Nikkei 225 Index Rebalance Preview - FamilyMart & The Periodic Review
On 8 July, Itochu Corp (8001 JP) made an offer to buy all the shares it did not own in FamilyMart Co Ltd (8028 JP) at a 31% premium to the stock...
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Z Holdings: Aggressive Consensus + Expensive Valuation
In our previous note, Z Holdings 1Q Update: Strong GMV Growth Is Not Expected to Last Longer Than COVID-19, we suggested that Z Holdings (4689...
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🇯🇵 JAPAN • Results & Revisions 30th July - Anritsu, ZOZO, M&As, O-Land, MELCO, Advantest
NEW LOWS - As more quarterly results & forecasts come out, both our Results and Forecast/Revisions Scores reached new ten-year lows yesterday....
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The Zozo Revival: A New Private Brand of Many Names, Category Expansion, Merchants Return
ZOZO (3092 JP)'s new plan to create a direct-to-consumer (DtoC) e-commerce platform this October, and fund the brands sold on it, is much more than...
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Zozo – Nice Results but It’s Just a COVID Bump
Zozo reported strong results with revenue up 19.4% to ¥33.7bn (consensus ¥32.1bn) and OP of ¥10.4bn (consensus ¥8.4bn). While results were strong,...
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