DoCoMo: Key Takeaways from the Analyst Meeting
Behind DoCoMo's major headlines from the FY18 results on Friday, there were a few more items to be gleaned from the analyst meeting. Importantly,...
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ZOZO's Competitors: A Review of Japanese Online Malls Selling Fashion
As reported in a separate Insight today, fashion is already the largest single category online, but it also a sector that is developing...
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NTT Vs Docomo: Where To From Here?
Last November when the "Docomo Shock" of lower pricing come April 2019 was announced on 31 October, the surprising result was that NTT (Nippon...
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🇰🇷 🇯🇵 That Was The Week That Was North Asia - 15th-21st April 2019 @Smartkarma
In the last week, Smartkarma's North Asian team Equity Bottom-Up Insights were more Bullish than Bearish by a ratio of 8/6. However, the Macro and...
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Nexon: Deal Structure, Valuations, Question Marks
I have been somewhat reticent to add to the written discussion on Nexon Co Ltd (3659 JP)'s possible change of control due to the sale of Founder...
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