Mizuho - Expect Profit Guidance Surge | JGBs Up, JGBs Unrealized Losses Down | Credit Metrics Better
Mizuho can see major rise in its profit guidance, since it has met 40% of target in first quarter, also due to rising JGB yields, better loan...
611 Views
SBI Holdings - Pages of Affiliates | Strong Securities | Banks Doing Well | Accelerating Profit
Earnings are very strong now, especially from mainstay securities business, but also from affilates. It is an interesting alternative financial...
867 Views
Nikkei 225 Rebal - Beating a Dead Horse
Tomorrow's Nikkei 225 Rebalance is ¥490bn a side, with ¥460bn of funding trade. Matsui Sec is like a big offering. The three ADDs are all more...
1.1k Views
Nikkei 225 Index Rebalance: Mercari, Lasertec, Nitori IN; Nippon Glass, Mitsui E&S, Matsui Sec OUT
The adds are broadly flat since announcement of the changes. The deletes are higher and short interest has continued to increase. The stocks with...
1.3k Views
September Nikkei 225 Review - Lasertec, Mercari, Nitori IN, Expected DELETEs Out (Matsui the Biggie)
Since the Sep 2023 Nikkei announcement 10 days ago, Lasertec flatlined vs Peers, Nitori popped, then underperformed what might loosely be...
1.5k Views