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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🇰🇷 🇯🇵 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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GMO Payment Gateway: As Expensive as It Is, This Is Not a Short
We visited Gmo Payment Gateway (3769 JP) a couple of times over the last few weeks to discuss their business model and future prospects. The...
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