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MonotaRO Co Ltd (3064 JP)
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100
Analysis
Industrials
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Japan
MonotaRO Co., Ltd. mainly sells machine tools, engine parts, and factory consumable goods on the web site.
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bullish
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GMO Payment Gateway
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24 Jun 2019 10:03
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...
Mio Kato
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323 Views
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bullish
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Cross Asset Strategy
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21 Apr 2019 12:24
🇰🇷 🇯🇵 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...
Campbell Gunn
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464 Views
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bullish
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GMO Payment Gateway
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18 Apr 2019 11:55
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...
Mio Kato
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865 Views
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bullish
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Thematic (Sector/Industry)
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15 Apr 2019 13:50
Smartkarma’s Week that Was in JP/KR: Hanjin Kal, JP Ins & Holdings, Nexon, Yaskawa, Koito
The list below is the list of insights published on Smartkarma (out of 100+ this past week) which relate to Korea and Japan. There was, of course,...
Travis Lundy
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656 Views
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bullish
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MonotaRO Co Ltd
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12 Apr 2019 08:15
MonotaRO (3064 JP): Slow March, Strong 1Q
MonotaRO's domestic (parent company) sales growth rate declined in March, but was up in 1Q as a whole. We expect no change to FY Dec-19 guidance...
Scott Foster
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547 Views
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