LINE Joint Tender: Cash Price, Schedule, & Squeeze-Out
Naver put out three regulatory filings about the joint tender to LINE shareholders yesterday on DART.First of all, cash bid price? Unfortunately,...
426 Views
The End of the LINE (3938)
Today after the close, Naver Corp (035420 KS) and Softbank Corp (9434 JP) announced that the two companies would launch a Tender Offer for the...
656 Views
The Zozo Revival: A New Private Brand of Many Names, Category Expansion, Merchants Return
ZOZO (3092 JP)'s new plan to create a direct-to-consumer (DtoC) e-commerce platform this October, and fund the brands sold on it, is much more than...
583 Views
LINE (3938) - This Is Not the Kitchen Sink You Are Looking For
Since writing my two insights describing how I thought betting on a LINE bump was not the best trade out there in Bump-Land, I have received no...
634 Views
Z Holdings [Alt Data]: PayPay Mall and PayPay Flea Market Continue to Disappoint
In our previous notes, we have continuously questioned Z Holdings (4689 JP)’ strategy of aggressively trying to expand its user growth in the...
601 Views