MS-Japan Index Earning Revision (Aug): Yamaha Motor, Orix, Advantest, Kioxia, Rakuten, Panasonic
We analyzed MS-Japan's consensus for Aug 2026 and highlighted changes of EPS in Yamaha Motor, Orix, Advantest, Kioxia, Rakuten, Kawasaki Kisen...
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Japan Banks - Trading Gains and Cross-Shareholding Vary Widely Among Megabanks and Regionals
We look at how important or unimportant core banking income is to 50 banks in Japan, to better understand where divesting cross shareholding can be...
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Norinchukin Bank – Sector Outlier Rather than Big-Cap Bank Canary in the Coalmine
Norinchukin's big unrealized bond portfolio losses are not representative of interest rate risk in the bigger cap banks, Norinchukin is an...
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Japanese Banks: Remember, Remember, the Thrift of November
Japanese people are renowned for their thrift. Even when deposit interest rates are zero they continue to save. But there is little the banks can...
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Japanese Bank Lending: Losing Momentum
Loan balances have eased back to May levels, with much of the increase in lending by the major banks in March-June reversing between July and...
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