GMO Payment Gateway (3769 JP): Synthetic Expert Call Transcript (14 Sep 2026)
Take-Rate Defense through Multi-Layered Pricing: GMO Payment Gateway (GMO-PG) successfully mitigates the commoditization of payment processing by...
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GMO Internet (4784) DropDown Holdco Gone Ballistic - Squeezed on Truly Tiny Float
GMO Internet is the old GMO Ad Partners with a reverse takeover executed as of Jan 1. Float now is low. The company sees it as 1.44%. It's lower...
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Index Rebalance & ETF Flow Recap: FRTIB, Japan, CSI300, CSI500, STAR50, WuXi XDC, Asahi
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
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Primer: GMO Payment Gateway (3769 JP) - May 2026
GMO Payment Gateway is a leading provider of online payment processing services in Japan, benefiting from the country's ongoing shift towards a...
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BASE (4477 JP): Maki-San Forces SBI’s Hand, but the Upside Is Largely Priced In
Maki-san aims for 30%+ via a tender and no longer backs SBI, so SBI's offer can't succeed. SBI either bumps to JPY420–440 or settles for a small...
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