Rakuten: Q1 20 Results – Pandemic Play but Mobile Losses Are a Concern
There are two numbers from Rakuten’s report that stand out for us. The first is a 58% increase in domestic shopping eCommerce platform sales in...
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Softbank Corp: Guidance for Stability and A (Very Modest) Dividend Boost
Softbank Corp (9434 JP) FY19 financial results were mixed with a modest beat for revenue and operating income offset by a miss for net income. In...
377 Views
Z Holdings: 4Q Results Fail to Impress Despite a Favourable E-Commerce Landscape
The market reacted positively to Z Holdings (4689 JP)’ 4Q FY03/20 results. Z’s share price has increased by c.5% since the results were released...
419 Views
Z Holdings: FY19 Results Slightly Ahead of Guidance Range as Ad Revenue Growth Hits Three-Year High
Z Holdings closed FY19 with financial results slightly ahead of company estimates that had been firmed up last quarter. The company did not...
391 Views
NTT DoCoMo: Q4 19 Results Support Japan Telcos as a Safe Haven
NTT DoCoMo posted Q4 and FY19 results that were ahead of its original guidance helped by Rakuten's delay in mobile entry but also a reduction in Q4...
438 Views