Best Outright and Pair Trades for an Ishiba-Led LDP
How to position in Japanese equities after the surprise win by Shigeru Ishiba over Sanae Takaichi in Friday's LDP election.
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Primer: Fukuoka Financial Group (8354 JP) - Aug 2026
Fukuoka Financial Group (FFG) is a dominant regional banking force in Japan's Kyushu region, demonstrating robust growth in revenue and net...
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Japan Regional Banks - An Uncrowded Rate Trade with a Consolidation Option
One of our basket members Aichi Financial 7389.T suspended mid trading up 4% due to the following headline: May 13 (Reuters) - Aichi Financial...
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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 Post Bank - It's like a Closed End Mutual Fund More Than Ever
Japan Post Bank is more than ever like a closed-end mutual fund, which is hardly seeing any line items drive profit upward other than stock sales,...
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