MUFG (8306 JP): No Harm in Waiting (1Q FY3/2020 Results Comment)
Overall, Mitsubishi Ufj Financial (8306 JP)’s 1Q FY3/2020 results were encouraging. Japan’s biggest financial group looks well-placed to...
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Short Sell Reporting - Insights for the Week Ended July 19
The Japan Exchange Group (JPX) publishes a daily report that details the short sell activity by market participants. JPX aggregates broker short...
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The 7pay Hack Could Be a Result of Unhealthy Competition in the Mobile Payments Space
Japanese mobile payments had a roller coaster ride last week. The week began on a positive note with Familymart Uny Holdings (8028 JP) and Seven...
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The Week that Was in ASEAN@Smartkarma - Widodo Wins, Thailand Picks, and Indonesian Towers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Paying with PayPay: A Deep Dive into Yahoo! Japan’s Mobile Payment Business
In our previous note, Rakuten Pay Tops the Japanese Cashless War, we suggested that Rakuten Inc (4755 JP) is most likely to walk away as the winner...
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