GMO PG: Key Company Visit Takeaways for Tsukebarai Business and Zozo
We visited GMO PG last week to discuss their payment after delivery (PaD) business in detail and to assess the potential impact from Yahoo Japan’s...
524 Views
Fast Retailing: A Deep Dive into Uniqlo’s Domestic Market Focusing Mainly on the Numbers
Fast Retailing is Japan’s largest apparel retailer and they are also the world’s 3rd largest manufacturer and retailer of private brand retailing...
493 Views
Last Week in Event SPACE: ZOZO, New World Dev, Osram, Holcim/San Miguel, Bharat ETF, Doosan
Last Week in Event SPACE ... The combination of profitability and pro-ration grids, and your access to more granular trading strategies, will...
695 Views
ZOZO Partial Tender: Ex-Div Arb Grids
ZOZO Inc (3092 JP) has gone ex-div. That means the calculations for the fair value breakeven levels in the Yahoo Japan (4689 JP) tender offer which...
611 Views
Fast Retailing: Unique Value Proposition of Uniqlo Combining Two Sets of Customers
As the world’s 3rd largest manufacturer and retailer of private brand retailing after Inditex and H&M, Fast Retailing focuses on providing high...
1.6k Views