Rakuten: Q4 Results Takeaways Include Firming up of Mobile Launch Timeline
Rakuten posted Q4/FY19 results including the first annual net loss since FY08 on the back of accelerated investment in mobile and logistics. That...
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Recruit Holdings [Alternative Data]: Should the Slowdown in Indeed Warrant a Discount?
A slowdown in the HR Technology business, which operates two popular employment websites, indeed.com (Indeed) and glassdoor.com (Glassdoor), is one...
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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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