Z Holdings: Aggressive Consensus + Expensive Valuation
In our previous note, Z Holdings 1Q Update: Strong GMV Growth Is Not Expected to Last Longer Than COVID-19, we suggested that Z Holdings (4689...
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Yahoo Japan: Something Is Better Than Nothing?
When we last looked at Yahoo Japan (4689 JP), our main concern for the company was its long-term growth prospects or the lack of thereof. ZOZO Inc...
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Yahoo Japan to Buy Ikyu
THE BACKGROUNDYahoo Japan Corp (36.4% owned by Softbank and 35.5% owned by Yahoo Inc of the US) announced after the close today that it would...
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