Alternative Data: Fast Retailing’s E-Commerce Growth Suggests Limited Downside
Fast Retailing (9983 JP) (Uniqlo) has faced a number of challenges over the last 10 months:- From October 2019, South Koreans began boycotting...
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Softbank Corp (9434) Block
As discussed in Softbank Starts on Its ¥4.5trln Capital Plan - A Model for Bullishness, in announcing a sale of $11.5bn of Alibaba Group (BABA US)...
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After Covid: The Future for Japanese Retail: Winners & Losers
No one really knows what will happen after the initial shock of the coronavirus fades away. Many observers in Japan, expert and otherwise, are...
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Rakuten: Good COVID-19 Play; Possibility of Further Upside
Rakuten Inc (4755 JP)’s 1Q FY12/20 financial results upholds its position as a COVID-19 beneficiary. Hence, we expect the current rally in...
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Z Holdings: FY19 Results Slightly Ahead of Guidance Range as Ad Revenue Growth Hits Three-Year High
Z Holdings closed FY19 with financial results slightly ahead of company estimates that had been firmed up last quarter. The company did not...
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