Japan Post Bank – Structural Decline
With asset yields under pressure there is no comparable relief on funding. This is due to the nature of Japan Post Bank (7182 JP)'s (JPB) high rate...
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DNB ASA – Window To Be Constructive Is Open
*Stand Out Quarter For First Major European Out of The Box: DNB ASA (DNB.NO) [DNB] kicked off 2Q20 results season with a bang, reporting a...
460 Views
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...
445 Views
Suruga Bank (8358 JP): One Step Back, but Several Steps Forward
FY3/2020 consolidated results were slightly below guidance and FY3/2021 guidance suggests consolidated net profits may fall as much as 76% YoY to...
538 Views
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...
394 Views