$CPNG (-0,05 %)
$NFLX (-0,99 %)

Netflix continues to dominate the South Korean online video or over-the-top (OTT) streaming market, but Coupang Play gained over 300,000 new users last month, driven by live broadcasts of major international sporting events such as the Premier League.

According to app analytics firm Wiseapp Retail Goods on September 3, the number of Coupang Play's monthly active users (MAU) reached 7.73 million in August, an increase of 330,758 from the previous month's 7.39 million. This puts Coupang Play in second place among all OTT service providers operating in South Korea, second only to Netflix with 14.57 million users.

Data from the Mobile Index of the data tech company IGAWorks also showed growth: Coupang Play recorded 7.29 million MAUs in August, an increase of 6 percent compared to 6.89 million in the previous month.

Coupang Play attributed the increase to exclusive sports content and the popularity of the second season of its original series "Office Workers". The platform streamed exclusive coverage of the English Premier League, which launched last month, as well as other major European soccer leagues and Formula 1. In September, the platform will further expand its MAUs by streaming every game of the 2025 National Football League (NFL) season, starting with the Dallas Cowboys vs. Philadelphia Eagles game on September 5.

The battle for second place behind Netflix between Coupang Play and Tving remains fierce. According to the Mobile Index, Tving was ahead in August with around 275,000 MAUs. However, according to Wiseapp Retail Goods data, Coupang Play was ahead of Tving with around 1.83 million more MAUs.

https://www.businesskorea.co.kr/news/articleView.html?idxno=251127

Coupang ( CPNG 8.94 % ) has many similarities with Amazon . The company is revolutionizing e-commerce in South Korea and Taiwan, where it is also showing strong growth potential outside its home market of Korea. It may seem difficult for another e-commerce giant to rise in Amazon's shadow, but Coupang has advantages.

Coupang's sales rose by 62% to 32 billion US dollars in the last twelve months. In the second quarter, quarterly sales rose by 19% year-on-year in constant currency. The company's profitability also continues to develop positively: gross profit, operating profit and earnings per share increased compared to the same quarter last year. Strong financial results have caused the share price to rise by 30% since the beginning of the year.

This growth reflects the consistent expansion of the product range and automation to improve delivery speed. The company offers same-day delivery of a huge selection of products to millions of customers in densely populated cities, giving it a competitive advantage.

One business area with great growth potential is supply growth. This includes food delivery and streaming entertainment. Sales of these products increased by 33% year-on-year - significantly faster than product sales. This shows that more and more customers are continuing to spend more at Coupang after initially purchasing products via the e-commerce business.

In addition, management pointed out in the last earnings report that development offerings in Taiwan are growing faster than expected. This is a good sign that the company's business model could penetrate more markets outside South Korea, where it can be successful and bring returns to shareholders.

Coupang is essentially becoming the default app that 24 million active customers rely on to buy goods, food and digital entertainment. The app's continued track record of high double-digit growth rates and promising international expansion potential could make it a big winner for investors in the long term.

After my first post on humanoid robots received a lot of positive feedback, I went into more detail. I have subsequently added my favorites in each sector.

Extended analysis of the value chain including shovel manufacturers and potential hidden champions

New categorySecondary key sectors (sales, marketing, financing)

AdditionallyTop 25 companies worldwide, as well as Top 10 Europe and Top 10 Asia

I have also added a video link for beginners. This will give you an idea of how far the development of humanoid robotics has already progressed.

https://www.stern.de/panorama/wissen/humanoider-roboter---wie-reagiert-er-auf-beleidigungen--35996156.html

Thank you for your attention and your support 🙏

🌐 1. value chain of humanoid robots (with hidden champions)

1. research & chip design

$ARM (-4,39 %) ARM (UK) - CPU-IP, energy-efficient processors

$SNPS (+12,81 %) Synopsys (US) - EDA software, chip design

$CDNS (+5,45 %) Cadence (US) - EDA & Simulation

$PTC PTC (US) - Engineering Software, CAD/PLM

$DSY (+2,87 %) Dassault Systèmes (FR) - 3D Design & Digital Twin

$SIE (+1,19 %) Siemens (DE) - Industrial Software & Lifecycle Mgmt

$ADBE (+1,38 %) Adobe (US) - Design, AR/UX

ANSYS (US) - multiphysical simulation - acquisition by Synopsis

Altair (US) - CAE, simulation, digital twin - acquisition by Siemens

$HXGBY (+2,24 %)
Hexagon (SE) - Metrology & Simulation

$AWE (+2,36 %) Alphawave IP Group (UK) - High-speed chip IP for AI/robotics

1.Synopsis, 2.Siemens and 3.Adobe are my top 3 in this sector

2. manufacturing technology & equipment

$ASML (+6,23 %) ASML (NL) - Lithography (EUV)

$AMAT (+6,88 %) Applied Materials (US) - Semiconductor equipment

$8035 (+7,27 %) Tokyo Electron (JP) - wafer fabrication

$KEYS (+2,79 %) Keysight Technologies (US) - Metrology

$6857 (+9,95 %) Advantest (JP) - Chip test systems

$TER (+4,52 %) Teradyne (US) - test systems + cobots

$6954 (+2,02 %) Fanuc (JP) - Industrial robots, CNC

$CAT (+3,87 %) Caterpillar (US) - autonomous machines

$KU2G KUKA (DE) - industrial robots

Comau (IT) - automation - not listed on the stock exchange

$ROK (+1,23 %) Rockwell Automation (US) - industrial automation

$JBL (+4,82 %) Jabil (US) - contract manufacturing (EMS/ODM)

$KIT (+1,01 %) Kitron (NO) - European EMS/ODM manufacturer

$AIXA (+8,61 %) Aixtron (DE) - deposition equipment for compound semiconductors

$LRCX (+3,81 %)
Lam Research (US) - Etch/deposition systems

$MKSI (+9,2 %)
MKS Instruments (US) - Plasma/vacuum technology

$ASM (+8,4 %)
ASM International (NL) - Deposition systems

1.ASML, 2.Keysight Technologies, 3.Fanuc are my top 3 in this sector

3. chip manufacturing (foundries)

$TSM (+2,59 %) TSMC (TW) - leading foundry

$005930 Samsung Electronics (KR) - foundry + memory

$GFS (+3,94 %) GlobalFoundries (US) - specialty chips

$INTC (+22,44 %)
Intel Foundry Services (US) - new western foundry player

$981
SMIC (CN) - largest Chinese foundry

$UMC
UMC (TW) - Power/RF/Embedded chips

1.TSMC, 2.Intel, 3.Samsung Electronics are my top 3 in this sector

4. computing & control unit ("brain")

$NVDA (+3,42 %) Nvidia (US) - GPUs, AI chips

$INTC (+22,44 %) Intel (US) - CPUs, FPGAs

$AMD (-0,59 %) AMD (US) - CPUs, GPUs

$MRVL (+4,22 %) Marvell (US) - network chips

$MU (+5,59 %) Micron (US) - Memory

$DELL (+1,29 %) Dell Technologies (US) - Edge & Infrastructure

Graphcore (UK) - AI chips (IPU) - not a listed company

Cerebras (US) - Wafer-scale engine - not a listed company

SiPearl (FR) - European HPC chip - not a listed company

1.Nvidia, 2.Marvell, 3.Micron are my top 3 in this sector

5. sensors ("senses")

$6758 (+3,78 %) Sony (JP) - image sensors

$6861 (+1,86 %) Keyence (JP) - Industrial sensors

$STM (+4,78 %) STMicroelectronics (FR/IT) - Sensors, MCUs

$TDY Teledyne (US) - optical/infrared sensors

$CGNX (+5,04 %) Cognex (US) - Machine Vision

$HON (-0,04 %) Honeywell (US) - sensor technology, security

ANYbotics (CH) - autonomous sensor fusion - not a listed company

$AMBA (+3,17 %) Ambarella (US) - video & computer vision SoCs for real-time image recognition

$OUST
Velodyne Lidar (US) - Lidar sensors - acquisition by Ouster

$AMS (+4,76 %)
-OSRAM (AT/DE) - optical sensors

1.Teledyne, 2.Keyence, 3.Ouster are my top 3 in this sector

6. actuators & power electronics ("muscles")

$IFX (+2,98 %) Infineon (DE) - Power Electronics

$ON (+4,26 %) onsemi (US) - Power & Sensors

$TXN (+1,15 %) Texas Instruments (US) - Mixed-Signal Chips

$ADI (+1,53 %) Analog Devices (US) - Signal Processing

$PH Parker-Hannifin (US) - Hydraulics/Pneumatics

$MP (+7,38 %) MP Materials (US) - Magnets

$APH (+2,98 %) Amphenol (US) - Connectors

$6481 (+0 %) THK (JP) - Linear guides & actuators

$6324 (+15,87 %)
Harmonic Drive (JP) - Precision gears & servo drives for robotics

$6594 (+0,6 %)
Nidec (JP) - Electric motors

$6506 (+2,96 %)
Yaskawa (JP) - Drives & Robotics

$SU (+2,48 %)
Schneider Electric (FR) - Energy & control solutions

$ZIL2 (-0,43 %)
ElringKlinger (DE) - Battery & fuel cell technology, lightweight construction

1.Parker-Hannifin, 2.MP Materials, 3.Infinion are my top 3 in this sector

7. communication & networking ("nerves")

$QCOM (+2,36 %) Qualcomm (US) - mobile communications, edge AI

$ANET (+3,07 %) Arista Networks (US) - Networks

$CSCO (+1,23 %) Cisco (US) - Networks, Security

$EQIX (+1,14 %) Equinix (US) - Data centers

NTT Docomo (JP) - 5G/6G carrier - not a listed company

$VZ Verizon (US) - Telecommunications

$SFTBY SoftBank (JP) - Carrier + Robotics

$ERIC B (+1,64 %)
Ericsson (SE) - 5G/IoT infrastructure

$NOKIA (+2,24 %)
Nokia (FI) - 5G/6G for industry

$HPE (+2,2 %)
Juniper Networks (US) - Network technology - acquisition by HP

1.Arista Networks, 2.SoftBank, 3.Cisco are my top 3 in this sector

8. energy supply

$3750 (+2,38 %) CATL (CN) - Batteries

$6752 (+2,36 %) Panasonic (JP) - Batteries

$373220 LG Energy (KR) - Batteries

$ALB (+1,73 %) Albemarle (US) - Lithium

$LYC (+1,58 %) Lynas (AU) - Rare earths

$UMICY (+0,64 %) Umicore (BE) - recycling

WiTricity (US) - inductive charging - not a listed company

$ABBN (+0,76 %) Charging (CH) - charging infrastructure

$SLDP
Solid Power (US) - Solid state batteries

Northvolt (SE) - European batteries - not a listed company

$PLUG
Plug Power (US) - fuel cells

$KULR (+3,87 %)
KULR Technology (US) - Thermal management & battery safety for mobile systems

1.Albemarle, 2.CATL, 3.Panasonic are my top 3 in this sector

9. cloud & infrastructure

$AMZN (+0,15 %) Amazon AWS (US) - Cloud, AI

$MSFT (+0,22 %) Microsoft Azure (US) - Cloud, AI

$GOOG (+1,23 %) Alphabet Google Cloud (US) - Cloud, ML

$VRT
Vertiv Holdings (US) - Data center infrastructure (UPS, cooling, edge)

$ORCL (-1,17 %)
Oracle Cloud (US) - ERP + Cloud

$IBM (+2,34 %)
IBM Cloud (US) - Hybrid cloud + AI

$OVH (+4,23 %)
OVHcloud (FR) - European cloud

1.Alphabet, 2.Microsoft, 3.Oracle are my top 3 in this sector

10. software & data platforms

$PLTR (+5,4 %) Palantir (US) - Data integration

$DDOG (+1,74 %) Datadog (US) - Monitoring

$SNOW (+1,78 %) Snowflake (US) - Data Cloud

$ORCL (-1,17 %) Oracle (US) - Databases, ERP

$SAP (+3,95 %) SAP (DE) - ERP systems

$SPGI S&P Global (US) - financial/market data

ROS2 Foundation - robotics middleware - not listed on the stock exchange

$NVDA (+3,42 %) NVIDIA Isaac (US) - robotics development - part of Nvidia

$INOD (+5,31 %) Innodata (US) - data annotation & AI training data

$PATH (+2,98 %)
UiPath (RO/US) - Robotic process automation

$AI (+4,52 %)
C3.ai (US) - AI platform

$ESTC (+2,48 %)
(NL/US) - Search & data analysis

1.S&P Global, 2.Palantir, 3.Datadog are my top 3 in this sector

11. end applications / robots

$ABBN (+0,76 %) ABB (CH/SE) - Industrial Robots

$6954 (+2,02 %) Fanuc (JP) - Industrial robots

$TSLA (-1,81 %) Tesla Optimus (US) - humanoid robot

$9618 (+1,26 %) JD.com (CN) - logistics robot

$AAPL (-0,22 %) Apple (US) - Platform & UX

$700 (-2,64 %) Tencent (CN) - Platform & AI

$9988 (-1,56 %) Alibaba (CN) - logistics & platform

PAL Robotics (ES) - humanoid robots - not a listed company

Neura Robotics (DE) - cognitive humanoid robots - not a listed company

$TER (+4,52 %) Universal Robots (DK) - cobots - belongs to the Teradyne Corporation

Engineered Arts (UK) - humanoid robots - not a listed company

$ISRG (+0,65 %) Intuitive Surgical (US) - surgical robotics

$GMED (+1,05 %)
Globus Medical (US) - surgical robotics (ExcelsiusGPS platform)

$7012 (+0,69 %) Kawasaki Heavy Industries (JP) - industrial robots, automation

$CPNG (-0,05 %) Coupang (KR) - Logistics end user

$IRBT (+9,01 %)
iRobot (US) - consumer robotics (e.g. Roomba), non-humanoid, but navigation/sensor fusion

Boston Dynamics (US) - humanoid & mobile robots-no listed company

Hanson Robotics (HK) - humanoid robots (Sophia) - not a listed company

Agility Robotics (US) - humanoid robot "Digit" - not a listed company

1.Apple, 2.Tencent, 3.Alibaba are my top 3 in this sector

🛠 2. cross enablers (shovel manufacturers) - with hidden champions

Raw materials & battery materials

Albemarle - Lynas - Umicore

$SQM
SQM (CL) - Lithium

$ILU (+1,43 %)
Iluka Resources (AU) - Rare earths

$ARR (-1 %)
American Rare Earths (US/AU) - New supply chains

my number 1 in the sector is Albemarle

manufacturing technology

ASML - Applied Materials - Tokyo Electron

$LRCX (+3,81 %)
Lam Research (US) - Plasma/etching processes

$ASM (+8,4 %)
ASM International (NL) - ALD equipment

$MKSI (+9,2 %)
MKS Instruments (US) - Plasma/vacuum technology

my number 1 in the sector is ASML

Quality assurance

Keysight - Advantest - Teradyne

$EMR (+1,74 %)
National Instruments (US) - Measurement technology - from Emerson Electric adopted

$300567
ATE Test Systems (CN) - test systems

$FORM (+13,38 %)
FormFactor (US) - Wafer probing

my number 1 in the sector is Keysight

Motion & Drive

Parker-Hannifin

Festo (DE) - Pneumatics, Soft Robotics - not a listed company

Bosch Rexroth (DE) - Drives, Controls - not a listed company

$6481 (+0 %)
THK (JP) - Linear guides

my number 1 in the sector is Parker-Hannifin

Sensors/Imaging

$TDY Teledyne

$BSL (-1,71 %) Basler (DE) - Industrial cameras

FLIR (US) - Thermal imaging sensors - acquisition by Teledyne

ISRA Vision (DE) - Machine Vision - not a listed company

my number 1 in the sector is Teledyne

Magnets & Materials

MP Materials

$6501 (-0,57 %)
Hitachi Metals (JP) - Magnetic materials

VacuumSchmelze (DE) - Magnetic materials - not a listed company

$4063 (-0,13 %)
Shin-Etsu Chemical (JP) - Specialty materials

my number 1 in the sector is MP Materials

Chip Design & Simulation

Synopsys - Cadence - ARM

$SIE (+1,19 %)
Siemens EDA (DE/US)-Mentor Graphics-strategic business unit of Siemens AG

Imagination Tech (UK) - GPU-IP - not a listed company

$CEVA (+6,19 %)
CEVA (IL) - Signal Processor IP

my number 1 in the sector is Synopsys

Engineering & Lifecycle

PTC - Dassault - Siemens

Altair (US) - Simulation - no longer a listed company

$HXGBY (+2,24 %)
Hexagon (SE) - Metrology

$SNPS (+12,81 %)
ANSYS (US) - Simulation - takeover by Synopsys

my number 1 in the sector is Siemens

Networks & Data Centers

Arista - Cisco - Equinix

$HPE (+2,2 %)
Juniper (US) - Networks - Acquisition of HPE

$DTE (-0,27 %)
T-Systems (DE) - Industry cloud

$OVH (+4,23 %)
OVHcloud (FR) - European cloud

my number 1 in the sector is Arista

Cloud infrastructure

AWS - Azure - Google Cloud

$ORCL (-1,17 %)
Oracle Cloud (US) - ERP & databases

$IBM (+2,34 %)
IBM Cloud (US) - Hybrid Cloud

$9988 (-1,56 %)
Alibaba Cloud (CN) - Asian Cloud

$VRT
Vertiv Holdings (US) - Cloud/Infra

my number 1 in the sector is Alphabet (Google)

finance/information infra

S&P Global

$MCO
Moody's (US) - Ratings

$MSCI (-3,3 %)
MSCI (US) - Indices

$MORN
Morningstar (US) - Investment Research

my number 1 in the sector is S&P Global

Creative/Experience Infra

Adobe

$ADSK (+1,43 %)
Autodesk (US) - CAD & Design

$U
Unity (US) - 3D/AR simulation

Epic Games (US) - Unreal Engine - not a listed company

my number 1 in the sector is Adobe

Platform & Ecosystem

Apple - Tencent - Alibaba

$META (+0,87 %)
Meta (US) - AR/VR, Social Robotics

ByteDance (CN) - AI & platforms - not a listed company

$9888 (-1,34 %)
Baidu (CN) - AI & Cloud

my number 1 in the sector is Tencent

Infrastructure/Edge

Dell

$HPE (+2,2 %)
HPE (US) - Edge Computing

$SMCI (+2,61 %)
Supermicro (US) - AI servers

$6702 (+0,57 %)
Fujitsu (JP) - Edge & HPC

my number 1 in the sector is Dell

storage solutions

Micron

$000660
SK Hynix (KR) - Memory

$285A (+3,57 %)
Kioxia (JP) - NAND

$WDC
Western Digital (US) - Storage solutions

my number 1 in the sector is Micron

🏛 3. secondary key sectors with hidden champions

Financing & Capital

$GS (+1,64 %) Goldman Sachs (US) - investment bank; ECM/DCM, M&A, growth financing

$MS Morgan Stanley (US) - investment bank; tech banking, capital markets

$BLK (+0,61 %) BlackRock (US) - asset manager; capital allocation, ETFs/index funds

$9984 (+0,99 %) SoftBank Vision Fund (JP) - mega VC; growth equity in robotics/AI

Sequoia Capital (US) - venture capital; early/growth in AI/robotics - this is a classic venture capital fund

DARPA (US) - government R&D funding (robotics/defense) - independent research and development agency

EU Horizon (EU) - research funding/grants for DeepTech - Innovative Europe pillar

China State Funds (CN) - state industry/technology fund

Lux Capital (US) - VC for DeepTech - Uptake (US) - AI-based predictive maintenance

DCVC (US) - Robotics & AI focus - investing exclusively via VC fund investments

Speedinvest (AT) - EU VC for robotics - access to investment only via fund investments

my number 1 in the sector is Softbank

Maintenance & Service

$SIE (+1,19 %) Siemens (DE) - Industrial Service, Lifecycle & Retrofit

$ABBN (+0,76 %) ABB (CH/SE) - Robotics Service, Spare Parts, Field Support

$GEHC (-3,31 %) GE Healthcare (US) - Medtech service incl. robotic systems

Uptake (US) - AI-based predictive maintenance - not a listed company

Augury (US/IL) - condition monitoring, condition diagnostics - not a listed company

$KU2 KUKA Service (DE) - Robotics maintenance

$6954 (+2,02 %) Fanuc Service (JP) - global service network

Boston Dynamics AI Institute (US) - Robotics longevity - funded by Hyundai Motor Group

my number 1 in the sector is Siemens

Marketing & Advertising

$WPP (-1,79 %) WPP (UK) - global advertising group; branding/communications

$OMC Omnicom (US) - marketing/PR network

$PUB (-1,57 %) Publicis (FR) - communications/advertising group

$META (+0,87 %) Meta (US) - Digital Ads (Facebook/Instagram)

$GOOG (+1,23 %) Google Ads (US) - search & display advertising

TikTok / ByteDance (CN) - social ads & distribution - not a listed company

$AAPL (-0,22 %) Apple (US) - Branding/UX; Acceptance & Platform Marketing

$WPP (-1,79 %)
AKQA (UK/US) - Tech branding - Since 2012 majority owned by the WPP Groupbut continues to operate as an autonomous operating unit

R/GA (US) - Innovation marketing - not a listed company

Serviceplan (DE) - largest independent EU agency - not a listed company

my number 1 in the sector is Meta

Law, Regulation & Ethics

ISO (CH) - international standards, robotics standards

TÜV (DE) - certification & safety tests

UL (US) - safety/conformity testing

EU AI Act (EU) - legal framework for AI & robotics

UNESCO AI Ethics (UN) - global ethics guidelines

Fraunhofer IPA (DE) - Robotics safety standards

ANSI (US) - standards

IEC (CH) - Electrical engineering standards

Training & Talent

MIT (US) - Robotics/AI Research & Education

ETH Zurich (CH) - autonomous systems & robotics

Stanford (US) - AI/Robotics labs & spin-offs

Tsinghua University (CN) - Robotics/AI in Asia

CMU (US) - Robotics Institute

EPFL (CH) - Robotics research

TU Munich (DE) - humanoid robot "Roboy"

🌍 Top 25 companies for humanoid robotics

These companies are central to the development & production of humanoid robotsbecause without them, crucial parts of the chain would be missing:

Chips & computing power (brain of the robots)

$NVDA (+3,42 %) Nvidia (US) - AI GPUs & Isaac platform, foundation for robotic AI

$2330 TSMC (TW) - world's most important foundry, produces the AI chips

$ASML (+6,23 %) ASML (NL) - EUV lithography, indispensable for chip production

$005930 Samsung Electronics (KR) - memory, logic, foundry

$000660 SK Hynix (KR) - DRAM & NAND memory for AI

$MU (+5,59 %) Micron (US) - Memory solutions for AI workloads

my number 1 in the sector is ASML

Sensors & perception (senses of robots)

$SONY Sony (JP) - image sensors, market leader

$6861 (+1,86 %) Keyence (JP) - Industrial sensors & vision systems

$CGNX (+5,04 %) Cognex (US) - Machine Vision, precise image processing

my number 1 in the sector is Keyence

Actuators & motion (muscles of robots)

$IFX (+2,98 %) Infineon (DE) - power electronics, motor control

$6594 (+0,6 %) Nidec (JP) - World market leader for electric motors

$PH Parker-Hannifin (US) - hydraulics/pneumatics, motion technology

$6481 (+0 %) THK (JP) - Linear guides & actuators

my number 1 in the sector is Parker-Hannifin

Communication, cloud & infrastructure (nerves & data flow)

$QCOM (+2,36 %) Qualcomm (US) - Mobile & Edge Chips

$AMZN (+0,15 %) Amazon AWS (US) - Cloud & AI infrastructure

$MSFT (+0,22 %) Microsoft Azure (US) - Cloud, AI services

$CSCO (+1,23 %) Cisco (US) - Networks & Security

$VRT Vertiv Holdings (US) - Data Center Infrastructure

my number 1 in the sector is Microsoft

End Applications & Platforms (robots themselves)

$TSLA (-1,81 %) Tesla (US) - humanoid robot Optimus

$ABBN (+0,76 %) ABB (CH/SE) - Robotics & Automation

$6954 (+2,02 %) Fanuc (JP) - industrial robots & CNC systems

$7012 (+0,69 %) Kawasaki Heavy Industries (JP) - industrial robots

PAL Robotics (ES) - humanoid robots (TALOS, ARI, TIAGo) - not a listed company

Neura Robotics (DE) - cognitive humanoid robots - not a listed company

Universal Robots (DK) - cobots

my number 1 in the sector is Tesla

🇪🇺 Top 10 European key companies for humanoid robotics

$ASML (+6,23 %)
ASML (NL)

World market leader in EUV lithography - no modern chips for AI & robotics without ASML.

$IFX (+2,98 %) Infineon (DE)

Leading in power electronics & motor control - crucial for actuators of humanoid robots.

$STM (+4,78 %)
STMicroelectronics (FR/IT)

Sensors, microcontrollers & power chips - the basis for control & perception.

$SAP (+3,95 %)
SAP (DE)

ERP & data platforms, important for integrating humanoid robots into industrial processes.

$SIE (+1,19 %)
Siemens (DE)

Industrial software, automation, digital twin - key for engineering & lifecycle management.

$KU2 KUKA (EN)

Robotics pioneer, industrial robots & automation - know-how for humanoid motion mechanics.

PAL Robotics (ES) - not a listed company

Specialist for humanoid robots (TALOS, ARI, TIAGo), internationally used in research & service.

Neura Robotics (DE) - Not a listed company

Young high-tech company, develops cognitive humanoid robots with advanced AI (4NE-1).

Universal Robots (DK) - Not a listed company

Market leader for cobots - platform for safe human-robot collaboration.

Engineered Arts (UK) - not a listed company

Develops humanoid robots such as Amecaknown for realistic facial expressions & gestures - important for HRI (Human-Robot Interaction)

🌏 Top 10 Asian key companies for humanoid robotics

$2330
TSMC (Taiwan)

World's largest semiconductor foundry, produces high-end chips (e.g. Nvidia, AMD, Apple) - no AI hardware without TSMC.

$005930
Samsung Electronics (South Korea)

Foundry, memory, logic chips, image sensors - extremely broadly positioned in robotics components.

$000660
SK Hynix (KR) - Memory

$SONY
Sony (Japan)

Market leader in CMOS image sensors, essential for robotic vision & perception.

$6861 (+1,86 %)
Keyence (Japan)

Sensor technology & machine vision for industrial automation, widely used in robotics.

$6954 (+2,02 %)
Fanuc (Japan)

Industrial robots & CNC systems, one of the most important manufacturers of robotics hardware worldwide.

$6506 (+2,96 %)
Yaskawa Electric (Japan)

Drives, motion control & robot arms - relevant for humanoid motion control.

$6594 (+0,6 %)
Nidec (Japan)

World market leader for electric motors (from mini motors to high-performance drives).

$7012 (+0,69 %)
Kawasaki Heavy Industries (JP) - Industrial robots

$9618 (+1,26 %)
JD.com (China)

Driver for robotics in e-commerce & logistics, invests in humanoid robotics applications

$BNTX (-1,83 %)
$KSPI (+1,59 %)
$HIMS (+11,46 %)
$MELI (+1,69 %)
$PLTR (+5,4 %)
$DRO (+0 %)
$IFX (+2,98 %)
$9434 (-1,42 %)
$FR0010108928
$DHL (-0,07 %)
$BOSS (-0,21 %)
$CONTININS
$DOCN (+2,12 %)
$LMND (+3,01 %)
$BP. (+1,24 %)
$FRA (+0,54 %)
$PFIZER
$SNAP (+5,74 %)
$AMD (-0,59 %)
$SMCI (+2,61 %)
$OPEN (-2,2 %)
$CPNG (-0,05 %)
$LCID (+1,28 %)
$CBK (+3,55 %)
$ZAL (+5,55 %)
$NOVO B (+6,64 %)
$VNA (-1,02 %)
$BAYN (+0,56 %)
$UBER (+1,75 %)
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Masayoshi Son, CEO of the SoftBank Group

$9984 (+0,99 %)announced plans to develop the company into a leading platform provider for "artificial superintelligence" within the next decade.

At the annual shareholders' meeting, he compared this goal to the dominance of Microsoft $MSFT (+0,22 %), Amazon $AMZN (+0,15 %) and Google $GOOGL (+1,22 %) and referred to the "winner takes all" dynamic.

He defined artificial superintelligence as a technology that outperforms human capabilities by a factor of 10,000.

By 2025, SoftBank had invested massively in AI, including the acquisition of US chip designer Ampere for USD 6.5 billion and up to USD 40 billion in funding for OpenAI.

(...)

SoftBank's cyclical bets follow a historic boom-bust pattern:

Son's new "all-in" stance on OpenAI (32 billion US dollar investment) mirrors his previous high-risk tech bets that have shaped SoftBank's history.

This reflects a consistent pattern of massive, concentrated investments - from $100 million in Yahoo in 1996, to $20 million in Alibaba in 2000 (whose value grew to $130 billion), to the $100 billion Vision Fund in 2017.

(...)

This approach with high risk and high returnas critics have called it, has changed the risk capital landscape with inflated valuations and pressure on competitors to match the same level of funding.

(...)

SoftBank's strategic positioning mirrors previous battles over technology platforms.

Son's ambition to be the "organizer of the industry" in artificial superintelligence is reminiscent of the platform dominance strategies that spawned trillion-dollar companies like Microsoft, Amazon and Google.

SoftBank is strategically expanding its AI base through talent acquisition and infrastructure investmentsincluding the acquisition of semiconductor designer Ampere for $6.5 billion and a $40 billion commitment to OpenAI.

The company's approach leverages its historical strength in hardware through Arm Holdings to create an integrated AI ecosystem that includes chips, infrastructure and applications.

SoftBank's funding pattern typically encourages market consolidation, providing capital on a scale that forces smaller competitors to merge or exit - a strategy that fundamentally changes the competitive dynamics in target sectors.

This platform strategy is in line with Son's long-term vision, which he has been articulating since at least 2017: a future with one trillion connected devices by 2035, allowing SoftBank to capitalize on the massive data streams powering advanced AI systems.

⬇️⬇️⬇️

https://www.techinasia.com/news/softbank-aims-to-lead-in-artificial-super-intelligence

The share price has also been rising again for some time, as investors are generally becoming more optimistic. Nevertheless, it is still massively undervalued in my opinion. In addition to the crucial AI platform strategy (for which they themselves are creating demand with Stargate (USA, UAE, UK...), so theoretically benefit twice over), there are of course many other interesting investments and initiatives (Wayve, Grab $GRAB (+4,74 %)Coupang $CPNG (-0,05 %), 21 Capital, Helion, PayPay Expansion.....). Overall, I believe in the company's vision and see many indications that it could succeed :)

$CPNG (-0,05 %)
$PLTR (+5,4 %)

Hello my dears,

Today I took a look at coupang's key figures.

I am impressed by the triple-digit earnings growth for the next few years.

As a result, the P/E ratio continues to fall and we are at a PEG below 1

(I have made a comparison with Palantir, which you can see in the attachment)

I am invested in coupang and am about to buy more. (Therefore, do not consider this post as an investment recommendation, but as a message about my investments).

Coupang, Inc, a company headquartered in Seattle, Washington, operates primarily in South Korea and, together with its subsidiaries, runs an extensive e-commerce business. This is mainly conducted via mobile applications and websites. The company is active in two areas: product trading and the development of new offerings.

Coupang offers a wide range of products and services. These include household goods and decorative items, clothing, beauty products, fresh food, sporting goods, electronics and everyday consumer goods. The company also offers travel and restaurant ordering and delivery services.

Coupang's specialty services include Rocket Fresh, a fresh food delivery service, Coupang Eats, a restaurant ordering and delivery service, and Coupang Play, an online content streaming service. The company also offers advertising products.

In addition to South Korea, Coupang also operates and provides operational and support services in the United States, Japan, Taiwan, Singapore and China. The company was founded in 2010.

Morgan Stanley names Coupang (CPNG) as its new top pick and raises price target

https://www.insidermonkey.com/blog/morgan-stanley-names-coupang-cpng-its-new-top-pick-lifts-pt-1541953/

Park Dae-jun to drive Coupang's AI expansion as sole CEO

https://www.koreatimes.co.kr/business/companies/20250527/park-dae-jun-to-drive-coupangs-ai-expansion-as-sole-ceo

Strong growth and higher profitability: Coupang launches 1 billion share buyback

https://www.it-times.de/news/starkes-wachstum-und-hoehere-profitabilitaet-coupang-startet-1-mrd-aktienrueckkauf-170493/#google_vignette

$CPNG (-0,05 %)

The e-commerce giant Coupang announced on Wednesday that it had achieved record sales in the first quarter. This was due to favorable exchange rates and the growth of its emerging business areas.

Coupang's revenue in the period from January to March amounted to 7.91 billion US dollars, an increase of eleven percent year-on-year (as reported) and 21 percent (adjusted for currency effects), the company said in a statement.

Sales were 120 million dollars below the market forecast of 8.03 billion dollars.

Operating profit more than tripled to 154 million dollars, while net profit was 114 million dollars, up from a loss in the same period last year.

The New York Stock Exchange-listed company attributed its improved profits to favorable exchange rate conditions and an upswing in the company's new business areas.

The combined sales of the Taiwanese delivery service Rocket Delivery, Coupang Eats and the recently acquired online fashion retailer Farfetch rose by 78 percent year-on-year to 1 billion dollars.

The revenue of Coupang's core Product Commerce division, which includes the Rocket Delivery and Rocket Fresh services, increased by 16 percent year-on-year to 9.98 trillion won (7 billion dollars). The number of active customers in this division rose by 9 percent to 23.4 million.

Coupang also announced that its board has approved a share buyback program worth up to 1.4 trillion won in common shares, describing it as part of a long-term strategy to create value for shareholders.

The company reported earnings per share of 0.06 US dollars, missing the forecast of 0.07 US dollars.

The company will continue to invest and expand its presence in Taiwan and expects continued growth of its food delivery service Coupang Eats, Coupang CEO Bom Kim said in a conference call on Coupang's outlook.

"We see tremendous potential [in Taiwan] to deliver the same mind-blowing wow experiences that have resonated so well with consumers in Korea," he said.

https://koreajoongangdaily.joins.com/news/2025-05-07/business/industry/Coupang-posts-record-Q1-sales-boosted-by-FX-rates-and-new-ventures/2301578

The conference call on the quarterly results of Coupang ($CPNG (-0,05 %) ) showed impressively how the company is further expanding its further expanding its leading position in e-commerce. CEO Bom Kim started the year with an impressive sales increase of almost 6 billion US dollars - a growth of 23 % on a currency-adjusted basis.

Particularly pleasing was the increase in gross profit of 29 %. The company generated an adjusted EBITDA of 1.4 billion US dollarswith a margin of 4,5 % and a free cash flow of over 1 billion US dollars.

Coupang continues to do everything in its power to the best customer experience at the lowest at the lowest price. Through strategic innovations in the logistics and fulfillment infrastructure the company was able to increase same-day and dawn delivery capacities by 45%. Customers also benefit from extended order lead times for same-day deliverieswhile the range of Rocket Delivery new services such as the installation of large appliances, furniture, electronics and car tires. tires.

The fresh produce range was also expanded by 30 % - a niche with enormous potential, particularly thanks to the free same-day and dawn delivery model. Particularly exciting: Jeju Island is now supplied overnight with Rocket Delivery - an important milestone in expanding the delivery service to all regions.

At the same time, the increase in efficiency in logistics has a direct impact on profitability. Thanks to the optimization of the supply chain has reduced line haul costs by 16 %while the automation of the fulfillment processes almost doubled. was almost doubled. And there is still further potential here: the The degree of automation remains in the low double-digit rangewhich should lead to additional margin improvements in the medium term.

International expansion continues to gain in importance for Coupang. Taiwan remains the most important test market outside Koreaand the growth figures confirm the success. In the fourth quarter quarter, sales there rose by 23 % compared to the previous quarterlargely due to organic growth. In addition, the WOW membership program was introduced in Taiwan, successfully replicating Coupang's proven model from Korea.

Another major topic was the acquisition of Farfetchwhich was completed at the beginning of 2024. The company had previously struggled with with high losses and declining growth ratesbut Coupang has implemented significant operational implemented significant operational improvements. Farfetch is now operating at a break-even run rateand the platform still has 49 million monthly visitors in over 190 countries.

For the coming year, Coupang sees enormous potential in the further further scaling of high-margin business areas. The automation of fulfillment processes will be driven forward in order to further optimize the supply chain. further optimize the supply chain and improve the cost structure. In addition, the product range is being first-party and third-party offerings which not only strengthens the not only strengthens the customer offering, but also drives sales growth.

Coupang anticipates currency-adjusted sales growth of 20 % .. Particularly pleasing: the gross profit growth in the Product Commerce segment is expected to exceed sales growthwhich points to a further margin improvement which points to a further improvement in margins.

In the Developing Offerings Coupang expects an adjusted EBITDA loss of between 650 and 750 million US dollarswhich shows that the company is continuing to invest heavily here in order to expand new business areas.

In the subsequent Q&A part of the conference call, several key questions were raised.

Stanley Yang (JPMorgan) asked about the possible slowdown in the e-commerce market and its impact on Coupang. CEO Bom Kim explainedthat Coupang continues to grow strongly despite the macroeconomic uncertainties. continues to grow stronglyas the company only has a small small share of the overall retail market and market share through continuous optimization of service, selection and price. can continue to gain market share.

Eric Cha (Goldman Sachs) wanted to know the benefits of the technology investments. CFO Anand made it clear that the focus is on machine learning and generative AI to improve the customer experience and optimize operational processes.

Seyon Park (Morgan Stanley) was interested in the strategy following the restructuring of Farfetch. Bom Kim emphasized that operational efficiency has already been significantly increased and that the company is now focusing on profitability and sustainable growth.

The results of the conference call made it clear that Coupang remains on course for growth. The company is making targeted investments in technology, automation and new marketsto improve margins and exploit long-term market opportunities..

Uber Eats currently holds a 70 percent share of the Japanese food delivery market.

$CPNG (-0,05 %)
$UBER (+1,75 %)

Coupang Eats, a food delivery platform from Coupang, has launched a pilot food delivery service in Tokyo. It is the company's first service launch abroad.

The pilot service called Rocket Now began operating in Tokyo's Minato district on January 14, according to industry sources.

The latest foray into Japan could be the next big breakthrough for Coupang, which is looking to expand its global presence.

This is Coupang's second attempt to establish a presence in the Japanese market.

The e-commerce platform had previously launched Coupang Japan in 2021, a quick-commerce service that delivered groceries and daily necessities to select Tokyo neighborhoods, but pulled out in 2023.

This time, the company is focusing on grocery delivery, which generally requires less initial investment than e-commerce services that rely on large logistics centers.

Industry observers are eager to see whether Coupang can gain a foothold this time, especially without WOW membership, which has been a growth driver for its domestic business.

WOW membership includes benefits such as free delivery and returns, free delivery of Coupang Eats and access to the Coupang Play streaming platform in Korea.

Coupang Eats grew in Korea after it introduced free delivery for WOW members in March 2023. According to MobileIndex data, Coupang Eats recorded 9.63 million monthly active users in December 2024, an increase of 72.1 percent year-on-year.

The Japanese food delivery market has grown in recent years. Grand View Research predicted that the market would grow by 8.4 percent annually and reach USD 35.45 billion in 2030, up from USD 22.62 billion in 2022.

Woowa Brothers, the operator of online delivery platform Baedal Minjok, entered the Japanese market twice, in 2014 and 2020, with both efforts ending in withdrawal within a year.

https://koreajoongangdaily.joins.com/news/2025-01-21/business/industry/Coupang-Eats-launches-first-overseas-delivery-service-in-Tokyo/2226848

$JMIA (+0,69 %) - Company presentation (difficult market/great potential):

$JMIA (+0,69 %) is an online trading company operating in Africa. The company offers a wide range of products such as electronic goods and fashion.

It offers payment, food delivery, credit and flight booking services.

They stand out in the African e-commerce landscape. Their innovative platform is revolutionizing traditional retail by offering a diverse range of products and services online that are tailored to the specific needs of the African market. The company's integrated payment system, JumiaPay, enhances the customer experience through a seamless, secure transaction process. Jumia's logistics network, designed to overcome regional challenges, ensures efficient delivery, strengthening the company's position as a leader in African e-commerce.

$JMIA (+0,69 %) was founded in Lagos Nigeria in 2012 by two former management consultants Jeremy Hodara and Sacha Poignonnec.

$JMIA (+0,69 %) is active in 11 African countries: Nigeria, Egypt, Morocco, Kenya, Ivory Coast, South Africa, Tunisia, Algeria, Ghana, Senegal, Uganda

$JMIA (+0,69 %) Logistics enables the convenient and reliable delivery of goods. It consists of a large network of rented warehouses, pick-up stations for consumers and drop-off points for sellers, as well as more than 400 local external logistics service providers. Their logistics partners and facilities are seamlessly integrated and managed through their proprietary technology, data and processes.

$JMIA (+0,69 %) is taxable in Berlin, the development team is based in Portugal and the actual headquarters are in Dublin .

For this reason, and because the nationality of the two CEOs is French, there are various doubts that $JMIA (+0,69 %) is an African company, as is claimed in the self-promotion.

• In March 2016, the company managed to raise 50 million euros in venture capital
• As Africa's first "unicorn", the technology start-up reached a valuation of over 1 billion US dollars
• In April 2019, the company made its stock market debut on the New York Stock Exchange, raising capital of USD 196 million
• Jumia's share price initially tripled within the first three days of trading before settling back around the initial price a month later
• Among other things, the share price was negatively affected by the allegation made by the US portal Citron Research that Jumia had reported false key figures prior to the IPO.

Arguments for $JMIA (potential/giant market opportunities):

• Africa's e-commerce penetration is only ~5%, compared to over 20% globally, suggesting huge upside potential
• Africa's population is projected to account for 25% of the world's population by 2050 (a huge untapped consumer base)
• With an average age of 19.7 years - a young, digitally savvy consumer base.
• Internet penetration is growing rapidly and is expected to reach 65% by 2030, driven by affordable smartphones and growing infrastructure.
• $JMIA (+0,69 %) is active in 11 major African markets and covers over 70% of the continent's GDP and internet users.
• Market leader in logistics: $JMIA (+0,69 %) Processed 5.6 million parcels on Black Friday and has a delivery infrastructure that covers urban and rural areas
• Fintech expansion: JumiaPay increased transactions by 40% year-on-year, creating opportunities in Africa's underserved regions with banking services
• Financial upside and synergies: Jumia's market capitalization is USD 554 million, the company trades at only about double its revenue
• 1.7 billion Africans will join the consumer economy by 2030, driving demand for e-commerce
• Strong growth figures: GMV (Gross Merchandise Volume) +33% YoY (currency adjusted) showing robust demand.
• Orders +18 % YoY, driven by the success of Black Friday.
• Growth in the interior of Nigeria: +44 % YoY,
• Solid financial position: USD 164.6m in cash reserves - ample liquidity for future investments. Operating losses are falling every quarter, demonstrating cost discipline and efficiency gains.
• Attractive valuation: Trades at ~2x sales and 1.7x EV/sales, well below peers in high-growth markets. Market capitalization of USD 554m positions Jumia as a small-cap with significant upside potential.
• Strategic implementation: Focus on domestic expansion, procurement efficiency and adaptation to local markets. Utilization of logistical capacities: 5.6 million parcels were handled during the Black Friday season (+24% year-on-year).
• Long-term potential: Positioned as Africa's leading e-commerce platform. Benefits from improved infrastructure, increasing internet penetration and growing consumer acceptance.
• The African e-commerce market is expected to grow exponentially from USD 30 billion in 2024 to over USD 75 billion in 2030.

The anxiety around Jumia often revolves around a single question: what happens when giants like $AMZN (+0,15 %) , $BABA (-1,99 %) or $PDD (-1,09 %) decide to enter the African market?

At first glance, this is a legitimate concern. But this perspective overlooks the essence of e-commerce success in Africa. It's not about flashy apps or sprawling warehouses in cities - it's about solving the logistical puzzle. And that's where Jumia's advantage lies. Africa's logistical challenges are unprecedented. In many regions, physical addresses are not a given, but a rarity, making deliveries difficult and turning traditional e-commerce models on their head.

$JMIA (+0,69 %) operates in an environment where customers often live miles away from hubs and there are no traditional delivery points. This is where Jumia has built its moat. It's more than an e-commerce platform, it's a logistics powerhouse designed to tackle the complexities of the continent. It's not just about delivering parcels. Jumia's network connects remote and rural regions that global competitors may not be able to serve. Take Nigeria, for example. With a population of over 200 million, the consumer base extends far beyond the urban centers of Lagos. Selling products is one thing, reaching underserved regions with sparse infrastructure is another and this is where $JMIA (+0,69 %) strength.

The logistics system is not easily replicated and is a barrier to entry that global giants must reckon with. International players eyeing Africa have a difficult choice: invest billions in building a comparable infrastructure or partner with $JMIA (+0,69 %) whose network has already proven itself in markets such as Ghana, Kenya and the Ivory Coast. In either case $JMIA (+0,69 %) benefit from this. The company is the natural ally - or rival - for any e-commerce player trying to gain a foothold in Africa. And $JMIA (+0,69 %) is constantly improving its market position and is not satisfied. Operational improvements are further consolidating its position. Consolidating smaller warehouses into larger, technology-enabled facilities and optimizing fulfillment centers in core markets such as Nigeria and Ghana reduces $JMIA (+0,69 %) inefficiencies. These changes not only reduce costs, but also create scalability, allowing the company to expand deeper into untapped regions where there is little competition.

Of course, the macroeconomic backdrop is tough. Currency devaluations and volatile markets weigh heavily on $JMIA (+0,69 %) 's operating environment. But its logistics network remains an irreplaceable asset that global competitors struggle to replicate, even with significant investment. A current outstanding key figure underlines this: Over 50% of orders from $JMIA (+0,69 %) now come from outside the major cities, a testament to its reach and resilience.

Western companies often dream of penetrating African markets, but constantly fail. Deciphering the African logistics code has proved too complex, and currency risks are driving many to retreat. Meanwhile $JMIA (+0,69 %) is flourishing. It is adapting to challenges that others consider insurmountable and consolidating its leadership position.

Can competitors catch up? A question that is often asked ?

At the moment, they can't really. Jumia's logistics network is more than an operational tool, it's a fortress. This system, built to withstand Africa's unique challenges, is the foundation of its success. It is also the core of its strategy, the playbook of $AMZN (+0,15 %) , $MELI (+1,69 %) , $BABA (-1,99 %) to follow.

Building a strong logistics network to create lasting barriers to market entry. The latest Black Friday results (as briefly outlined above) underline this potential. Orders increased by 18 % year-on-year, while GMV (Gross Merchandise Volume) grew by an impressive 33 % in constant currency.

However, significant currency devaluations in key markets such as Nigeria and Egypt dampened reported GMV growth to just 2%. Despite these headwinds, Jumia's underlying business demonstrates its ability to weather macroeconomic storms. The customer retention metrics speak for themselves. The total number of customers rose by 9% and orders increased by 18%.

A 44% increase in physical goods orders from regions outside Nigeria's major cities. This expansion into the interior of the country underlines the untapped potential that Jumia is beginning to develop.

The switch to an asset-light model is also paying off. Jumia Logistics recorded a 24% increase in parcel volumes, underlining the efficiency of its operations. On the supply side, international procurement is booming. The number of items from global sellers has risen by 31 %.

This diversifies the platform's offering to meet growing consumer demand. This diversification is critical to cementing Jumia's role in Africa's dynamic e-commerce landscape. And yet the market has not caught up. Despite this progress, Jumia's valuation is still not dependent on the dynamics of its core business.

Continued improvements in logistics, geographic expansion and customer acquisition could provide the basis for significant upside potential

However, the way forward will not be easy. Currency fluctuations in key markets and dependence on cash reserves pose risks. But Jumia offers a rare opportunity to enter one of the fastest growing e-commerce markets in the world. $JMIA (+0,69 %) is far from over - it is just beginning.

Earnings highlights for the third quarter of 2024:

- Revenue of $36.4 million, down 13% YoY, or up 9% in constant currency

- GMV of $162.9 million, down 1% YoY, or up 29% in constant currency

- Operating loss of $20.1 million compared to $18.3 million in the third quarter of 2023, up 10% YoY, and up 6% in constant currency

- Adjusted EBITDA loss of $17.0 million compared to $14.8 million in the third quarter of 2023, up 15% YoY, and up 10% in constant currency

- Loss before income tax from continuing operations of $17.8 million in the third quarter of 2024, down 17% YoY or down 2% in constant currency

- Liquidity position of $164.6 million, an increase of $71.8 million in the third quarter of 2024, that includes the net proceeds from the August 2024 At-the-Market (ATM) offering, compared to a decrease of $19.0 million in the third quarter of 2023

- Net cash flows used in operating activities of $26.8 million compared to $24.0 million in the third quarter of 2023

• Summary and personal opinion: $JMIA (+0,69 %) Blend of market leadership, operational improvements and growth in untapped regions, positions the company for exponential growth. At current levels, it could be a rewarding, very long-term investment in one of the most promising markets in the world, even if the environment is very challenging and the investment naturally carries a lot of risk. A takeover by a major player such as $AMZN (+0,15 %) , $MELI (+1,69 %) , $BABA (-1,99 %) could also be possible, as setting up your own logistics is very difficult and costly. ✌️

$AMZN (+0,15 %) , $MELI (+1,69 %)
$BABA (-1,99 %) , $SE (+2,21 %) , $PDD (-1,09 %) , $JD (+0,5 %) , $9618 (+1,26 %) , $9988 (-1,56 %) , $CPNG (-0,05 %) , $EBAY (+0,48 %)