[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...
1k Views
Japanese Banks: Rotating Beneath the Surface
Japanese banks are outperforming, although dispersion is wide. There's a rotation between small/large and cheap/expensive, so we built a barbel...
125 Views
Primer: Shiga Bank (8366 JP) - Aug 2026
Dominant Regional Position with Strong Growth Momentum: Shiga Bank leverages its deep-rooted presence in the Shiga Prefecture, a key...
98 Views
[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
Shiga Bank (8366 JP) 9M26 Earnings Review: Navigating Rising Yields Amid Policy Tailwinds
Article highlights strong earnings growth driven by net interest income, solid profitability, and attractive valuation with potential for 10%...
227 Views