Rakuten (4755 JP) & Yahoo Japan (4689 JP) Are Battling for Share in the Growing Japanese EC Market
Japan's B2C e-commerce industry is growing sales volumes close to 10% YoY each year, but the level of online activity remains behind other...
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Smartkarma’s Week that Was in JP/KR: BGF, Japan Telcos, NCSoft, Nissan, and Nexon
After a holiday hiatus where markets were slow and somewhat quiet and the number of insights published and read dipped, we resume your regularly...
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Japan Telcos: Generally Positive After Recent Meetings in Tokyo.
We recently met NTT Docomo (9437 JP) NTT (Nippon Telegraph & Telephone) (9432 JP), KDDI (9433 JP), and Rakuten (4755 JP) in Tokyo. Softbank...
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Smartkarma’s Week That Was in JP/KR: Softbank, Nissan, & A Star Is Born in 2018 Rewind to 1937
The year is winding down and there are only three weeks left in 2018. The sentiment on the global stock markets has been turning down rapidly in...
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Lions and Tigers and Politicians, Oh My! Update on Japan Telecoms’ Fee Changes and Potential Risks
Comments from politicians may be more bark than bite, but clearly the recent remarks on Japanese mobile phone bills being excessive are, and need...
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