The Era of Digital Zaibatsu*: Takeover of Zozo a Win for Softbank/Yahoo in Online Supremacy Battle
As everyone will now know, Yahoo Japan (4689 JP) will buy a major stake in Japan's leading online fashion retailer ZOZO Inc (3092 JP). Zozo’s...
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The RealReal IPO: Really Really Attractive???
RealReal Inc (REAL US) is a luxury goods "recommerce" name based in the US that plans to raise about $328m (assuming full exercise of greenshoe...
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Rakuten Pay Tops the Japanese Cashless War
Readers interested in Japan's payments/cashless future should refer Michael Causton's excellent work in Who Will Win the Cashless Wars in...
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GMO Internet: 1QFY12/19 Results Fall Short of Consensus; Our Outlook Remains Positive
GMO Internet, Inc. (9449 JP) announced its consolidated financial results for 1QFY12/19 on Thursday (9th May 2019). The company’s revenue for...
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ZOZO: No More Thank Yous and Less Profit Too
ZOZO's (3092 JP) announced its FY18 results today, with operating profit down 21% despite sales increasing by 20.3%.What was more surprising was a...
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