[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...
1k Views
[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.
644 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...
639 Views
Primer: Bank Of Iwate (8345 JP) - Apr 2026
Bank of Iwate is demonstrating a strong growth trajectory, evidenced by a significant uptick in net income and operating cash flow in the most...
130 Views
Japan 2025 H1 Bank Guidance/Results UPDATE - Strong Uplift Continues on Better Core Biz Income
Japanese banks see strong upward revisions and results of H1 which significantly beat previous guidance (40-60% across 20+ names) on strong net...
569 Views