Primer: Concordia Financial Group, Ltd (7186 JP) - Aug 2026
Dominant Regional Player Poised to Benefit from Monetary Policy Normalization: As one of Japan's largest regional banks with a commanding...
94 Views
Japanese Banks – Update on Bigger Cap and Digital Banks
​Reiterating buys on Resona, Yokohama and Shizuoka post selective bank visits, whilst being neutral on digital banks; amid Iran conflict...
220 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...
882 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...
938 Views
Japanese Big Cap Banks – Still Overall Bullish, but Taking Profits on Yokohama Financial
Resona's well geared to rising rates and we expect improving returns, Kyoto has high equity holdings relative to its market cap; we keep Resona,...
98 Views