Smartkarma Originals
Zozo: A Shooting Star Shooting Itself in the Foot
The following is an in-depth review of ZOZO (3092 JP) covering its core operations and its potential to achieve its stated targets over the next...
2.8k Views
31 January TOPIX & JPX Nikkei 400 Major Index Changes
On December 17th 2018, the TSE announced a somewhat strange and unexpected treatment of the TSE-calculated indices for two companies where shares...
781 Views
Rakuten (4755 JP) & Yahoo Japan (4689 JP) Are Battling for Share in the Growing Japanese EC Market
Japan's B2C e-commerce industry is growing sales volumes close to 10% YoY each year, but the level of online activity remains behind other...
625 Views
Recruit Holdings Down 30% From October; Still Not Cheap
The share price of Recruit Holdings (6098 JP) has fallen by around 30% over the past three months from an all-time high of JPY3,826 (on 1st October...
816 Views
GMO Internet (9447 JP) - Grossly or Modestly Overrated?
THE GMO INTERNET (9449 JP) STORY - GMO internet (GMO-i) has attracted much attention in the last eighteen months from an unusual trinity of value,...
1.3k Views