In Tough Japanese Banking Market, SMFG Looks Like the Best Bet for Future Returns
We are transferring coverage of Japan's six largest banking groups, all of which we rate as having no moat and a stable moat trend. This includes...
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Chiba Bank (8331 JP): Chiba 'n Cheerful
Strategically located in the heart of Japan’s wealthiest region, namely the Kanto Region that surrounds the nation’s capital Tokyo, with an asset...
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Bank of Kyoto (8369 JP): Temple Belle
Headquartered in Kyoto, the ancient imperial capital of Japan for over a thousand years, Bank of Kyoto is Japan’s 12th-largest regional bank if...
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Toyota for Bears: How Attractive Are Income Yields?
Toyota’s current dividend and buyback yields are 3.1% and 2.1% respectively (at the current market price of JPY7,199 as of 22nd June 2018) bringing...
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The Week That Was in NorthAsia@Smartkarma: JDI, Japan Banks, Blockchain, & TOPIX
Below is the full list of Japan/Korea related reports published last week on Smartkarma. Refreshed thesis on JDI Mio Kato, CFA visited JDI and...
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