Minato Bank: Kansai Urban Pref Conversion Implications
As expected and warned earlier, Resona Holdings Inc (8308 JP), Kansai Urban Banking Corp (8545 JP), Minato Bank Ltd/The (8543 JP), and KUB/Minato...
386 Views
A Kinki Osaka Ménage à Trois?
Early this past week, during the day, the Nikkei and Yomiuri had intraday headlines suggesting that Sumitomo Mitsui Financial Gr (8316 JP) and...
425 Views
Minimal Impact From Larger Credit Loss on Toshiba; Maintaining FVE for Major Japanese Banks
On Jan. 19, Toshiba Corp (6502 JP) reported that it will likely book a combined noncash charge of up to JPY 700 billion, mainly for goodwill...
866 Views
Why Hold Japan, Part II: Comparative Valuation Among G7 Economies
"Why Hold Japan?" is a question that recurs among foreign investors, now the greatest cohort of investors in Japanese stocks. The question tends...
330 Views
1H16 Better-Than-Expected Results Suggest Earnings Inflection Points; Positive For Japanese Banks
Four major banks under our coverage reported better-than-expected results, indicating an inflection point in their earning structure. In aggregate,...
685 Views