LY

LY Corp (Buy) – Q1 FY25 Quick Take: Slight miss, momentum in PayPay and Account Advertising expected to offset ongoing weakness in Search Advertising

Takeaways from Meetings with the Japanese Telcos + Rakuten in Tokyo. Stay Buyers of NTT, KDDI and Softbank Corp.

LY Corp – Q4 FY24 Quick Take: Bullish EBITDA guidance; ¥150bn buyback and preparations for PayPay IPO underway

LY Corp (Buy) – Q3 FY24 Quick Take: Strong delivery from Commerce and PayPay; dividend upgrade

Japanese Telcos & Internet – What to expect in 2025: Mixed