Low returns in Japan can not afford impending recession
As Japan enters recession with -1.2% annualized GDP growth in 2Q15 (from +4.5% in first quarter) we need to consider how banks can ill-afford...
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Dividend yield looks enticing versus JGBs yield, while risks are similar
Japan Post Holdings plans to raise US$4.3-5.0bn through a sale of stake in Japan Post Bank (JPB). The deal is a part of the broader US$11bn...
623 Views
Three's a crowd - A minnow amongst giants risks getting lost in the chatter
Japan Post Holdings plans to raise US$1.0-1.2bn through a sale of stake in Japan Post Insurance. The deal is a part of the broader US$11bn...
592 Views
Japan Post Holdings: The post-IPO details make for interesting possibilities
As Sumeet ably discussed two days ago, Japan Post Holdings along with two of its subsidiaries is coming out with a triple-IPO 6 weeks from now...
684 Views
When the bank is cheap and holdco discount makes the mothership cheaper, then who needs insurance?
The Japanese government plans to raise US$11.5bn through a sale of its stake in Japan Post Holdings, Japan Post Bank and Japan Post Insurance. Book...
592 Views