ENTITY
LY

LY (4689 JP)

421
Analysis
Communication ServicesJapan
LY Corporation operates as an internet search engine "Yahoo! JAPAN". The Company provides electronic commerce and settlement finance services for small medium enterprises and individuals. LY also operates media business including search linked advertising and display advertising services.
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bearishLY
14 Sep 2023 05:58

Yahoo Troubles Continue for Z Holdings

​Yahoo's shopping division experienced an 8% decrease in GTVs in 1Q2023, indicating deeper concerns despite improved gross profits. Even the Zozo...

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bearishLY
27 Oct 2022 15:28

Z Holdings (Neutral) - Quick Thoughts on the Read Across from Google, Meta, and CyberAgent

Industry ad revenue growth has disappointed which could put Z Holding's target of 5-10% growth at risk. Unique exposure to eCommerce monetization...

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29 Aug 2022 18:01

Japanese Retailing 2021-22: What's Really Going on and What's Next?

There is increasing divergence between the winners and losers in Japanese retailing and the following in-depth review looks at performance in the...

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bullishLY
06 Jul 2021 15:24

Z Holdings (Buy) - Asian Fintech App IPOs Highlight Potential PayPay Upside

Upcoming IPOs for two Asian fintech companies provide some insight on what Z Holdings PayPay can become once it starts to monetize its business....

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bearishLY
07 Aug 2023 08:41

[Z Holdings (4689 JP, SELL, TP JPY 340) Target Price Change]: Continued Impact of Chinese E-Commerce

We maintain SELL and raise TP to JPY 340 due to improved ads-spending, but we expect the transient ad spend increase to be offset by loss of...

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