Last Week in Event SPACE: Z Holdings/Line, Mitsubishi Tanabe, AOF, Intouch, PCCW, BBL, Just Eat
Last Week in Event SPACE ... There is a bit of embedded optionality in the Z Holdings (4689 JP) / LINE Corp (3938 JP) transaction, but that...
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Recruit Holdings: Strong 2Q Results But Too Expensive for Our Liking
Recruit Holdings (6098 JP)Â reported its 2Q FY03/20 financial results last week. The company reported revenue of JPY607bn (+5.0% YoY) and EBITDA of...
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Z Holdings Merger with LINE: Unequal Spirit
Softbank Corp (9434 JP) plans to merge Z Holdings (4689 JP) (ZHD) with messaging app operator LINE Corp (3938 JP) to create a $30 billion tech...
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Japan - Big Shorts on Zozo (3092 JP)
The short notional in the market for the week ended 15 November is US$25.82bn (down by US$480m) with the largest short positions in Itochu Corp...
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Korean Government (FTC) Goes After Naver
It was reported today after the market close that the Korean Fair Trade Commission (FTC) decided Naver Corp (035420 KS) abused its monopoly...
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