The Era of Digital Zaibatsu*: Takeover of Zozo a Win for Softbank/Yahoo in Online Supremacy Battle
As everyone will now know, Yahoo Japan (4689 JP) will buy a major stake in Japan's leading online fashion retailer ZOZO Inc (3092 JP). Zozo’s...
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Rakuten Focuses on Rakuten Ichiba as Sales Surge Again
Rakuten's (4755 JP) CEO, Hiroshi Mikitani, took his eye off the original online mall business in the last five years as he focused on trying to...
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Japan Telcos: Softbank Ends the Contract Regime but Other Retention Factors Play a Role
Softbank Corp. will end two-year contracts for mobile customers later this month. This follows regulatory action that requires mobile operators to...
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Japan Short Interest - The Numb3rs
The short notional in the market for the week ended 30 August is US$24.65bn with the largest short positions in Itochu Corp (8001 JP), Toyota Motor...
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Giftee Inc IPO Valuation: Short-Medium Term Success Story with No Moat to Withstand Competition
Giftee Inc set its preliminary IPO price range at ¥1,300-1,500 range on 30th August 2019. The price range implies an EV range of ¥29.9-34.7bn,...
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