A South Korean Falling Knive

Investing Strategies Falling Knives
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South Korean online retailer Coupang (CPNG) is trading near its 52 week lows. Company shares had peaked in mid Sept 2025. But then started heading lower. In early Dec 2025, the company experienced a data breach. That development took the shares down even lower.

In late Dec 2025, the company indicated the scope of the data breach was less severe – Coupang shares rally as scope of data breach was limited, hacked data retrieved (CPNG:NYSE) | Seeking Alpha

No position currently. But very appealing at current levels

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Based on events, I should make a point of clarification. The Coupang data breach was reported in Dec 2025 and assumed to affect 33 million customers. Based on various reports, the actual breach was actually earlier in 2025 (June 2025). The customer base affected was narrowed down significantly (multiple orders of magnitude) to around 3000.

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