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
E-Commerce in Japan 2017-2022: Relentless Expansion Means Upheaval in Consumer Goods Distribution
E-commerce sales grew just under 10% in 2016 at the most conservative estimate, and we expect double digit growth for at least the next five...
384 Views
[Japan M&A] EQT Launches TOB on Kakaku.Com (2371) But This Isn't A Done Deal
EQT bids for Kakaku.com. Bain+LY have put in a late bid, same price. DG and KDDI have agreed and DG will reinvest BUT they both have tight...
16.1k Views
Kakaku.com (2371 JP): Pass the Popcorn as EQT Launches a Tender Offer
The conspicuous lack of Oasis’s support, the absence of an auction despite a Bain/LY bid, reliance on passives' vote and irrevocables with...
387 Views
Most Seasonally Volatile Names and What to Expect in April.....
It has always fascinated me that in Japan price performance can be so seasonal. Take Toyota Motor Corp (7203 JP) for instance, over the last 30...
218 Views