[Japan Buybacks] - Japan Bank Metrics, Cross-Holdings and Banks Part 1
This is the first of several episodes regarding Japanese Banks. I want to make the size palatable and offer base data and framework with which to...
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[Japan M&A] Regional Bank Consolidation Efforts May Pick Up
Japan regional bank consolidation will continue. We may have a new candidate. I'd be long the small target in this case, assuming that value will out.
644 Views
Japan 2024 H1 Bank Guidance/Results - Better and Better
This AM has a Nikkei headline saying Japan's 3 megabanks will report ¥2.0trln in Net Profit in H1. That compares to ¥894bn last year, and ¥3.3trln...
639 Views
Primer: Nanto Bank (8367 JP) - Apr 2026
Dominant Regional Franchise with Strong Financials: Nanto Bank holds a commanding market share in its home prefecture of Nara, with...
144 Views
July Is All About Momentum and Definitely Not About Value....
As the top 5 factors in July are technical signals, clearly names up from April to June continue to go up in July. The strongest factor is the...
494 Views