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Rakuten (4755 JP)
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815
Analysis
Consumer Discretionary
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Japan
Rakuten Group, Inc. provides Internet services. The Company offers Internet finance services which including "Rakuten Card" and "Rakuten Bank". Rakuten Group also provides digital content services including electronic book services.
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bullish
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Thematic (Sector/Industry)
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03 Feb 2021 20:20
E-Commerce Efficiency Marches on in Japan
Japanese e-commerce fulfilment efficiency is improving month to month, with delivery failure rates plummeting in the last year. The government and...
Michael Causton
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198 Views
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bullish
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Thematic (Sector/Industry)
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01 Feb 2021 00:14
Smartkarma Originals
Asian OTT Wars
The Asian OTT sector is one of the most attractive industries to be in the next five years. In this Smartkarma Original, we discuss some of the...
Douglas Kim
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1.3k Views
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bearish
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Rakuten
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29 Jan 2021 19:00
Rakuten - Pricing Response Has a Few Surprises but Coverage Remains the Issue
Rakuten has responded to incumbents with new pricing that introduces variable pricing. The magnitude of change was largely expected however and...
Kirk Boodry
297 Views
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bearish
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Thematic (Sector/Industry)
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12 Jan 2021 19:44
Japan Telecom Sector - KDDI Response to DoCoMo Pricing Increases the Pressure on Rakuten
New data pricing from KDDI undercuts NTT/Softbank, which is bad for FY21 sales but eases regulatory worries. It is definitely bad news for Rakuten...
Kirk Boodry
221 Views
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bullish
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NEC Corp
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20 Dec 2020 13:07
NEC (6701 JP): Japan's Open RAN a Growing Alternative to Huawei
New opportunities in Germany and Malaysia expand the potential for Japanese Open RAN telecom technology beyond Rakuten and the UK. NEC is likely to...
Scott Foster
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281 Views
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