[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...
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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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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
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
Japanese Banks: A Chill Wind in October
After a somewhat euphoric start to September, with some Japanese bank stocks recovering as much as 20% from their mid-August lows on a global wave...
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