Rakuten: Q4 Results Takeaways Include Firming up of Mobile Launch Timeline
Rakuten posted Q4/FY19 results including the first annual net loss since FY08 on the back of accelerated investment in mobile and logistics. That...
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Z Holdings 3Q Update: A Lot of Hope but Little Substance
The market reacted positively for Z Holdings (4689 JP)’s 3Q FY03/20 results as Z’s share price increased by c.4% since the results were released...
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The Activism at TBS - There's a History, And There Is NEW Activity, But Don't Hold Your Breath
Major Japanese broadcaster Tokyo Broadcasting System (9401 JP) has a long history of being a target for wannabe activists. The company has long...
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Japanese E-Commerce Review 2020: Softbank/Z, Rakuten and Amazon to Dominate Further
What statistics are available suggest that Japan lags behind China, USA and the UK in terms of e-commerce penetration but this position overlooks...
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Zozo Spreads Its Wings at Home and Overseas
ZOZO's (3092 JP) new alliance with Softbank (9434 JP)/Z Holdings (4689 JP) is already bearing fruit.As well as opening on Z’s PayPay in December,...
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