Japan Post Holdings Placement - The Final US$8bn Countdown - Past Deal Didn't Do Well
The Japanese government plans to sell over 26% or US$8bn worth of Japan Post Holdings (6178 JP). The selldown was originally slated for 2019.
401 Views
Japanese E-Commerce Growth Continues
Japan is well-known for lagging some markets in e-commerce penetration but sales surged last year to more than 20%. Only Rakuten and Amazon seem to...
352 Views
Rakuten (Neutral) - Q2 21 Results Reaction: Roaming Costs Have Become a Big Deal
Rakuten posted solid eCommerce/Fintech results but these are overshadowed by mobile operating losses. The good news is peak losses should fall in...
298 Views
Japan Fintech - Google Push into Mobile Payments Could Raise Competitive Intensity
Google is considering an acquisition that would allow it to compete directly in JP mobile payments. It lacks a direct consumer business but Android...
165 Views
KDDI Q4 20 Results: Slightly Better Guidance and Solid Shareholder Returns
KDDI results were in-line and guidance implies growth in other areas can offset consumer mobile erosion. Good report but there may be near-term...
325 Views