TOPIX CORE 30 Index Earning Revision (Nov): Sumitomo Mitsui Financial, Honda Motor, SoftBank
We analyzed TOPIX CORE 30's consensus for Nov 2025 and highlighted changes of EPS in Sumitomo Mitsui Financial (8316 JP), Honda Motor (7267 JP),...
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Japanese Banks: TPNBNK Structural Sector Buy-Case, Preparing for Shinsei (8303) January Passive Flow
Japanese banks are experiencing improved profitability due to the BoJ's policy changes, also evidenced by 8303 Shinsei re-listing, leading to...
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Japan Post Bank: Unlocking Value as Deposits Turn into Growth, Autonomy, and Digital Scale
Bank surpasses three-year target early, now focused on growth and new opportunities post-government supervision. Valuations do not reflect...
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SBI Shinsei Bank Pre-IPO - Thoughts on Valuations
SBI Shinsei Bank (8303 JP), a Japanese financial institution, aims to raise around US$2bn in its Japan listing. In this note, we talk about...
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SBI Shinsei Bank Pre-IPO - Peer Comparison
SBI Shinsei Bank (8303 JP), aims to raise around US$2bn in its Japan listing. We have looked at past performance in our earlier notes. In this...
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