Zozo: What Are the Downside Risks Post-Tender Close?
Yesterday in our initial commentary on the announcement of Yahoo Japan (4689 JP)'s tender offer for 50.1% of ZOZO Inc (3092 JP) we were somewhat...
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Zozo: Yahoo Japan Tenders, Maezawa Is Out, Will GMO PG Be Squeezed Out?
Early this morning NHk reported that Yahoo Japan (4689 JP) and ZOZO Inc (3092 JP) were in final talks for Yahoo Japan to take a majority stake in...
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Japan Short Interest - The Numb3rs
The short notional in the market for the week ended 30 August is US$24.65bn with the largest short positions in Itochu Corp (8001 JP), Toyota Motor...
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GMO Internet: Steady Growth in Share Price Due to Bitcoin Recovery
GMO Internet’s (9449 JP) Cryptocurrency segment, which contributes close to 5% of consolidated revenues, has struggled in the recent past due to...
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GMO Payment Gateway: Overseas, ST Lending and B2B Lay the Groundwork for Growth Far Into Future
We visited GMO Payment Gateway (3769 JP) last week to discuss their overseas strategy and Money Services Business in more depth. We came away with...
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