MUFG – Painful to Watch
*MUFG Pre-Announcement: According to Mitsubishi UFJ Financial Group (8306.JP) [MUFG], FY 2019 preliminary profit declined to its lowest level in a...
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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...
393 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...
371 Views
Global Banks – Razor Thin Capital
It is not the time to have limited capital. There are bound to be mishaps with derivatives, securities, not just loans. While total provisions can...
443 Views
Japan - Big Shorts on Zozo (3092 JP)
The short notional in the market for the week ended 15 November is US$25.82bn (down by US$480m) with the largest short positions in Itochu Corp...
532 Views