Japan Fintech - Rule Changes Should Benefit Cashless Apps like PayPay
The MHLW is likely to update rules on digital wage payments by fiscal year end, opening the door for cashless apps to participate. That is positive...
373 Views
Japan Telecoms/Internet - A Quick Look at Public Equity Portfolios
Public equity portfolios in our coverage represent 3% of total market cap, driven by capital alliances tied to business collaboration. We thought...
506 Views
Asia-Pac M&A [July 2026 Wrap]: Dentsu Soken, Perpetual, OFX, Ns United Kaiun, Gabia, SK Signet, Dida
For the month of July, 8 new deals were discussed on Smartkarma with an overall deal size of just ~US$5bn. The average premium for the new deals...
117 Views
Merger Arb Mondays (03 Aug) - Taiyo, NS United, Future, Kakaku, Shinko Shoji, Dida, ASM, Accent
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
164 Views
E-Commerce in Japan 2021-22: Another High Growth Year
E-commerce sales grew strongly in 2021-22 despite the surge in 2020 showing the vigour of the channel – but physical stores will always be more...
534 Views