Upgrade SoftBank's FVE to JPY 11,900 on Flying Alibaba
We upgrade our Softbank Group Corp (9984 JP) fair value estimate to JPY 11,900 per share from JPY 11,000 per share on the back of our upgrade in...
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Yahoo Japan (4689) - Game On for HTML 5 Portal
We are getting positive feedback from our sources at Square Enix (9684 JP) and Cyberagent (4751 JP) on Yahoo Japan's (4689 JP) new game platform...
456 Views
Softbank (9984) - 1Q FY17 Results: All Over the Place, but Passable in Aggregate
Softbank (9984 JP) produced what at first glance (OP ¥479bil +50% and ¥140bil ahead of expectations) were fantastic figures, but which on closer...
328 Views
Yahoo Japan (4689) Looks to Revive the Browser Game
Yahoo Japan's (4689 JP) move into “browser gaming for mobile”, announced last week, produced an underwhelming response in the stock market. The...
383 Views
Yahoo Japan (4689) - More Differentiated than Is Credited
A recent Nikkei article compares Yahoo Japan (4689 JP) (YJ) with its two biggest rivals, Rakuten (4755 JP) and Amazon Japan, and concludes that...
327 Views