JAPAN: Public Money Flows: Japan Post's Plan to Up Risk
On 1 April 2015, Japan Post Holdings released a "Medium Term Plan" (pdf, Japanese only, 4MB) for its business through FY2017 and Japan Post...
475 Views
JAPAN: Three Public Pensions Add Fuel to the Fire
On Friday March 20, Japan's "Other Three" public pensions (Chikyoren, KKR, and Shigaku Kyosai (nota bene: links are to the Japanese sites - each...
725 Views
[Japan Offering] Shimizu (1803) New Feb Global Index Entrant Sees March Crossholder Selloff
Shimizu, like other contractors, has seen margins rise, and multiples rise, and now we see high levels on both. Feels frothy. Crossholdings aren't...
429 Views
Japanese Banks – 2026 High Conviction Ideas
​Japanese banks in 2026 should see top line growth from hawkish BoJ, shareholder value creation through cross-holding disposals; Resona top pick...
642 Views
Japanese Banks – We Clip Our Key Positive Picks in the Big-Caps and Mid-Caps
​With easier-for-longer monetary policy in Japan being a growing risk, we keep buys on select big and mid-cap banks with big equity cross-holdings,...
606 Views