Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
ENTITY
Sumitomo Mitsui Financial Group (8316 JP)
Watchlist
428
Analysis
Financials
•
Japan
Sumitomo Mitsui Financial Group, Inc. manages financial operations for its subsidiaries. The Company provides commercial banking and a variety of financial services.
more
Watchlist
All
Insights
Broker
Sponsored
Syndicated
Podcast
Buy side
Refresh
Focused
Suggested
bullish
•
SBI Sumishin Net Bank
•
18 Apr 2024 12:15
SBI Sumishin Net Bank - Dramatic ROA Expansion, Steady & Strong, Profit & Loan Growth, ROE at 19%
9.6% move upward today is sizeable even with recent volatility. We continue to like this bank in Japan, which tends to have better financial...
Daniel Tabbush
Follow
723 Views
Share
bearish
•
Sumitomo Mitsui Financial Group
•
13 Sep 2023 17:13
SMFG (8316) - 75% Less JGBs than MUFG | Affiliates Show Worsening Profit | Credit Costs ~2x Vs Past
SMFG appears less leveraged to BOJ policy changes than MUFG, especially with ~75% less JGBs. It appears a less interesting alpha story; profit...
Daniel Tabbush
Follow
385 Views
Share
bearish
•
Sumitomo Mitsui Financial Group (Sponsored Adr)
•
10 Aug 2023 14:31
SMFG - Least Achieved of FY24 Forecast, With Lowest ROE of Mega's & Less JPY Bond Leverage
SMFG has achieved less of its FY24 forecast than peer mega banks, with a lower ROE, higher credit costs, higher operating costs, and less JPY bond...
Daniel Tabbush
Follow
290 Views
Share
bullish
•
Thematic (Sector/Industry)
•
27 Mar 2024 10:03
Japan Banks - Near End of Negative Rates BOJ, Deposits with BOJ to See Big Yield Rise, Not Only JGBs
The Bank of Japan has ended its negative interest rate policy. Some banks have just raised deposit rates, and loan rates, before that.
Daniel Tabbush
Follow
1.1k Views
Share
bullish
•
Thematic (Sector/Industry)
•
19 Mar 2024 11:59
Japan - Rising Rates: Focus On Banks With High Cash And Low Margins
With BOJ shifting its interest rate policy there can be vast differences with banks that have high cash holdings and banks with relatively low...
Daniel Tabbush
Follow
283 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.30.3
x