ZOZO Results Out. Index Changes Coming. Where To From Here?
The Tender Offer results for Z Holdings (4689 JP)'s Tender Offer for ZOZO Inc (3092 JP) are out - they were out early-ish this morning and reports...
630 Views
The Online Fashion Wars: Rakuten Takes on Z&Zozo
Z Holdings' (4689 JP) (Yahoo Japan) decision to accept Yusaku Maezawa’s proposal to buy his stake in Zozo has caused major ructions in the fashion...
576 Views
Mercari – The US Push and the Merpay Strategy
We visited Mercari today to discuss the recent results and the company’s strategy and long-term outlook. In particular we wanted to assess the...
656 Views
Z and LINE, Sitting in a Tree... M.E.R.G.I.N... G...?
Tonight, in what is a shocker of a news story, the Nikkei carried an article titled ヤフーとLINE、経営統合へ which translates to "Yahoo and LINE, Moving...
1.1k Views
Z Holdings (4689 JP): 2Q Is a Step in the Right Direction But We Remain Passive
In our previous notes, Yahoo Japan: Slowdown in Traditional Business Silos Deter Mid-Term Prospects and Yahoo Japan: Something Is Better Than...
573 Views