Mercari: Valuation Update and Some Peer Charts for Context
On Friday Mercari Inc (4385 JP) raised the price range for its IPO from JPY2,200-2,700 to JPY2,700-3,000, suggesting strong demand. This isn't...
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Japan Inc. Applies the Brakes - 1st Quarterly Capex Contraction Since 2016 Signals a Cycle Peak
JAPAN AGGREGATE CASH FLOW UPDATE - This insight updates Declining Operating Cash Flow to Curtail Investments with the most recent quarterly reports...
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Mercari Inc: A Case For Directing Attention to the East – III
This is our third report on Mercari Inc and its Road to IPO. Our first report Mercari Inc: The Hunt for Discounts Gives Birth to a Unicorn -...
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The Week That Was in NorthAsia@Smartkarma: Yahoo Japan, NK's Doi Moi, Suzuki, & SamE Stake
Below is the full list of Japan/Korea related reports published last week on Smartkarma.Altaba and Yahoo JapanTravis Lundy discusses about...
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Fashion: Still the Biggest Japanese E-Commerce Category – and Still Growing Fast
Our recent post on e-commerce (E-Commerce in Japan 2017-2022: Relentless Expansion Means Upheaval in Consumer Goods Distribution) showed just how...
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