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
ECM Weekly (24th June 2024)-Webtoon, Guzman, Black Ses, Johor Plant, Bajaj Housing, Infratil, Mizuho
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
473 Views
Norinchukin Bank – Sector Outlier Rather than Big-Cap Bank Canary in the Coalmine
​Norinchukin's big unrealized bond portfolio losses are not representative of interest rate risk in the bigger cap banks, Norinchukin is an...
665 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
Japanese Bigger-Cap Banks – Rates Story Continues, with the Prospect of Equity Holdings Disposals
​Bank of Japan should raise benchmark rates; we like Resona, Mizuho, SMFG, and Concordia, not just for their gearing to higher rates but also for...
790 Views