bearish
Z Holdings 1Q Update: Strong GMV Growth Is Not Expected to Last Longer Than COVID-19
409 Views05 Aug 2020 15:12
We hardly see any improvement in Z Holdings (4689 JP)’s commerce business (excl. ZOZO) from 1Q FY03/21 results, despite a temporary bump in...
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- Z Holdings: Core-Businesses Are Getting Closer to Saturation; New Ones Fail to Impress02 Nov 2020
- Z Holdings [Alt Data]: Web Traffic Hints Strong 2Q Shopping Growth but Unlikely to Be Sustainable20 Oct 2020
- Z Holdings: Aggressive Consensus + Expensive Valuation13 Aug 2020
- Z Holdings [Alt Data]: PayPay Mall and PayPay Flea Market Continue to Disappoint29 Jul 2020
- Z Holdings: 4Q Results Fail to Impress Despite a Favourable E-Commerce Landscape05 May 2020
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