LY Corp (4689): Surge in Payments Underway
​Management expects strong growth in adjusted EBITDA driven by payments and commerce segments, in line with expectations and likely higher than...
211 Views
LY Corp's (4689) Plan to Dominate Practically Everything
​LY Corp's Agent AI aims to dominate Japan's digital payments industry by replicating Tencent's business model. Stock lags due to one-off...
262 Views
Yahoo to Charge Fees Again
​LINE Yahoo will start charging merchant fees on Yahoo Shopping to improve platform quality and fund AI costs, but faces competition from Amazon...
186 Views
Merger Arb Mondays (12 Oct) - Skyworth, Z Fin, OFX, Ingenia/Peet, Cleanaway, Reliance, Kakaku
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
209 Views
Merger Arb Mondays (05 Oct) - Kadoya, Kakaku, Leopalace21, Taiyo, Ingenia, Peet, OFX, Cleanaway
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
152 Views