The Online Fashion Wars: Rakuten Takes on Z&Zozo
Z Holdings' (4689 JP) (Yahoo Japan) decision to accept Yusaku Maezawa’s proposal to buy his stake in Zozo has caused major ructions in the fashion...
417 Views
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...
418 Views
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...
393 Views
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...
383 Views
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...
329 Views