The BIG BUY of Z
18 months ago, Altaba Inc (AABA US) announced it would start selling down its 2bn shares-plus of Yahoo Japan - as of two days ago renamed Z...
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ZOZO Partial Tender: Ex-Div Arb Grids
ZOZO Inc (3092 JP) has gone ex-div. That means the calculations for the fair value breakeven levels in the Yahoo Japan (4689 JP) tender offer which...
734 Views
Yahoo Japan: Something Is Better Than Nothing?
When we last looked at Yahoo Japan (4689 JP), our main concern for the company was its long-term growth prospects or the lack of thereof. ZOZO Inc...
619 Views
Yahoo Japan Partial Tender for ZOZO 2: Trade Profitability/Return/Residual Risk
In Yahoo Japan Partial Tender for ZOZO. Pro-Ration and Arb Grids published the morning of the announcement I looked at the possibilities of...
769 Views
Seven & I Digital Setback as 7Pay Suffers Stillbirth Due to Management Bungling
Seven & I Holdings' (3382 JP) image as Japan’s most trusted retailer was severely tarnished this summer. In July, the launch of its mobile...
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