Rakuten (4755) BUY Ahead of the First Half Results, Out on August 6th.
Last year IFRS operating profit came in at Y40.4bn (+73%) in the first quarter (3/17) and Y68.6bn (+39%) for the first half (6/17). This first...
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Japanese Telcos: Structurally the Most Attractive Wireless Market in the Developed World?
Following a change of analyst, Chris Hoare has taken over coverage of the Japanese telcos. We see Japan as one of the best liquid developed...
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Japanese E-Commerce Breaks ¥16.5 Trillion in FY2017
The Ministry of Economy, Trade & Industry (METI)’s annual e-commerce survey confirms strong growth in 2017, up 9.5% on the previous year....
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Seven Eleven’s New ‘Net Conbini’ to Advance Disruption in Food Retailing
Seven & I (3382 JP) announced the next phase in its omnichannel strategy last month. It will roll out its Seven Net Conbini service across...
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Altaba Tender Update - One Week To Go and YJ Sales
On June 7th, Altaba Inc (AABA US) announced that it would launch a Tender Offer to buy back up to 195mm shares of its own in return for Alibaba...
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