Rakuten and Yahoo Japan: Leaving the Past Behind

Japan TMT Analyst

Pelham Smithers

Market Intel on Asian Tech with a Japan focus

Pelham Smithers Associates

Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods. 

Research is provided by the following:
Pelham Smithers: Macro, consumer electronics, telecoms & pharma
Joel Scheiman: Electronics materials / components
Julie Boote: Autos
Will Nestuk: Capital goods, machinery & transportation equipment parts
Thao Nguyen: eCommerce, internet content, marketing & advertising

Event-Driven

<p>Although it had been mooted that Rakuten would be included in the Nikkei 225, there remain a good number of Osaka Stock Exchange stocks still absent from  the market benchmark, that it wasn't a forgone conclusion. So the news that it is to be included is likely to result in both short term buying (by stags) and buying further down the line (by arbs) when the switchover takes place.</p><p>for those that like this sort of thing, following this news the largest Topix weighted stock not included in the…</p>

Although it had been mooted that Rakuten would be included in the Nikkei 225, there remain a good number of Osaka Stock Exchange stocks still absent from  the market benchmark, that it wasn't a forgone conclusion. So the news that it is to be included is likely to result in both short term buying (by stags) and buying further down the line (by arbs) when the switchover takes place.for those that like this sort of thing, following this news the largest Topix weighted stock not included in the…

Rakuten

Rakuten - More Good News