Kyoto Financial Group (5844 JP) - Much More Upside Beyond Equity Monetization
The new MTP targets net income of ÂĄ90bn+ by FY3/29 (~2x FY3/26 excluding the gain on Nintendo shares), alongside ROE of 8%+, OHR in the 40% range...
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Primer: Kyoto Financial Group (5844 JP) - Sep 2026
Unique Balance Sheet Transformation: Kyoto Financial Group (5844 JP) presents an exceptional structural growth profile within Japan's regional...
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Best Outright and Pair Trades for an Ishiba-Led LDP
How to position in Japanese equities after the surprise win by Shigeru Ishiba over Sanae Takaichi in Friday's LDP election.
753 Views
Curator’s Cut: Debt Gets Dearer, Diesel Runs Dry & Strategic Stakes Come Undone
We see which Asian sectors might be impacted by rising rates, how refiners are benefitting from wide crack spreads, and how strategic stakes are...
89 Views
Japan - Rising Rates: Focus On Banks With High Cash And Low Margins
BOJ to meet 23-24 Jan and likely to raise rates possibly by doubling short-term rates, from 0.25% to 0.50%. There are important implications for...
977 Views