Japan Regional Banks - An Uncrowded Rate Trade with a Consolidation Option
One of our basket members Aichi Financial 7389.T suspended mid trading up 4% due to the following headline: May 13 (Reuters) - Aichi Financial...
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[Japan M&A] Regional Bank Consolidation Efforts May Pick Up
Japan regional bank consolidation will continue. We may have a new candidate. I'd be long the small target in this case, assuming that value will out.
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Primer: Aichi Financial Group (7389 JP) - Apr 2026
Aichi Financial Group was formed in October 2022 through the merger of Aichi Bank and Chukyo Bank, creating a dominant regional banking entity...
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Curator's Cut: Few Want Consumer Staples, Many Want Financials, & Spin-Off Lessons
In this Curator's Cut, we examine poor positioning in Consumer Staples, the (continued) rotation into (Asian) Financials and mixed views on spin...
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Japanese Small Cap Banks – Hyakugo Bank (TSE:8368) And Awa Bank (TSE:8388) Stand Out
​Small cap banks Hyakugo and Awa rated buys due to high equity shareholdings and gearing to higher rates, amongst other metrics; Juroku, Aichi, and...
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