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ZOZO Inc (3092 JP)
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310
Analysis
Consumer Discretionary
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Japan
ZOZO Inc operates internet shopping sites for apparel. The Company also provides communication services relating to apparel such as blogs by fashion moguls and internet chat room for users.
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bearish
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Fast Retailing
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27 Mar 2024 12:24
Fast Retailing (9983) - Now At Double Downweight Levels
Now clearly into double-sell territory but nota bene: A double sell only works for the first couple of %, then we're back into single-sell...
Travis Lundy
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1.1k Views
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bullish
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Thematic (Sector/Industry)
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07 Mar 2024 09:00
E-Commerce in Japan: Omnichannel Consolidation
E-commerce growth in Japan remains strong post-Covid, set to overtake convenience stores by 2025-26, with omnichannel model becoming dominant for...
Michael Causton
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231 Views
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bullish
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Socionext
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05 Mar 2024 01:37
Mar24 Nikkei 225 Rebal - Socionext, Disco, Zozo IN; US$4bn One-Way; More Impactful Than It Looks
The Nikkei 225 Rebalance for March 2024 is out. It is basically as expected. I had thought maybe Ryohin Keikaku would go in rather than Zozo. I'd...
Travis Lundy
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703 Views
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bearish
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Fast Retailing
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14 Feb 2024 06:05
Nikkei 225 Index Rebalance Preview (Mar 2024): Update on Ranking, Capping, Funding & Fast Retailing
The stocks have moved a fair bit in the last couple of weeks. The expected deletes are getting sold while the potential adds have moved higher. The...
Brian Freitas
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1k Views
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bullish
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Socionext
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13 Feb 2024 22:13
FINAL PREDICTIONS: March 2024 Nikkei 225 Rebal (Socionext, Disco, and 1 Consumer Goods Stock to ADD)
The announcement will come out in <3 weeks. Since I published, we have an update that Yanai-san sold Fast Retailing shares, Nitori jumped 8% on...
Travis Lundy
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978 Views
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