Japanese Bigger-Cap Banks – Rates Story Continues, with the Prospect of Equity Holdings Disposals
Bank of Japan should raise benchmark rates; we like Resona, Mizuho, SMFG, and Concordia, not just for their gearing to higher rates but also for...
790 Views
MS&AD Cross-Shareholding - At Least US$20bn of Cross-Shareholding to Sell
Along with its results announcement today, MS&AD announced that it will accelerate its cross-shareholding unwind and is targeting a sale of around...
977 Views
Japan - Domestic Credit Growth Acceleration Higher Than Developed Asian Countries
Japan bank's domestic credit growth is stronger than most others in developed Asia, and the pace of growth is far stronger now compared with early...
458 Views
JAPAN ACTIVISM: Mitsui Fudosan (8801) Responds to Elliott with Buyback, Amended Long-Term Plan
Elliott Management bought Mitsui Fudosan. Argued for asset sales and buybacks. Mitsui Fudosan has responded with plans for asset sales and...
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Japanese Banks Improved on Rate Hike Bets, Although True Impact Yet to Materialize
For the first time since 2016, the Bank of Japan has decided to raise interest rates, becoming the last country in the world to end its loose...
364 Views