Growth in Cashless Payments Surges in Japan – PayPay Totally Dominant
Japan is shifting from 80-90% cash retail transactions to 40-50% cashless in the blink of an eye. Softbank/Z HD dominates with nearly 50% share and...
350 Views
Merger Arb Mondays (20 Jul) - Kakaku, Shinko Shoji, Get Nice, Shengmu, Skyworth, Steadfast, Vault
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
147 Views
Kakaku.com (2371 JP): Sheer Gamesmanship
In line with yesterday’s media articles, EQT/DG have increased its offer to JPY3,450, a 4.5% premium to its JPY3,300 offer (22 June). The closing...
185 Views
Digital Garage (4819 JP): Cheap, but Not Cheerful
DG is undoubtedly cheap and could be worth 2x more. However, closing this valuation gap remains challenging. Pasona is a cautionary tale that a...
186 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...
612 Views