Z Holdings: Aggressive Consensus + Expensive Valuation
In our previous note, Z Holdings 1Q Update: Strong GMV Growth Is Not Expected to Last Longer Than COVID-19, we suggested that Z Holdings (4689...
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Market Is Pricing a LINE Bump - Should It?
Seven and a half months ago, the Nikkei carried an article titled ヤフーとLINE、経営統合へ which translates to "Yahoo and LINE, Towards a Merger."The article...
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Surge in Online Shopping in Japan
E-commerce has surged since the start of the crisis. The biggest change in the past 15 weeks has been an increase in buying food and other...
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Oisix Ra Daichi: The Fastest Online Grocery Shopping
Oisix ra daichi (3182 JP) is one of Japan’s leading online food sellers and by the time you read this should have completed its move to the First...
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After Covid: The Future for Japanese Retail: Winners & Losers
No one really knows what will happen after the initial shock of the coronavirus fades away. Many observers in Japan, expert and otherwise, are...
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