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...
276 Views
Rakuten: Good COVID-19 Play; Possibility of Further Upside
Rakuten Inc (4755 JP)’s 1Q FY12/20 financial results upholds its position as a COVID-19 beneficiary. Hence, we expect the current rally in...
267 Views
Z Holdings: 4Q Results Fail to Impress Despite a Favourable E-Commerce Landscape
The market reacted positively to Z Holdings (4689 JP)’ 4Q FY03/20 results. Z’s share price has increased by c.5% since the results were released...
312 Views
Mercari – Prospects for Achieving Profitability Next Year Have Increased Significantly
Mercari released solid 3Q numbers today with revenue up 50% YoY to ¥20.4bn (consensus ¥19.4bn) and an operating loss of ¥6.39bn (consensus...
338 Views
Z Holdings: FY19 Results Slightly Ahead of Guidance Range as Ad Revenue Growth Hits Three-Year High
Z Holdings closed FY19 with financial results slightly ahead of company estimates that had been firmed up last quarter. The company did not...
301 Views