Japanese Telcos: Structurally the Most Attractive Wireless Market in the Developed World?
Following a change of analyst, Chris Hoare has taken over coverage of the Japanese telcos. We see Japan as one of the best liquid developed...
658 Views
Weekly Deals Digest (17 May) - Kakaku, Paltac, Nippon Dry Chem, Shinko Shoji, Baoye, ENN, OOh!Media
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
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Fashion: Still the Biggest Japanese E-Commerce Category – and Still Growing Fast
Our recent post on e-commerce (E-Commerce in Japan 2017-2022: Relentless Expansion Means Upheaval in Consumer Goods Distribution) showed just how...
399 Views
Digital Garage (4819 JP) Is Cheap As LY & EQT Jostle For Kakaku (2371 JP)'s Control
Kakaku has more upside, should EQT/LY jostle for control. Separately, post deal, Digital Garage will be sitting on a chunk of cash. The caveat is...
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Kakaku.com (2371 JP): How High Can It Go as Bain/LY Ups the Ante?
Bain/LY’s second offer, belatedly and publicly, sets in motion an auction process. My analysis suggests that a competing bidding war could result...
259 Views