In Tough Japanese Banking Market, SMFG Looks Like the Best Bet for Future Returns
We are transferring coverage of Japan's six largest banking groups, all of which we rate as having no moat and a stable moat trend. This includes...
368 Views
[Japan Event] Rakuten Fintech Group Restructuring - Dirty Deeds Done Unto Rakuten Bank (5838)
I expected the Rakuten Bank/Securities/Card deal to be good for Bank. But Bank shareholders get screwed. It's bad. Bank provides >55% of OP and the...
266 Views
[Japan Event] Rakuten Bank (5838) - "Exciting" Mizuho News Doesn't Do Much But Expect More News Soon
There's news that Mizuho may buy a stake in Rakuten Bank as part of the financial group restructuring. This may help reduce overhang, but...
186 Views
Japan's Corporate Governance Code Amendments - A Much Bigger Stick for Activists and Stewards
Japan's Corporate Governance Code was created in 2015 after years of behind-the-scenes pushing by large foreign investors and some largely...
955 Views
A Potential New and Formidable Entrant into the AI Semiconductor Space: AI Readings
For all the talk of crypto mining generating significant revenue for Nvidia it is important to realize that Bitmain Technologies crypto mining...
266 Views