Zozo Villa Reborn
Key to Zozo's revival is category expansion. The latest are cosmetics and luxury, with the latter in particular expected to deliver higher shipment...
420 Views
Gamechanger: Rakuten’s Win-Win Alliance with Japan Post
Japan Post's investment in Rakuten is a genuinely seismic shift in the balance of power in digital ecosystems in Japan, bolstering Rakuten where it...
551 Views
Mercari’s Relentless Innovation Opens Closets
Mercari now dominates CtoC trading in Japan and is so big a Tax Office department is names after it. Competitors are circling, particularly Z...
380 Views
Freee Placement - Needs to Correct by a Whole Lot More
Freee (4478 JP) (freee) is looking to raise around US$400m via selling a mix of primary and secondary shares. In this note, we'll run the deal...
407 Views
Asia Short Interest: Kuaishou, JD Health, Xiaomi, 7&I, Monex, Rakuten, Hynix, Hyundai, Fitipower
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
471 Views