Z Holdings 3Q Update: A Lot of Hope but Little Substance
The market reacted positively for Z Holdings (4689 JP)’s 3Q FY03/20 results as Z’s share price increased by c.4% since the results were released...
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Z Holdings: Solid Quarter Even Before Zozo Integration
Z Holdings (4689 JP) Q3 19 results included the first details on the integration of Zozo, a firming up of guidance at the top of the range for...
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Zozo Spreads Its Wings at Home and Overseas
ZOZO's (3092 JP) new alliance with Softbank (9434 JP)/Z Holdings (4689 JP) is already bearing fruit.As well as opening on Z’s PayPay in December,...
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Japan - Huge Covering in Consumer Discretionary Names
The short notional in the market for the week ending 10 January is US$25.64bn (down by US$910mm) with the largest short positions in Itochu Corp...
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Japan - Shorts Rise in Honda, Bridgestone, NTT, Z; Decrease in Tokyo Electron, M3
The short notional in the market for the week ending 30 December is US$26.55bn (down by US$1.03bn) with the largest short positions in Itochu Corp...
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