Aeon: Where’s the Digital Strategy?
In 2017, Aeon (8267 JP) said it would spend ¥500 billion on logistics and digital infrastructure to grow online sales to ¥1 trillion by 2020.Two...
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NTT Vs Docomo: Where To From Here?
Last November when the "Docomo Shock" of lower pricing come April 2019 was announced on 31 October, the surprising result was that NTT (Nippon...
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🇰🇷 🇯🇵 That Was The Week That Was North Asia - 15th-21st April 2019 @Smartkarma
In the last week, Smartkarma's North Asian team Equity Bottom-Up Insights were more Bullish than Bearish by a ratio of 8/6. However, the Macro and...
634 Views
GMO Payment Gateway: As Expensive as It Is, This Is Not a Short
We visited Gmo Payment Gateway (3769 JP) a couple of times over the last few weeks to discuss their business model and future prospects. The...
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DoCoMo Pricing Plans: Not as Bad as Feared
DoCoMo unveiled its long-anticipated mobile pricing plans including headline discounts of 30-40% off current mobile pricing. At the October 2018...
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