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Equity Bottom-Up

<p><a href="https://www.smartkarma.com/entities/19603" target="_blank" data-smartkarma-citation="entities:19603:1">Yahoo Japan (4689 JP)</a> delivered stronger than expected 3Q16/17 results on an unexpected acceleration of advertising revenue growth and continued market share expansion in eCommerce. In particular, monetization of the B2C eCommerce platform stepped up in 3Q with ad revenue doubling from a year ago as the take-rate moved from around 3% to 4%. Investors have been worried that competition from alternative platforms could squeeze growth in ad sales but, in fact, growth rates are expanding. This was a…</p>

Yahoo Japan (4689 JP) delivered stronger than expected 3Q16/17 results on an unexpected acceleration of advertising revenue growth and continued market share expansion in eCommerce. In particular, monetization of the B2C eCommerce platform stepped up in 3Q with ad revenue doubling from a year ago as the take-rate moved from around 3% to 4%. Investors have been worried that competition from alternative platforms could squeeze growth in ad sales but, in fact, growth rates are expanding. This was a…

Yahoo Japan Delivers Solid Ad Revenue Growth in 3Q16/17. The Outlook Remains Positive.

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Yahoo Japan Delivers Solid Ad Revenue Growth in 3Q16/17. The Outlook Remains Positive.