MonotaRO (3064 JP): 1H Results on Track, but Margins Declining
MonotaR0's sales and profits continue to grow at double-digit rates, but margin compression in a weakening economy seems likely to trap the shares...
468 Views
Short Sell Reporting - Insights for the Week Ended July 19
The Japan Exchange Group (JPX) publishes a daily report that details the short sell activity by market participants. JPX aggregates broker short...
420 Views
GMO Payment Gateway: Overseas, ST Lending and B2B Lay the Groundwork for Growth Far Into Future
We visited GMO Payment Gateway (3769 JP) last week to discuss their overseas strategy and Money Services Business in more depth. We came away with...
323 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...
464 Views
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...
865 Views