Walmart Launches E-Commerce with Rakuten: The Last Chance to Make It in Japan?
Walmart (WMT US) has worked hard to bring its Japanese subsidiary, Seiyu, around since buying the ailing GMS retailer 16 years ago. While it has...
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Smartkarma's Week That Was in JP/KR
This past week (Friday to Friday) saw 196 insights published: 29 on China and HK stocks and another couple dozen on greater China themes and...
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SoftBank (9984 JP) Mobile Sub-Brands Provide a Case Study for Rakuten (4755 JP) Mobile
“History doesn’t repeat itself, but it rhymes.” Often (incorrectly) attributed to Mark Twain, this aphorism encourages us to riff on past business...
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Altaba's Big Yahoo Japan Selldown
Today after the close, Altaba Inc (AABA US) announced a secondary offering of 750mm shares of Yahoo Japan (4689 JP) at ¥353-360 yen, a very slight...
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Japan Telcos: A Closer Look at 1QFY18/19 Results. Pressure on Pricing Is Real but Ineffective
On reflection, 1QFY18/19 (will use FY18 going forward) was a good quarter in Japan with NTT Docomo (9437 JP) leading the way with a 2ppt increase...
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