[Japan Buybacks] - Japan Bank Metrics, Cross-Holdings and Banks Part 1
This is the first of several episodes regarding Japanese Banks. I want to make the size palatable and offer base data and framework with which to...
970 Views
Primer: Akita Bank (8343 JP) - Apr 2026
Akita Bank is a dominant regional bank in Akita Prefecture, benefiting from a strong local franchise, but facing long-term demographic...
108 Views
Japan 2024 H1 Bank Guidance/Results - Better and Better
This AM has a Nikkei headline saying Japan's 3 megabanks will report ¥2.0trln in Net Profit in H1. That compares to ¥894bn last year, and ¥3.3trln...
593 Views
[Japan Event] Rakuten Bank (5838) - New Fintech Holding Would Be Positive IF Done Right
Rakuten Bank is the worst-performing listed bank in Japan in the last 11+ months despite strong earnings growth. Everyone else's PER multiple is...
308 Views
Japanese Banks: Awash in Cash
The megabankers are awash in cash: their loans to deposits ratios (LDR) - an important measure of overall efficiency - have collapsed to below...
345 Views