ZOZO: From Here to Tender Close
On 11 September 2019, Z Holdings (4689 JP) announced it would buy a stake in ZOZO Inc (3092 JP) of a minimum of 101.97mm shares (33.4%) up to...
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Softbank Who? WeWork Picks Bank Bailout; Bondholders Beware
Bloomberg is reporting tonight that The We Company (WeWork) (WE US) has rejected the buyout plan proposed by Softbank Corp (9434 JP), its largest...
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Softbank May Blink First (WeWork Bondholders Hope)
The latest plan to emerge in now urgent discussions to bail out The We Company (WeWork) (WE US) is for its top investor Softbank Corp (9434 JP) to...
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Japan Short Interest - Huge Short Covering, but M3 Sees Big New Shorts
The short notional in the market for the week ended 4 October is US$29.49bn (down by US$3.14bn) with the largest short positions in Itochu Corp...
443 Views
Japanese Telcos: Upgrading Forecasts & Target Prices. Concerns over Rakuten's Entrance Seem Overdone
We have recently upgraded forecasts and target price targets for the three incumbent Japanese telecom operators (MNOs). There are a number of...
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