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Bullish Case: Coupang's recent entry into the luxury market and robust Q4 performance underscore its potential for significant market expansion and revenue growth, driven by strategic acquisitions and innovative delivery models.


Bearish Case: Rising competition from Alibaba's significant investment in South Korea, potential backlash from Coupang's pricing tactics, and the high volatility in its stock suggest downside risks that may affect its market position.


Potential Outcomes:

1) Successful luxury market penetration increases stock by 70% chance.

2) Alibaba disrupts Coupang's market share, causing a drop in stock by 20%.

3) Price strategy backlash slightly impacts stock by 10%.


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April 25, 2024


Coupang Forecast

CPNG        Coupang
Price Forecast: NEUTRAL    Price Action: RANDOM (?)











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