ECB Dividend Action Likely Leads to Similar Moves In Asia
* ECB Potentially Killing Dividends: The European Central Bank (ECB) is likely to make a final decision next week on whether to allow banks to pay...
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Banks – Credit Cost Delta
There is a major credit cost improvement across many banks globally during 2Q20. This is likely driven by improved credit modeling for defaults and...
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JPX Margin Trading Weekly (Jun 19th): Kioxia, Advantest, Tokyo Electron, Skylark, Taiyo Yuden
We analyzed JPX margin trading positions report for the past week and highlighted Kioxia (285A JP), Advantest (6857 JP), Tokyo Electron (8035 JP),...
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Japanese Activism: Playing Behind Closed Doors
The Corona virus was an effective muzzle on activist demands this year. It also gave companies a convenient excuse to curtail investor...
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A Bridge (Way) Too Far
*Software Assets To Become Part Of CET1: The European Banking Authority (EBA) [and we are not exactly shocked that the entire banking sector is in...
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