While Numbers Are Disappointing, Solid Growth of Fintech Business Enhances Rakuten's Network Effect
Rakuten’s operating income for the September quarter was JPY 51.5 billion, which exceeded our preliminary forecast of JPY 28 billion. However, we...
144 Views
Rakuten Buyback Almost Complete (92%) - Rakuten/TOPIX Ratio Near 8yr Lows
In late February, with earnings and forecasts in the doldrums and the stock hovering at a long-term low at around ¥1000/share, Rakuten Inc (4755...
154 Views
SoftBank (9984) - Doubling Up on the VC Bet?
The suggestion that Softbank (9984 JP) is planning a second, larger, investment fund may well answer the question of what Son plans to do once...
173 Views
Names with Too Much "Other" On the Balance Sheet....
As I have mentioned before, a long time ago I worked at Panasonic in their IR department. One day when I was bored, I went to the Accounting...
591 Views
Have We Passed Peak FANG?
The stock market loves a collective. Ever since the "Nifty 50" in the early '70s, groups of winners have been bandied together. In the 1990s, we...
236 Views