bearish
Z Holdings: Core-Businesses Are Getting Closer to Saturation; New Ones Fail to Impress
287 Views02 Nov 2020 12:05
Z’s core businesses are gradually moving towards saturation, while its new initiatives, such as PayPay Mall and PayPay mobile payments, are also falling behind expectations.
SUMMARY
(Sign Up to Access)Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 4-minute read)
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
- Z Holdings: Core-Businesses Are Getting Closer to Saturation; New Ones Fail to Impress02 Nov 2020
- Z Holdings [Alt Data]: Web Traffic Hints Strong 2Q Shopping Growth but Unlikely to Be Sustainable20 Oct 2020
- Z Holdings: Aggressive Consensus + Expensive Valuation13 Aug 2020
- Z Holdings 1Q Update: Strong GMV Growth Is Not Expected to Last Longer Than COVID-1905 Aug 2020
x