E-Commerce in Japan: Faster Growing but Slowing
The following is a complete review of the Japanese e-commerce sector, highlighting key players and forecasts through the next five years.
223 Views
Kakaku.com (2371 JP): EQT/DG's JPY1 Bump Puts the Onus on Bain/LY to Go Big
Bain/LY's most credible path is a substantive bump above JPY3,755, ideally towards the high end of its IFA DCF range (JPY3,923). Whether Bain/LY...
111 Views
[Japan Event] Digital Garage (4819) Is The Wrong Price
Digital Garage was the wrong price in July when the bid for Kakaku was lower. It is the wrong price today with the Kakaku price higher. It is...
407 Views
[Japan M&A] Who Owns Who in Fashion & Lifestyle Markets
Recent years have seen a surge in deals between Japanese and foreign companies in lifestyle/fashion, driven by consolidation and category...
1.5k Views
Merger Arb Mondays (21 Sep) - Kadoya, Leopalace21, Kakaku, Skyworth, Z Fin, OFX, Peet, Cleanaway
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
119 Views