ENTITY
Sumitomo Mitsui Financial Group

Sumitomo Mitsui Financial Group (8316 JP)

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Analysis
FinancialsJapan
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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05 Jun 2024 10:10

SMFG Cross-Shareholding - At Least US$17bn of Cross-Shareholding to Sell, Planning to Speed It Up

Following up on our earlier cross-shareholding notes, in this note we look at Sumitomo Mitsui Financial Group (8316 JP) cross-shareholding. SMFG...

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25 May 2024 00:55

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...

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bullishMS&AD Insurance
27 Jun 2024 12:23

MS&AD Insurance - Sell Stocks to Zero; Drive Growth, Dividends. HFD on Policy Sales, Accelerating

MS&AD commits to sell down its cross-shareholding to zero, proceeds to fund growth, dividends. Core insurance sales improving, with April and May...

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bullishToyota Motor
04 Jul 2024 09:48

Japan Cross-Shareholding - Summary Matrix - Over US$100bn of Selling in 118 Companies

In this note we summarize our work by looking at where most of the selling will likely come. Of the companies that we have looked, collectively...

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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...

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