“Leaving Rakuten” Becomes a Trend
In mid-March, Rakuten Inc (4755 JP) went ahead and introduced free delivery on purchases of just ¥3,980 or more, but only for vendors willing to...
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Japan - Jump in Shorts Led By Fast Retailing (9983 JP)
The short notional in the market for the data released 18 February is US$24.74bn (up by US$460mm excluding FX movements) with the largest short...
356 Views
Japan - Shorts Cover Consumer Staples, Increase Positions on Consumer Discretionary
The short notional in the market for the week ending 7 February is US$25.00bn (up by US$100mm) with the largest short positions in Itochu Corp...
385 Views
Japan - Shorts Jump on Yaskawa Electric, Shionogi; Drop on Zozo, Showa Denko
The short notional in the market for the week ending 31 January is US$24.90bn (up by US$370mm) with the largest short positions in Itochu Corp...
293 Views
Zozo – Growth Cancellation Follows Dear Moon Cancellation
We have been harping on the likelihood of growth turning negative in 2H for some time, pointing out that the sell side’s assumptions regarding...
402 Views