[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's Banks - Lending Is Strong, Loan Officer Survey Suggests More, Credit Costs Can Be Low
Japan's banks are seeing good loan volume and diffusion index on Tankan Survey and loan officer survey suggests there is more to come. Selling...
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Investing Alongside Beji Sasaki: Japan's Unconventional Corporate Raider and Value Investor
He’s an aggressive corporate raider looking to take control of public companies and maximize profits, a concept that’s anathema in Japan.
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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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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...
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