bullish

Z Holdings

Z Holdings (4689) | The Expanding Opportunity in E-Commerce

Equity Bottom-Up
382 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 
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Mark Chadwick
Japan Specialist
JapanEquitiesESG

Over 20 years experience in equities and asset management in Asia and Japan. Qualified CFA with experience analyzing com... 

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