Return to Sender: Japan Post Holdings (6178.T) – Entering the Modern Age
​Company's underwhelming targets should be beaten. Its plans are being revamped with a "radical" strategy to increase profitability and shareholder...
556 Views
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...
533 Views
The Week That Was in ASEAN@Smartkarma - Prodia's Cure, Ace Hardware, and Erajaya's Growing Volumes
The past week saw insights on Ace Hardware Indonesia (ACES IJ), Prodia (PRDA IJ), Erajaya Swasembada (ERAA IJ), and Barito Renewables Energy (BREN...
360 Views
Japan Hotel REIT Placement - Relatively Large Deal but It Is Accretive
Japan Hotel Reit Investment (8985 JP) aims to raise around US$214m to partly fund the acquisition of four hotel assets. In this note, we will run...
355 Views
Chiba Bank - Short Term Borrowing Surges, Just at the Wrong Time
Chiba Bank has opted to grossly raise its short term borrowings as JPY rates start to rise while not locking in long term borrowings.
336 Views