Rakuten Bank IPO Early Look - The Positives - Has Grown Fast over the past Few Years
Rakuten Bank, the online banking arm of Rakuten Inc (4755 JP), aims to raise around US$500m in its Japan listing in April 2023. In this note, we...
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Outlook for Japanese Retail in 2023
Most Japanese retailers can look forward to a good year in 2023 but there will be challenges for formats like supermarkets where consolidation is...
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Good Morning Japan |SPX Holds Key 4100 Level in Choppy Session Post CPI; EVs-Where Are the Japanese?
CPI leaves markets confused, but Beta and cycliclals bid anwyay. Nikkei Futures +0.5% vs Cash; BOJ Governor designate nominated but with weak GDP...
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Rakuten (Neutral) - Q4 22 Results Reaction: Modest Mobile Improvements but Uncertainty Remains
Financial results largely met expectations although mobile uncertainty continues to overshadow decent eCommerce and fintech performance
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KDDI (Buy) - Q3 22 Results Reaction: Super Mobile but Full-Year Targets Look Challenging
Mobile revenue erosion appears to be improving but unanticipated costs for rising fuel costs and the July network failure stand in the way of FY22...
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