Japanese Telcos: Upgrading Forecasts & Target Prices. Concerns over Rakuten's Entrance Seem Overdone
We have recently upgraded forecasts and target price targets for the three incumbent Japanese telecom operators (MNOs). There are a number of...
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The BIG BUY of Z
18 months ago, Altaba Inc (AABA US) announced it would start selling down its 2bn shares-plus of Yahoo Japan - as of two days ago renamed Z...
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Seven & I Digital Setback as 7Pay Suffers Stillbirth Due to Management Bungling
Seven & I Holdings' (3382 JP) image as Japan’s most trusted retailer was severely tarnished this summer. In July, the launch of its mobile...
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Japan Short Interest - Large Baskets Go Through
The short notional in the market for the week ended 13 September is US$31.04bn with the largest short positions in Itochu Corp (8001 JP), Toyota...
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The Era of Digital Zaibatsu*: Takeover of Zozo a Win for Softbank/Yahoo in Online Supremacy Battle
As everyone will now know, Yahoo Japan (4689 JP) will buy a major stake in Japan's leading online fashion retailer ZOZO Inc (3092 JP). Zozo’s...
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