Convenience Stores: First Decline in 50 Years
For any investor in Japan's consumer staples sector, the convenience store sector is a key component. The following is an in-depth analysis of the...
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Japan Post Holdings Placement - The Final US$8bn Countdown - Past Deal Didn't Do Well
The Japanese government plans to sell over 26% or US$8bn worth of Japan Post Holdings (6178 JP). The selldown was originally slated for 2019.
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Japanese E-Commerce Growth Continues
Japan is well-known for lagging some markets in e-commerce penetration but sales surged last year to more than 20%. Only Rakuten and Amazon seem to...
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Rakuten (Neutral) - Q2 21 Results Reaction: Roaming Costs Have Become a Big Deal
Rakuten posted solid eCommerce/Fintech results but these are overshadowed by mobile operating losses. The good news is peak losses should fall in...
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Japan Fintech - Google Push into Mobile Payments Could Raise Competitive Intensity
Google is considering an acquisition that would allow it to compete directly in JP mobile payments. It lacks a direct consumer business but Android...
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