Japan Payment Wars: NTT Docomo and Merpay/Origami to Attempt Catch up with PayPay and Rakuten
When Origami, the only independent mobile payments provider, last month agreed to be bought by Mercari and merge its systems with Mercari’s own...
503 Views
Recruit Holdings [Alternative Data]: Should the Slowdown in Indeed Warrant a Discount?
A slowdown in the HR Technology business, which operates two popular employment websites, indeed.com (Indeed) and glassdoor.com (Glassdoor), is one...
385 Views
Yeahka IPO: Peer Benchmark Analysis
Yeahka Limited (1781144D CH) is leading payment-based technology platform in China. Yeahka was seeking to launch an HK IPO to raise around $250...
343 Views
The Activism at TBS - There's a History, And There Is NEW Activity, But Don't Hold Your Breath
Major Japanese broadcaster Tokyo Broadcasting System (9401 JP) has a long history of being a target for wannabe activists. The company has long...
495 Views
Global Labour Markets Are Starting to Slow Down – Time To "Lay Off" Recruit
Recruit Holdings (6098 JP)’s revenue exposure to the Japanese and global labour markets is around 84% which makes it cyclical and susceptible to...
775 Views