Gunma Bank (8334 JP): Daishi Hokuetsu (7327 JP) Share Exchange to Establish a Top Regional Bank
A definitive agreement is expected around March 2026. The lack of a controlling shareholder necessitates a “fair” exchange ratio. My estimated...
513 Views
Japan H1 Bank Earnings: Interest/Fees Up, Expenses/Credit Costs Down - Opportunity Abounds, Still
The macro backdrop for Japanese banks is pretty good. Business restructuring efforts are bearing fruit. Global macro is adding fees. Stocks are up,...
623 Views
Tottori Bank (8383 JP): Trapped in the Sands
On a PBR of 0.23x, Tottori Bank looks to be trading on a 'give away' price. Dig a little deeper into the financials, however, and its weaknesses...
351 Views
Smartkarma’s Week That Was in JP/KR: Softbank, Nissan, & A Star Is Born in 2018 Rewind to 1937
The year is winding down and there are only three weeks left in 2018. The sentiment on the global stock markets has been turning down rapidly in...
497 Views
San'In Godo Bank (8381 JP): From Out of the Shadows
Based in Shimane Prefecture, in the Chugoku region of western Honshu, San In Godo Bank (8381 JP) is unique among Japan’s 64 regional banks in...
477 Views