LY

LY Corp (Buy) – Q1 FY24 Quick Take: Another EBITDA beat; ¥150bn share repurchase announced; great numbers from PayPay again

SoftBank Corp looking to take a majority stake in LY Corp? Our thoughts.

LY Corp (Buy) – Q4 FY23 Quick Take: Better than expected EBITDA guide and a bullish medium term EPS target; Line & PayPay linkage delayed

LY Corp (Buy) – Q3 FY23 Quick Take: Strong EBITDA beat; upgraded EBITDA guidance

Japanese e-Commerce - GMV slowing, revenue accelerating; CY 3Q23 review