ZOZO: No More Thank Yous and Less Profit Too
ZOZO's (3092 JP)Ā announced its FY18 results today, with operating profit down 21% despite sales increasing by 20.3%.What was more surprisingĀ was a...
642 Views
Aeon: Whereās the Digital Strategy?
In 2017, Aeon (8267 JP) said it would spend Ā„500 billion on logistics and digital infrastructure to grow online sales to Ā„1 trillion by 2020.Two...
573 Views
š°š· šÆšµ That Was The Week That Was North Asia - 15th-21st April 2019 @Smartkarma
In the last week, Smartkarma's North Asian team Equity Bottom-Up Insights were more Bullish than Bearish by a ratio of 8/6.Ā However, the Macro and...
625 Views
GMO Payment Gateway: As Expensive as It Is, This Is Not a Short
We visited Gmo Payment Gateway (3769 JP) a couple of times over the last few weeks to discuss their business model and future prospects. The...
967 Views
Smartkarma Originals
šÆšµ Japan ā¢ Internet Sector Review - 'Japan Passing'
There are currently 241 listed Japanese companies that can be categorised as Internet businesses. Our classification overlaps with the TOPIX-33...
1.5k Views