Primer: Goldman Sachs Group (GS US) - Sep 2025
Dominant Market Position with a Wide Moat: Goldman Sachs is a leading global investment bank, holding a near 10% share of the investment...
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Raksul (4384 JP): GS-Sponsored MBO at JPY1,710
While the process is lacking, the offer is reasonable compared to peer multiples, analyst price targets and historical trading ranges. Barring an...
657 Views
Asia Real Estate Tracker (24-Jan-2025): Goldman Sachs expands into Japan with data centre JV.
Goldman Sachs, CPPIB, and S&P are all making significant investments in real estate ventures in Asia, indicating optimism in the region's property...
668 Views
US Banks - C&I Loans +10.1% YoY in Apr From -2.9% in Jan, Strong Read-Through, Banks & Economy
HFD for US banks, shows very strong acceleration in C&I loans, and also other loans, which will also include C&I. Data suggests good economic...
424 Views
Ally Financial - Suggests Large Fed Cut, Credit Cost Guidance Worsening, Fringe Finco View Can Lead
New disclosure, comments, guidance from Ally Financial show a major deterioration in credit metrics now, in coming months, which can mean a larger...
732 Views