MUFG Americas Holdings – The Hits Just Keep On Coming
* Pre-COVID-19 Challenges:MUFG Americas Holdings (8306.JP) [MUFGA] had a number of challenges even prior to the impact of COVID-19, which included:...
466 Views
Japan Mega Banks – Avenue of the Americas
* All That Glitters Isn’t Gold: Structurally, the Megabank American franchises are well-capitalized, have strong credit metrics, and are reliant on...
555 Views
Orix - Lending, Insurance, Aircraft & Ship Leasing, No Shortage Of Risks
The Japan financial conglomerate saw its returns down dramatically during the last crisis, even if not in loss as happened with many banks. This...
507 Views
SoftBank Group - Nothing Works
* Large Debt Levels: SoftBank Group (SoftBank) is a Death Star for credit markets, having greater than USD 250 bn in debt, commitments, and lease...
439 Views
QE6 – To Infinity and Beyond
Darkest Hour Ahead: The US is entering its darkest hour with the dumb college kids at spring break being the tipping point for community spread...
478 Views