Mercari – The US Push and the Merpay Strategy
We visited Mercari today to discuss the recent results and the company’s strategy and long-term outlook. In particular we wanted to assess the...
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Japan Fashion Market Review 2019 Part II: Winners & Losers and Key Business Trends
As shown in Part I of our review, the apparel and fashion market contracted slightly last year and no single format was immune to the tougher...
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Japan Mobile: Rule Changes for 5G Spectrum Sharing Should Enable a Further 3x Increase in Bandwidth
The Ministry of Industry Affairs and Communications (MIC, the regulator) will submit changes to the Radio Law next year that allow the use of...
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Japanese Telcos: Upgrading Forecasts & Target Prices. Concerns over Rakuten's Entrance Seem Overdone
We have recently upgraded forecasts and target price targets for the three incumbent Japanese telecom operators (MNOs). There are a number of...
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Yahoo Japan: Something Is Better Than Nothing?
When we last looked at Yahoo Japan (4689 JP), our main concern for the company was its long-term growth prospects or the lack of thereof. ZOZO Inc...
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