Toyota – Superbowl Commercials and the Evolution of Toyota
On the day the Nikkei recovered the 30,000 level after three decades we look at the evolution of Toyota's image and character, and Japan's new...
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🇯🇵 JAPAN • Results & Revisions 02/04 Ibiden, Takeda.
Of Thursday's 151 results announcements, 69% scored positively for earnings momentum despite trailing revenues falling by 5.1% on average and a 0.8...
330 Views
Mercari – Small Beat and Good Underlying Trends
Mercari posted decent 2Q results and is now intent on increasing take rates in the US and expanding monetisation of Merpay, pointing to significant...
382 Views
Mercari – If Mercari Traded Up to Poshmark’s 30x EV/Sales You Would Make 184%
Mercari doubled in 2020 as its Japanese business grew quickly and the US operations started to show genuine promise. We believe this is just the...
461 Views
Poshmark - Second-Hand Fashion
Poshmark’s leverage into online shopping, social and second-hand purchases are attractive, but will it be able to break out of its niche to expand...
594 Views