Zozo: A ¥700 Billion Business in Three Years. Really?
There is already some good coverage on Start Today (3092 JP) (Zozo) from Chacko Jacob and Mio Kato at Lightstream Research here and here but below...
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Mercari: 70% Rise Prices in a Lot of Growth
Mercari Inc (4385 JP) 's IPO appears to have exceeded expectations with the stock opening up +66.7%, trading up to touch JPY6,000 (+100%) and...
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Japan & Korea @Smartkarma: Mercari, Kim/Trump, AirBnB in Japan, Toshiba & MCorset IPO
Mercari: future growth path and potential M&A targetsMio Kato, CFA discusses what Mercari founder Shintarou Yamada highlighted in the recent...
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Start Today (3092 JP): Calling the Bluff on Forecasted Growth
While Start Today Co Ltd (3092 JP) has been covered extensively by my colleague Mio Kato, CFA (click here), in this report we will focus on the...
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Fashion Retailers Fight Back Against the Dominance of Zozotown
Fashion retailers may want to preserve footfall in their physical stores, but most are also trying harder to increase e-commerce sales, especially...
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