Z Holdings [Alt Data]: PayPay Mall and PayPay Flea Market Continue to Disappoint
In our previous notes, we have continuously questioned Z Holdings (4689 JP)’ strategy of aggressively trying to expand its user growth in the...
462 Views
Government Fuels Japan Cashless Payments War
In June, the government’s rebate scheme that simultaneously aimed to reduce the burden of its October 2019 tax increase while also promoting...
283 Views
Market Is Pricing a LINE Bump - Should It?
Seven and a half months ago, the Nikkei carried an article titled ヤフーとLINE、経営統合へ which translates to "Yahoo and LINE, Towards a Merger."The article...
571 Views
Surge in Online Shopping in Japan
E-commerce has surged since the start of the crisis. The biggest change in the past 15 weeks has been an increase in buying food and other...
312 Views
BASE: Robust Growth Through Collaboration with NEOlogi - Expensive @ 12.5x EV/Sales
On 23rd June, BASE (4477 JP)’s e-commerce platform began handling cross-border e-commerce delivery services covering 150 countries. The company...
404 Views