CyberAgent (4751 JP): Key Takeaways from Our Discussion with the IR Team
Our recent conversation with CyberAgent’s IR team suggests that a significant improvement in the OP margin is unlikely in the next few quarters....
561 Views
CyberAgent: Tumbling Dice
TUMBLING DICE - After ZOZO (3092 JP) (-52%) and Mercari (4385 JP) (-50%), CyberAgent (4751 JP) is the worst-performing large-cap Internet stock in...
897 Views
Yahoo Japan 3Q Update: Consumer Business Drives Mid-Term Growth; Plans to Diversify in the Long Run
Yahoo Japan (4689 JP) reported 3Q FY03/19 financial results last Monday (04th February). Revenue and OP were on par with consensus. YJ revised the...
666 Views
Japan: Fortnightly Update - And So It Goes
AND SO IT GOES - After our eight-day 4.5% 'Thanksgiving rally', the market reverted to recent type and promptly fell 6.5% to Tuesday's low, which...
629 Views
Dentsu Buy of Septeni - Interesting SmallCap TOB
Yesterday, 30 October, Dentsu Inc (4324 JP) announced a Partial Tender Offer for shares in internet advertising agency Septeni Holdings (4293 JP)...
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