Recruit Holdings: Strong 2Q Results But Too Expensive for Our Liking
Recruit Holdings (6098 JP) reported its 2Q FY03/20 financial results last week. The company reported revenue of JPY607bn (+5.0% YoY) and EBITDA of...
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Z Holdings Merger with LINE: Unequal Spirit
Softbank Corp (9434 JP) plans to merge Z Holdings (4689 JP) (ZHD) with messaging app operator LINE Corp (3938 JP) to create a $30 billion tech...
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Japan - Big Shorts on Zozo (3092 JP)
The short notional in the market for the week ended 15 November is US$25.82bn (down by US$480m) with the largest short positions in Itochu Corp...
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Korean Government (FTC) Goes After Naver
It was reported today after the market close that the Korean Fair Trade Commission (FTC) decided Naver Corp (035420 KS) abused its monopoly...
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LINE and Z, Sitting in a Tree... M.E.R.G.I.N.G! And a Tender Offer!
This weekend saw news out late Sunday that Naver Corp (035420 KS) and Softbank Corp (9434 JP) would announce a merger between Naver's LINE Corp...
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