 2021. Operator Good morning, ladies and gentlemen, welcome to JPMorgan Chase’s First Quarter 2021 Earnings Call. [Operator Instructions]. We will now go live to the presentation. Please standby. At this time, I would like to turn the call over to JPMorgan Chase’s Chairman and CEO, Jamie Dimon; and Chief Financial Officer, Jennifer Piepszak. Ms. Piepszak please, go ahead. Jennifer Piepszak — Chief Financial Officer This content is for members only. Visit the site and log in/register to read.The post JPMorgan Chase & Co (JPM) Q1 2021 Earnings Call Transcript first appeared on AlphaStreet.
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  25. Buy This, Not That: 5 blissfully soft sheets that will keep you cool this summer (03/06/2021 - Market Watch)
    If you're a hot sleeper, or just want to stay cool this summer, here are some of the best-rated sheets to consider.
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  26. Buy This, Not That: 5 blissfully soft sheets that will keep you cool this summer (03/06/2021 - Market Watch)
    If you're a hot sleeper, or just want to stay cool this summer, here are some of the best-rated sheets to consider.
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  27. London Markets: U.K. underperforms during value rallies, says JPMorgan Cazenove as it keeps neutral on the region (17/05/2021 - Market Watch)
    JPMorgan Cazenove on Monday said U.K. stocks will continue to underperform rivals in the eurozone and the U.S.
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  28. London Markets: U.K. underperforms during value rallies, says JPMorgan Cazenove as it keeps neutral on the region (17/05/2021 - Market Watch)
    JPMorgan Cazenove on Monday said U.K. stocks will continue to underperform rivals in the eurozone and the U.S.
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  29. The Weekly DD - Coupang (CPNG): Something something the "Amazon" of Korea (31/05/2021 - Reddit Stock Market)
    What does Stan Druckenmiller, Bill Ackman, and Softbank (weird combo, right?) all have in common? They invested into the fast-growing Coupang (CPNG), touted to be the “Amazon” of South Korea. Actually, not quite… Unlike Amazon who cleans up the e-commerce industry, Coupang has multiple focuses that include not only e-commerce, but grocery/meal delivery, and FinTech payments as well. Business Overview Coupang is a market leader when it comes to their various business segments in South Korea. Their top-line revenue can be broken down into the following segments: *Rocket Delivery: E-commerce *Rocker Wow & Dawn Delivery: Coupang’s version of Amazon Prime *Rocket Fresh and Coupang Eats: Grocery & meal delivery *Coupang Pay: Their more recent venture into FinTech payments (think ApplePay and AliPay) Imagine ordering a product or groceries online and within several hours that product is dropped off at your door in re-usable packaging. Don’t like the product? Just leave it at your door and submit for your refund and Coupang will pick it back up. Delivering millions of products. Re-usable packaging with NO boxes (Jeff Bezos is green with envy). Powered by 15,000 “Coupang Flex” drivers. That is the culture of Coupang. To accomplish all of the above Coupang invested heavily into tech and infrastructure. Management noted in their S-1 that 70% of South Korea’s population lives within a 7-mile radius of a logistics center. The company’s main focus right now is providing the “wow” factor to it’s customers and they are succeeding at doing so. Although they still remain highly unprofitable (spoiler: tech and infrastructure investments), they are growing revenues at an astonishing 90% YoY, incredible! This is mainly due to the “stickiness” of their service… I hear once you go Coupang, you don’t go back. Growth How are they growing so fast? Not only are they grabbing market share from their competitors (eBay Korea, 11Street, Naver Corp, Lotte), their existing customer base are spending more money more frequently in the Coupang ecosystem. Which brings me to their addressable market. They have only recently announced an international expansion into Singapore, which is the first overseas entry in Coupang’s 11 years of operation. This means they’ve mainly been operating in South Korea. Coupang’s market share is estimated to be between 18-25% of the SK e-commerce industry and their business model portrays to have incredible stickiness leading to high retention among customers. Management noted: “Looking at the retail, grocery, consumer foodservice, and travel spend in the Korean market was $470 billion in 2019 and expected to grow to $534 billion by 2024. The e-commerce segment of that total spend was $128 billion in 2019 and expected to grow to $206 billion by 2024, implying a CAGR of approximately 10%.” Conclusion Coupang definitely brings the “wow” into their business model. Doing 11 billion in sales in 2020 and growing at an incredible 90% YoY is not something to over-look. Like any business there are some risks, for Coupang those are concerns over the limitations of their current TAM and the competitiveness of existing competitors in international markets. They’ve got a brilliant management team carving the future of the company with some strong financiers to back it up. They are currently trading at a premium valuation, but that is the price of investing in a company growing as fast as they are.   submitted by   /u/TheStonksHub [link]   [comments]
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  30. JPMorgan Strategists Advises one Percent Portfolio Allocation To Crypto As Hedge (26/02/2021 - Reddit Stock Market)
    JPMorgan strategists Joyce Chang and Amy Ho shared with clients that 1% of their portfolio allocation to cryptocurrency to serve as a hedge and controlling fluctuations in traditional asset classes such as stocks, bonds, and commodities. Also crypto assets should be handled as investment catalysts and not funding currencies like USD or JPY, the JPMorgan analysts also shared. The little percentage will also control digital assets https://cryptocrunchapp.com/news/jpmorgan-strategists-advises-one-percent-portfolio-allocation-to-crypto-as-hedge/   submitted by   /u/ArnitaHayward [link]   [comments]
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  31. NewsWatch: Here’s where JPMorgan is seeing stock bargains, as the bank lifts its end-year S&P 500 target to 4,600 (20/07/2021 - Market Watch)
    Monday's rout has been followed by a small bounce, but no doubt nerves have been rattled. JPMorgan sees plenty of beaten-down stocks ripe for the picking.
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  32. Deep Dive: Here’s how JPMorgan’s stock under Jamie Dimon has stacked up against other big banks (07/04/2021 - Market Watch)
    JPMorgan's stock, in an impressive feat, has soundly beaten the S&P 500's total return over long periods.
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  33. Deep Dive: Here’s how JPMorgan’s stock under Jamie Dimon has stacked up against other big banks (07/04/2021 - Market Watch)
    JPMorgan's stock, in an impressive feat, has soundly beaten the S&P 500's total return over long periods.
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  34. Billionaire investor and Hedge Fund Manager Stanley Druckenmiller loads up on $139,367,000 of Palantir shares, sells Carnival Cruise Line (18/05/2021 - Reddit Stocks)
    https://markets.businessinsider.com/news/stocks/stanley-druckenmiller-13f-palantir-stock-duquesne-carnival-coupang-disney-pltr-2021-5-1030442680 Billionaire investor Stanley Druckenmiller's Duquesne Family Office took up new stakes in Palantir, Citigroup, and Coupang during the first quarter of 2021, regulatory filings show. Druckenmiller scooped up 5,983,992 shares of Palantir worth $139,367,000 at the time of the March 31 filing. It's the opposite move from Third Point's Dan Loeb, who sold all of his Palantir stake in the first quarter of 2021. The big data surveillance company is down nearly 9% year-to-date. Like Loeb, Druckenmiller trimmed his stake in Amazon, selling 7,105 shares. His fund now holds 75,648 shares of Amazon for a value of $234,061,000 at the filing time. Druckenmiller also added a big bet on newly public company Coupang. The Korean e-commerce company was the largest US IPO in the first quarter of 2021, raising $4.6 billion, according to Renaissance Capital. Druckenmiller added 714,285 shares. The investor also appears to be betting on the financial sector. He took a new stake in Citigroup, purchasing 2,124,909 million shares worth $154,587,000 at the time of filing. He also scooped up 258,420 of JPMorgan Chase, and added positions in Visa and Mastercard. Druckenmiller liquidated his positions in cyclical stocks like Disney, cruise liner Carnival Crop, and Live Nation Entertainment. However, he appears to be still betting on the rebound of travel out of the pandemic, as seen by his new $69.7 million stake in online travel company Booking Holdings Inc. In a recent CNBC interview, the investor said that a "monkey could make money in this market," due to the Federal Reserve's easy monetary policies that have pumped ample liquidity into all financial markets.   submitted by   /u/NineteenSixtySix [link]   [comments]
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  35. The Tell: ‘Do not read too much into this month’s bond rally’: it doesn’t mean markets see inflation receding, says JPMorgan (14/06/2021 - Market Watch)
    Investors should stay underweight bonds as inflation and value trades should continue to benefit from the economic reopening, according to JPMorgan Chase & Co.’s strategists.
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  36. JPMorgan Comments on FOMC Meeting (22/06/2021 - Reddit Stock Market)
    Comments from JPMorgan folks are of opinion that last week;s FOMC Meeting doesn't alter the current market and the status for Stocks Comments By Michael Msika (Bloomberg) -- The hawkish surprise from last week’s FOMC meeting doesn’t change the market outlook, JPMorgan says, expecting the reflation trade to resume. Strategists including Marko Kolanovic say technical pullback in reflation trade presents an opportunity to add exposure to cyclical equities and commodities. Stated inflation is likely to continue above both Fed’s and market expectations, driving bond yields higher and value stock to out perform. Msika Expects first rate hike in 2023 and tapering process to start next year, but unlikely to hurt bullish view on developed markets equities Comment see potential drivers for Emerging Mrkt vs Developed Mrkts a better source for out performance in 2H21. IMO, this will have no impact on folks wShort positions having to deal wMeme style activities but should reduce the breadth of such target stocks.   submitted by   /u/cilljoe1 [link]   [comments]
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  37. Ambuja Cements offers innovative green solution ‘Ambuja Cool Walls’ (08/06/2021 - Money Works 4 Me)
    Walls built with Ambuja Cool Walls are even stronger than brick walls
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  38. Pershing's Bill Ackman set for another big pay day with Coupang IPO (11/03/2021 - Seeking Alpha)

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  39. DD (Coupang - The Korean e-commerce Giant) (03/05/2021 - Reddit Stocks)
    This post will be about the DD I did on Coupang at the end of March. Although the stock has dropped slightly since then and have mostly been trading sideways, I thought I would share my thoughts about this company before they report earnings on May 12. - Coupang (Korean: ??) is a South Korean e-commerce company founded in 2010. It is incorporated in Delaware, United States.[2] - Coupang is founded by South Korean businessman Bom Kim who dropped out of Harvard Business School after 6 months. - Currently Coupang is the largest e-commerce company in South Korea ​ Business Model - “We are building the future of commerce” -- Coupang S-1 - A key competitive advantage of Coupang is what they call their ”Rocket Delivery Service” - This includes their Dawn and Same-Day Delivery. Arriving before 7am if ordered before midnight or later in the day if ordered in the morning (this makes purchasing perishable items such as produce convenient). - They promise next-day or faster delivery on nearly 100 percent of orders. - Coupang claims that 70 percent of the South Korean population lives within 7 miles of a Coupon Logistics Center ​ Opportunity - Korean Attractive Commerce Market Korea is the fourth largest economy in Asia. In addition, South Korea has the following key traits: High Mobile Penetration Retail Competitive Landscape Lifestyle - Coupang has an extremely integrated model. From the technology to the distribution ​ Risk Operation results might fluctuate significantly Future growth rate is hard to predict as the company aims to forgo short-term profitability for long-term growth If the company loses its senior executive members, it might not be able to fulfill its current vision. The company has had multiple years of large losses. Financials Total Net Revenue: 11.967 billion dollars (2020) Cost of sales: 9.98 billion dollars (2020) Operating, general, and administrative expenses: 2.51 billion dollars (2020) Operating loss: 527 million dollars (2020) Cash and Cash equivalents: 1.25 billion dollars (2020) Long-Term Debt: 353 million dollars (2020) Total Liabilities: 5.67 billion dollars (2020) IPO Coupang went public earlier this month offering 130 million shares at $35 each, giving the company $4.55 billion The stock closed at $49.25 on its first day. Coupang closed at $48.75 today (March 30, 2021). *41.90 at end of April 30th Valuation - 2020 total net revenue was 12 billion, assuming growth of 100 percent, the 2021 total net revenue would be 24 billion. - Using a forward P/S ratio of 5, we get the valuation of 120 billion dollars. Divided by 1.54 billion outstanding shares I get a 12-month price target of 77.922 dollars. - This represents a 60 percent increase from the closing share price today. ​ Why We Should Invest in Coupang Household name: There are almost nobody in South Korea now who has not heard of Coupang before. Their status in South Korea is similar to that of Amazon in the US. Overseas Expansion: Coupang can achieve such a high-level of revenue and revenue growth without even entering foreign markets. Entering other Asian markets could potentially increase revenue by an even larger percentage Rapidly decreasing operating losses. While still not profitable, profitability is definitely achievable within a few years. Less political uncertainty: With US-China tensions rising, Coupang is a safe alternative for those who want to invest in Asia. Source: https://www.sec.gov/Archives/edgar/data/1834584/000162828021001984/coupang-sx1.htm#i4773fe05195046f8b8cb330d78922a20_261 Coupang S-1 (2021)   submitted by   /u/chromelogan [link]   [comments]
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  40. Fisker draws cautious first look from Barclays (01/04/2021 - Seeking Alpha)

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  41. Coupang stock falls back after hot IPO start (16/03/2021 - Seeking Alpha)

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  42. Coupang gains for a second day after Motley Fool pitch (23/04/2021 - Seeking Alpha)

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  43. Coupang preps for growth in new international markets (15/06/2021 - Seeking Alpha)

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  44. PPL's $14B U.K. sale draws three final bidders - Bloomberg (08/03/2021 - Seeking Alpha)

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  45. Utz Holdings draws cautious stance from Truist in first look (23/03/2021 - Seeking Alpha)

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  46. South Korean e-commerce giant Coupang files for $1B IPO (12/02/2021 - Seeking Alpha)

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  47. About Coupang (02/06/2021 - Reddit Stock Market)
      submitted by   /u/Broad-Ad5187 [link]   [comments]
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  48. Coupang rallies amid talk of refinancing potential (29/06/2021 - Seeking Alpha)

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  49. Coupang, Consumer Sentiment, Oil Majors: 3 Things to Watch (12/03/2021 - Investing.com)

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