Mercari’s Relentless Innovation Opens Closets
Mercari now dominates CtoC trading in Japan and is so big a Tax Office department is names after it. Competitors are circling, particularly Z...
224 Views
Freee Placement - Needs to Correct by a Whole Lot More
Freee (4478 JP) (freee) is looking to raise around US$400m via selling a mix of primary and secondary shares. In this note, we'll run the deal...
250 Views
Asia Short Interest: Kuaishou, JD Health, Xiaomi, 7&I, Monex, Rakuten, Hynix, Hyundai, Fitipower
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
371 Views
E-Commerce Wars in Japan: How Z Holdings Is Facing off Against Rakuten and Amazon
2020 boosted the fortunes of the big 3 e-commerce platforms in Japan but Z Holdings remains far behind Amazon Japan and Rakuten in sales volume and...
312 Views
Rakuten - Strategic Investments Raise Needed Cash and Level the Playing Field
The investments in Rakuten solve near-term cash concerns but it is the presence of powerful allies that make this a milestone
248 Views