Z Holdings: Rakuten’s Results Make Us Worry More About Z Holdings
Rakuten Inc (4755 JP)’s domestic e-commerce GMV growth fell at a much slower rate than Z Holdings (4689 JP)’ Shopping business GMV in 3Q FY03/20....
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Japan Payment Wars: NTT Docomo and Merpay/Origami to Attempt Catch up with PayPay and Rakuten
When Origami, the only independent mobile payments provider, last month agreed to be bought by Mercari and merge its systems with Mercari’s own...
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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...
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Recruit Holdings [Alternative Data]: Should the Slowdown in Indeed Warrant a Discount?
A slowdown in the HR Technology business, which operates two popular employment websites, indeed.com (Indeed) and glassdoor.com (Glassdoor), is one...
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Z Holdings 3Q Update: A Lot of Hope but Little Substance
The market reacted positively for Z Holdings (4689 JP)’s 3Q FY03/20 results as Z’s share price increased by c.4% since the results were released...
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