Smartkarma’s Week That Was in JP/KR: -0.3% GDP Growth, Intel's Warnings, & The Next Joker?
KOSPI is up 7% YTD and Nikkei is up 11% YTD. South Korea reported horrible GDP data in 1Q19. It was reported in the past week that South Korea's...
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Zozo: The Tesla of Apparel Ecommerce
ZOZO Inc (3092 JP) released weak results (-14% vs. consensus) and guidance (-10.2% vs. consensus) at the OP level. The company did announce the...
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ZOZO: No More Thank Yous and Less Profit Too
ZOZO's (3092 JP) announced its FY18 results today, with operating profit down 21% despite sales increasing by 20.3%.What was more surprising was a...
544 Views
🇰🇷 🇯🇵 That Was The Week That Was North Asia - 15th-21st April 2019 @Smartkarma
In the last week, Smartkarma's North Asian team Equity Bottom-Up Insights were more Bullish than Bearish by a ratio of 8/6. However, the Macro and...
471 Views
GMO Payment Gateway: As Expensive as It Is, This Is Not a Short
We visited Gmo Payment Gateway (3769 JP) a couple of times over the last few weeks to discuss their business model and future prospects. The...
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