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ZOZO Inc (3092 JP)
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304
Analysis
Consumer Discretionary
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Japan
ZOZO Inc operates internet shopping sites for apparel. The Company also provides communication services relating to apparel such as blogs by fashion moguls and internet chat room for users.
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bullish
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Mercari
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22 Jun 2023 08:54
Nikkei 225 Sep 2023 Review - The Mercari Conundrum
Mercari is either a leading candidate for Nikkei 225 inclusion in September 2023. Or it is not. It depends on how you mash the data, interpret the...
Travis Lundy
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604 Views
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bearish
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Fast Retailing
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27 Apr 2023 13:20
The Fast Retailing (9983) Selldown Conundrum - Not Now, But Soon... Then For A Long Time
Fast Retailing has overhang. On a realtime basis, that disappears if FR underperforms Nikkei 225 by 2% in the next 3 months. But it comes back next...
Travis Lundy
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663 Views
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bullish
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Oriental Land
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17 Nov 2022 19:54
Nikkei 225 March 2023 Review Quiddity Leaderboard (Nov 2022)
Updated Nikkei 225 Leaderboard for the March 2023 review. 10 weeks of data left til the cutoff. The top 3 ADDs are unch'd since Sep. The 3rd-ranked...
Travis Lundy
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448 Views
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bullish
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Renesas Electronics
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26 May 2022 15:22
Nikkei 225 Methodology Change. Again. This Time Better But Still Not Good Enough
The Nikkei proposes changes to the Nikkei 225 methodology. There is a cap, a cap re-mark, and a move to twice-annual reviews. And there is also a...
Travis Lundy
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581 Views
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bullish
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Rakuten
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23 Feb 2022 18:55
Rakuten: At a New Forward EV/EBITDA Bottom
After falling 6% following Q4 earnings and 39% since March 2021 to ¥945 per share, Rakuten seems an attractive bet on the long side in the Japanese...
Oshadhi Kumarasiri
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287 Views
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