SMFG (8316 JP): Close But No Cigar (1Q FY3/2020 Results Comment)
1Q FY3/2020 results for Sumitomo Mitsui Financial (8316 JP) represented a small YoY decline at the consolidated net profit level. The group’s...
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The 7pay Hack Could Be a Result of Unhealthy Competition in the Mobile Payments Space
Japanese mobile payments had a roller coaster ride last week. The week began on a positive note with Familymart Uny Holdings (8028 JP) and Seven...
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Paying with PayPay: A Deep Dive into Yahoo! Japan’s Mobile Payment Business
In our previous note, Rakuten Pay Tops the Japanese Cashless War, we suggested that Rakuten Inc (4755 JP) is most likely to walk away as the winner...
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Rakuten Pay Tops the Japanese Cashless War
Readers interested in Japan's payments/cashless future should refer Michael Causton's excellent work in Who Will Win the Cashless Wars in...
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Japan Banks – Unloved for Many Reasons
The Bank of Japan (BOJ) offers negative interest rates on monies deposited. Japan’s banks are largely wholesale, with lumpy corporate loans and in...
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