Japanese Regional Banks: An Old Chestnut Reappears
A curious thing happened on Friday. The Japanese Topix Index fell almost 1%, reflecting overnight weakness on Wall Street, but the banking sector...
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Japan Banks – Rare Time to Shine?
It is rare for Japan’s banks to shine. We wonder if this is now their time and even if only fleetingly so? Credit costs are down substantially for...
454 Views
Banks – Credit Cost Delta
There is a major credit cost improvement across many banks globally during 2Q20. This is likely driven by improved credit modeling for defaults and...
748 Views
Japan Mega-Banks – Fukuoka Financial A Harbinger For Results Season
*Pre-Announcement Has Sector Implications: Fukuoka Financial Group (8354.JP) [FFG] recently announced a revision to its FY 2019 consolidated net...
466 Views
Japanese Banks: End of March Blues
Last week was an extraordinarily volatile period for Japanese bank stocks, with the sector rising around 14% after a protracted period of negative...
428 Views