Walmart Launches E-Commerce with Rakuten: The Last Chance to Make It in Japan?
Walmart (WMT US) has worked hard to bring its Japanese subsidiary, Seiyu, around since buying the ailing GMS retailer 16 years ago. While it has...
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Smartkarma's Week That Was in JP/KR
This past week (Friday to Friday) saw 196 insights published: 29 on China and HK stocks and another couple dozen on greater China themes and...
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Could / Should Japanese Mobile Phone Bills Be Cut 40%?
Japan’s Chief Cabinet Secretary, Yoshihide Suga, clarified his recent remarks about the need to bring down Japanese mobile phone bills, including...
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Smartkarma's Week that Was in JP/KR: September Seasonality Suggests Securing Shares Selectively
Markets fell throughout the week as KOSPI declined 1.78%, in line with MSCI World's 1.74% drop but Topix underperformed, declining 2.94%. Tech and...
483 Views
[Japan Event] Rakuten Fintech Group Restructuring - Dirty Deeds Done Unto Rakuten Bank (5838)
I expected the Rakuten Bank/Securities/Card deal to be good for Bank. But Bank shareholders get screwed. It's bad. Bank provides >55% of OP and the...
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