Japan's Governance Changes I - The PBR 1.0 Target
Japan's powers that be - the TSE and now the Finance Ministry - are targeting listcos with PBRs of less than 1.0x. That will mean they will be...
1.2k Views
StubWorld: Japan Post Holdings (6178 JP) Is "Cheap"
As rates go up, Investors may simply prefer to get exposure directly with JPB; and this may be contributing to a short squeeze on JPB's stock. I'd...
512 Views
Japan Post Holdings – Waiting for Godot...
​Underperformance post-results announcement may present opportunity as strategy shifts slowly and ownership of Japan Post Bank changes hands.
416 Views
Weekly Deals Digest (02 Mar) - Japan Post Bank, 7&I, Aeon Delight, Tonami, Mixue, JXAM
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
570 Views
Banking on the BoJ
​New Japanese PM's interest rate stance could lead to a stronger JPY against USD. Higher rates will help certain sectors in the market
367 Views