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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Zozo: Yahoo Japan Tenders, Maezawa Is Out, Will GMO PG Be Squeezed Out?
Early this morning NHk reported that Yahoo Japan (4689 JP) and ZOZO Inc (3092 JP) were in final talks for Yahoo Japan to take a majority stake in...
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Japan Short Interest - The Numb3rs
The short notional in the market for the week ended 30 August is US$24.65bn with the largest short positions in Itochu Corp (8001 JP), Toyota Motor...
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