E-Commerce in Japan 2021-22: Another High Growth Year
E-commerce sales grew strongly in 2021-22 despite the surge in 2020 showing the vigour of the channel – but physical stores will always be more...
534 Views
Japanese Retailing 2021-22: What's Really Going on and What's Next?
There is increasing divergence between the winners and losers in Japanese retailing and the following in-depth review looks at performance in the...
670 Views
Kakaku.com (2371 JP): More to Go as Bain/LY Return with a Revised Offer
The latest Bain/LY offer mirrors the EQT/DG offer by gaming the competing offer clauses. Crucially, the new disclosure of Bain/LY IFA’s valuation...
158 Views
Japan Internet - Fresh Lows for Many with Rakuten the Lowest Since 2010
Tech sector weakness amplifies concerns on competition for Rakuten and Z Holdings. Both are down 50%+ from recent highs with Rakuten at levels last...
408 Views
Merger Arb Mondays (27 Jul) - Skyworth, Changhong Jiahua, Z Fin, Con Aero, OFX, Cygnus, Kakaku
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
167 Views