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 M&A] EQT Launches TOB on Kakaku.Com (2371) But This Isn't A Done Deal
EQT bids for Kakaku.com. Bain+LY have put in a late bid, same price. DG and KDDI have agreed and DG will reinvest BUT they both have tight...
16.1k Views
The Week That Was in NorthAsia@Smartkarma: JDI, Japan Banks, Blockchain, & TOPIX
Below is the full list of Japan/Korea related reports published last week on Smartkarma. Refreshed thesis on JDI Mio Kato, CFA visited JDI and...
356 Views
Japan's Mega Banks at the Bottom of the List
Japanās three mega banks have made considerable investment outside the country, where returns are generally higher. Mitsubishi UFJ Financial Group...
642 Views
Kakaku.com (2371 JP): Thoughts on a Potential EQT Privatisation Offer
Oasis has increased its stake from 12.11% to 15.74% of outstanding shares. Oasisā last two purchases were made on 24 April, a day after Bloomberg...
630 Views