Zozo: What Are the Downside Risks Post-Tender Close?
Yesterday in our initial commentary on the announcement of Yahoo Japan (4689 JP)'s tender offer for 50.1% of ZOZO Inc (3092 JP) we were somewhat...
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The Era of Digital Zaibatsu*: Takeover of Zozo a Win for Softbank/Yahoo in Online Supremacy Battle
As everyone will now know, Yahoo Japan (4689 JP) will buy a major stake in Japan's leading online fashion retailer ZOZO Inc (3092 JP). Zozo’s...
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Yahoo Japan Partial Tender for ZOZO. Pro-Ration and Arb Grids
This morning, early, Japan's public broadcaster NHK brought out a scoop which will surprise many, saying Yahoo Japan (4689 JP) has apparently...
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Zozo: Yahoo Japan Tenders, Maezawa Is Out, Will GMO PG Be Squeezed Out?
Early this morning NHk reported that Yahoo Japan (4689 JP) and ZOZO Inc (3092 JP) were in final talks for Yahoo Japan to take a majority stake in...
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Fast Retailing: Korea Boycott, an Opportunity for Investors
Amidst Korea’s Boycott of Uniqlo lies an opportunity to buy what could be the largest private label apparel company in few years. Fast Retailing’s...
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