Primer: Aozora Bank Ltd (8304 JP) - May 2026
Aozora Bank is currently navigating a critical juncture, recovering from a significant net loss in FY2024 driven by provisions against its U.S....
107 Views
US Banks - NYCB Credit Costs Are Much Higher than in the Early 1990s
US CRE loan risk is clearest now with the NYCB charge taken in 4Q23, putting its credit costs now well higher than the recessionary period in...
606 Views
HSBC - Results on Thursday, Risk of BoCom Mark Down, Heavy UK, US Corporate Lending Not Positive
Bank of Nova Scotia's further and sizeable goodwill impairment on its China bank holding during its 4Q ending October 2024, suggests that HSBC may...
1.1k Views
Potential Domestic Rate Hike Impacts Highlighted in the BoJ’s Latest Financial System Report
The BoJ's FSR focuses on issues like potential domestic rate hikes. Key picks are Resona, Mizuho, and Concordia in big caps, the positive regional...
839 Views
Japanese Banks – Cash Balances and the BoJ’s Negative Interest Rate Policy Exit
Japanese banks' share prices mark time post-BoJ's exit from negative interest rates, due to BoJ'S continued accommodative stance. We highlight...
883 Views