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Sumitomo Mitsui Financial Group (8316 JP)
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429
Analysis
Financials
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Japan
Sumitomo Mitsui Financial Group, Inc. manages financial operations for its subsidiaries. The Company provides commercial banking and a variety of financial services.
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bearish
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Sumitomo Mitsui Financial Group
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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
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385 Views
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bearish
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Sumitomo Mitsui Financial Group (Sponsored Adr)
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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
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293 Views
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bullish
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Thematic (Sector/Industry)
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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
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1.1k Views
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bullish
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Thematic (Sector/Industry)
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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
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296 Views
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bullish
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Suruga Bank Ltd
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09 Jan 2024 12:25
Suruga Bank - Only 33% of Buyback Done, Profit Guidance to Rise a Lot, Credit Saison Support Growth
Suruga Bank has done ~33% of its recent share buyback, the rest will come through March. The bank has earned far above its guidance, expect profit...
Daniel Tabbush
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486 Views
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