LY Corp's (4689) Plan to Dominate Practically Everything
​LY Corp's Agent AI aims to dominate Japan's digital payments industry by replicating Tencent's business model. Stock lags due to one-off...
262 Views
Yahoo to Charge Fees Again
​LINE Yahoo will start charging merchant fees on Yahoo Shopping to improve platform quality and fund AI costs, but faces competition from Amazon...
186 Views
Primer: LY (4689 JP) - Mar 2026
LY Corporation is a dominant force in Japan's internet services sector, created from the merger of Z Holdings, LINE, and Yahoo Japan. Its...
341 Views
Merger Arb Mondays (12 Oct) - Skyworth, Z Fin, OFX, Ingenia/Peet, Cleanaway, Reliance, Kakaku
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
201 Views
Merger Arb Mondays (05 Oct) - Kadoya, Kakaku, Leopalace21, Taiyo, Ingenia, Peet, OFX, Cleanaway
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
148 Views