Zozo – Nice Results but It’s Just a COVID Bump
Zozo reported strong results with revenue up 19.4% to ¥33.7bn (consensus ¥32.1bn) and OP of ¥10.4bn (consensus ¥8.4bn). While results were strong,...
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Mercari – A Primer to Refresh Our Top Conviction Call
With Mercari up 85% for the year, we review the company’s business model and the factors we consider attractive for investors who may be new to the...
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Government Fuels Japan Cashless Payments War
In June, the government’s rebate scheme that simultaneously aimed to reduce the burden of its October 2019 tax increase while also promoting...
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Asia Short Interest Weekly - Ping An, CPIC, SMIC, Meituan, Shiseido, Yageo, MediaTek
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
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Market Is Pricing a LINE Bump - Should It?
Seven and a half months ago, the Nikkei carried an article titled ヤフーとLINE、経営統合へ which translates to "Yahoo and LINE, Towards a Merger."The article...
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