Japan E-Commerce Wars Intensify Among the Big 3 Online Platforms
The intensity of competition between the big 3 in e-commerce (Amazon, Rakuten, Z Holdings) means that all are investing heavily. Amazon leads but...
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Rakuten (4755 JP) | Time to Cover the Shorts
We expect a re-rating of the share price on a recovery in the mobile business over the next couple of quarters. Our SOTP valuation suggests 60%+...
579 Views
Tencent: Investments up as Valuations Drop, Room for Another Significant Special in Specie Dividend
In this insight, we analyse Tencent’s recent investment activity and notable investee holdings to evaluate the potential for another meaningful...
764 Views
One Store IPO - Refiling Updates, No Change to Price Tag
ONE Store (ONE KS) is looking to raise up to US$228m in its Korean IPO. One Store delayed its bookbuild by two weeks, with book building slated to...
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Lawson Considering IPO for Seijo Ishii
Lawson may arrange an IPO for its upscale supermarket subsidiary Seijo Ishii, a popular retailer which has doubled in size in the last decade and...
733 Views