[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 Banks - Trading Gains and Cross-Shareholding Vary Widely Among Megabanks and Regionals
We look at how important or unimportant core banking income is to 50 banks in Japan, to better understand where divesting cross shareholding can be...
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Global Equity Strategy: Small-Caps and Value Stocks Remain in Focus
We are reiterating our overweight recommendations on small-caps and value as we believe outperformance from these areas is likely to continue.
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Japan â Economic Strength, Bank Relief
The latest quarter GDP was revised upward slightly. Banks with the highest credit costs or delta in credit costs during the current year, may have...
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Japanese Banks: End of March Blues
Last week was an extraordinarily volatile period for Japanese bank stocks, with the sector rising around 14% after a protracted period of negative...
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