CyberAgent (4751 JP): Key Takeaways from Our Discussion with the IR Team
Our recent conversation with CyberAgent’s IR team suggests that a significant improvement in the OP margin is unlikely in the next few quarters....
267 Views
CyberAgent: Tumbling Dice
TUMBLING DICE - After ZOZO (3092 JP) (-52%) and Mercari (4385 JP) (-50%), CyberAgent (4751 JP) is the worst-performing large-cap Internet stock in...
666 Views
Yahoo Japan 3Q Update: Consumer Business Drives Mid-Term Growth; Plans to Diversify in the Long Run
Yahoo Japan (4689 JP) reported 3Q FY03/19 financial results last Monday (04th February). Revenue and OP were on par with consensus. YJ revised the...
496 Views
Japan: Fortnightly Update - And So It Goes
AND SO IT GOES - After our eight-day 4.5% 'Thanksgiving rally', the market reverted to recent type and promptly fell 6.5% to Tuesday's low, which...
432 Views
Smartkarma’s Week that Was in JP/KR: Softbank Telecom IPO & Shinsegae's Pursuit of Amazon Fresh
Below is the list of the Japan/Korea related posts put on the Smartkarma platform during the week of Oct 29.
462 Views