Very recently I had a chance to meet foreign investors who visited Tokyo invited by a big securities companies. Talking with them reminded me of the last year's December when kakaku.com a bit suffered from inventory shortage of digital cameras and so on due to the Thailand flood.
This year, we are facing very normal (in other words, very good) e-comerce environment and in addition to that, it passed more than one year since eco-point-related consumption boost and afterwards sluggish performance made volatile traffic of kakaku.com.
Furthermore, we could recover from negative impact from search engine's algorithm change at consumables, which you can recognize most recent 2 months Unique Users number and page views number (already disclosed).
I do believe such favorable atmosphere was relayed to them to some extent, though I request all the investors to be kindly patient to wait for actual result for more 2 months.