CyberAgent: Tumbling Dice
TUMBLING DICE - After ZOZO (3092 JP) (-52%) and Mercari (4385 JP) (-50%), CyberAgent (4751 JP) is the worst-performing large-cap Internet stock in...
666 Views
Yahoo Japan 3Q Update: Consumer Business Drives Mid-Term Growth; Plans to Diversify in the Long Run
Yahoo Japan (4689 JP) reported 3Q FY03/19 financial results last Monday (04th February). Revenue and OP were on par with consensus. YJ revised the...
496 Views
KDDI: 3Q18/19 Results Miss Slightly but Stock Is Poised to Benefit From Lower Handset Subsidies
KDDI's (9433 JP) 3Q results were a small miss (2% vs our forecasts), at both the revenue and profit lines, but not enough to change our positive...
472 Views
Smartkarma Originals
Zozo: A Shooting Star Shooting Itself in the Foot
The following is an in-depth review of ZOZO (3092 JP) covering its core operations and its potential to achieve its stated targets over the next...
2.6k Views
NTT (9432 JP) Remains the Broadband King in Japan, Both for Fixed Line and Mobile
With its nationwide fiber optic network infrastructure, NTT continues to dominate the fixed line broadband market in Japan with 68% market share....
446 Views