[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
Primer: Daishi Hokuetsu Financial Group (7327 JP) - Aug 2026
Dominant regional player in Niigata Prefecture with a loan market share of approximately 50%, providing a stable foundation for its operations. ...
93 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.
641 Views
Merger Arb Mondays (12 Oct) - Skyworth, Z Fin, OFX, Ingenia/Peet, Cleanaway, Reliance, Kakaku
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
201 Views
Merger Arb Mondays (05 Oct) - Kadoya, Kakaku, Leopalace21, Taiyo, Ingenia, Peet, OFX, Cleanaway
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
148 Views