As LINE Yahoo's core business struggles to grow, it has yet to move away from a growth model dependent on PayPay. In the stock market, criticism that synergies following the M&A have been insufficient continues to simmer, while skepticism is spreading toward the view that Kakaku.com represents the next growth opportunity.
There are criticisms that LINE Yahoo's core business has struggled to grow and that the company continues to rely heavily on its subsidiary PayPay to support growth.
Investors are voicing simmering dissatisfaction that the synergies following the M&A have not been fully realized.
Comments have been cited from Naoki Asakawa (浅川直騎) of Asahi Life Asset Management, a long-term shareholder, as suggesting a sense of distrust among Yahoo shareholders.
Although there is a move to pursue Kakaku.com amid developments in the market, the view that the strategy is questionable has also been reported.