Recruit Holdings: Likely to Reach Full-Year Guidance but Bad News Could Be on the Way
We believe it is likely for Recruit Holdings (6098 JP) to reach its full-year EBITDA guidance for FY03/20. However, we remain bearish, as we expect...
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Softbank Corp (9434) Block
As discussed in Softbank Starts on Its ÂĄ4.5trln Capital Plan - A Model for Bullishness, in announcing a sale of $11.5bn of Alibaba Group (BABA US)...
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After Covid: The Future for Japanese Retail: Winners & Losers
No one really knows what will happen after the initial shock of the coronavirus fades away. Many observers in Japan, expert and otherwise, are...
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Rakuten: Good COVID-19 Play; Possibility of Further Upside
Rakuten Inc (4755 JP)’s 1Q FY12/20 financial results upholds its position as a COVID-19 beneficiary. Hence, we expect the current rally in...
398 Views
Z Holdings: 4Q Results Fail to Impress Despite a Favourable E-Commerce Landscape
The market reacted positively to Z Holdings (4689 JP)’ 4Q FY03/20 results. Z’s share price has increased by c.5% since the results were released...
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