Japan - Square Enix (9684 JP) Shorts Increase
The short notional in the market for the week ended 22 November is US$25.46bn (down by US$360m) with the largest short positions in Itochu Corp...
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GMO Internet 3Q Results: Revenue and OP Beat Consensus
GMO Internet reported its 3Q2019 results yesterday (12th November 2019) which saw company revenues and OP grow 11.1% and 62.1% YoY respectively. At...
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BASE Inc IPO: Excellent Customer Retention Justifies High Promo Costs
Founded in December 2012 in Roppongi Tokyo, BASE Inc is an e-commerce platform, payment services provider and also a SME funding services provider....
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GMO PG: Key Company Visit Takeaways for Tsukebarai Business and Zozo
We visited GMO PG last week to discuss their payment after delivery (PaD) business in detail and to assess the potential impact from Yahoo Japan’s...
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Zozo: What Are the Downside Risks Post-Tender Close?
Yesterday in our initial commentary on the announcement of Yahoo Japan (4689 JP)'s tender offer for 50.1% of ZOZO Inc (3092 JP) we were somewhat...
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