Aozora Bank (8304 JP) – Two Bets Too Far
​Aozora Bank's losses from US CRE and securities point to a projected FY23 loss and a dividend cut, with it having the highest overseas loan share...
857 Views
Bank of Japan Meeting Signals– Our Take on the Implications for Japanese Banks
BoJ's inflation target of 2% looks increasingly like it will be reached will should drive the shift from negative interest rate policy, boosting...
771 Views
Aequitas Japan IPOs + Placements Broker Performance 2023
In this note, we will take a look at broker performance for Japanese IPOs and placements in 2023, which includes all Japanese IPOs and placements...
460 Views
Inabata & Co Placement - Should Come as a Surprise
Sumitomo Chemical (4005 JP) and Mizuho Trust & Banking are looking to raise around US$180m through the sale of their stake in Inabata & Co (8098 JP).
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Japanese Banks – No Change to Our Bullish View on the Back of the BoJ’s Pause on Interest Rates
BoJ's decision to pause on lifting negative rates is temporary and could change as soon as January; evidence of higher long term loan rates...
715 Views