Rakuten: Q4 Results Takeaways Include Firming up of Mobile Launch Timeline
Rakuten posted Q4/FY19 results including the first annual net loss since FY08 on the back of accelerated investment in mobile and logistics. That...
374 Views
Docomo Buyback Nearly Done; NTT/Docomo Cheapest Fundamentally in A Looooong Time
The buyback by NTT Docomo Inc (9437 JP) over the past year and small change has been significant.In November 2018, NTT Docomo announced a "Docomo...
467 Views
Mercari – On Track for Loss Peak-Out
Mercari 2Q revenue of ¥18,445m barely exceeded consensus of ¥18,364m by 44bps while operating loss of -¥6,896m was worse than consensus...
373 Views
Japanese E-Commerce Review 2020: Softbank/Z, Rakuten and Amazon to Dominate Further
What statistics are available suggest that Japan lags behind China, USA and the UK in terms of e-commerce penetration but this position overlooks...
570 Views
Zozo Spreads Its Wings at Home and Overseas
ZOZO's (3092 JP) new alliance with Softbank (9434 JP)/Z Holdings (4689 JP) is already bearing fruit.As well as opening on Z’s PayPay in December,...
365 Views