Mercari – The US Push and the Merpay Strategy
We visited Mercari today to discuss the recent results and the company’s strategy and long-term outlook. In particular we wanted to assess the...
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Z and LINE, Sitting in a Tree... M.E.R.G.I.N... G...?
Tonight, in what is a shocker of a news story, the Nikkei carried an article titled ヤフーとLINE、経営統合へ which translates to "Yahoo and LINE, Moving...
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Z Holdings (4689 JP): 2Q Is a Step in the Right Direction But We Remain Passive
In our previous notes, Yahoo Japan: Slowdown in Traditional Business Silos Deter Mid-Term Prospects and Yahoo Japan: Something Is Better Than...
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Japan Fashion Market Review 2019 Part II: Winners & Losers and Key Business Trends
As shown in Part I of our review, the apparel and fashion market contracted slightly last year and no single format was immune to the tougher...
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ZOZO: Approaching the Horns of a Risk Dilemma
The Partial Tender Offer announcement at ¥2620/share, where Z Holdings (4689 JP) was going to try and buy 50.1% of ZOZO Inc (3092 JP), with founder...
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