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...
802 Views
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...
546 Views
🇰🇷 🇯🇵 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...
471 Views
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...
2k Views
DoCoMo Pricing Plans: Not as Bad as Feared
DoCoMo unveiled its long-anticipated mobile pricing plans including headline discounts of 30-40% off current mobile pricing. At the October 2018...
670 Views