bullishZ Holdings
Z Holdings (4689) | The Expanding Opportunity in E-Commerce
Equity Bottom-Up382 Views, 24 Jun 2022 10:02
EXECUTIVE SUMMARY
- Z Holdings has the best ecosystem in Japan with 30% top line growth over the past year
- We think that Z HD can out grow the competition in E-Commerce this year by leveraging group synergies
- Z HD has earmarked an aggressive ¥35b to grow its Commerce Business this year