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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Offsetting the Consumption Tax Hike: 430,000 Firms to Offer Government’s Cashless Rewards
With the consumption tax hike from 8% to 10% coming in at the beginning of next month, retailers are rushing to sign up for the government’s...
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Seven & I Digital Setback as 7Pay Suffers Stillbirth Due to Management Bungling
Seven & I Holdings' (3382 JP) image as Japan’s most trusted retailer was severely tarnished this summer. In July, the launch of its mobile...
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Last Week in Event SPACE: ZOZO, HKEx/LSE, Nexon, Pacific Energy, Melco, Philip Morris, Changyou
Last Week in Event SPACE ... In the end, what this Tender Offer for ZOZO Inc (3092 JP) from Yahoo Japan (4689 JP) is really about is the emergence...
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