Japan - Rising Rates: Focus On Banks With High Cash And Low Margins
BOJ to meet 23-24 Jan and likely to raise rates possibly by doubling short-term rates, from 0.25% to 0.50%. There are important implications for...
977 Views
Japanese Banks – Update on Bigger Cap and Digital Banks
​Reiterating buys on Resona, Yokohama and Shizuoka post selective bank visits, whilst being neutral on digital banks; amid Iran conflict...
220 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.
641 Views
Japan: Last Look at Potential Passive Selling in February
Tomorrow is going to be a huge volume day in Japan as the global index rebalances. Kokusai Electric has bounced as expected and there could be more...
1.3k Views
Primer: Shizuoka Financial Group (5831 JP) - Apr 2026
Shizuoka Financial Group stands as one of Japan's top-tier regional banking groups, demonstrating robust financial performance with significant...
120 Views