Primer: Sumitomo Mitsui Financial Group (8316 JP) - Sep 2025
Favorable Rate Environment Driving Profitability: SMFG is well-positioned to benefit from the normalization of Japan's monetary policy. The end...
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Primer: Sumitomo Mitsui Financial Group (Sponsored Adr) (SMFG US) - Sep 2025
Dominant Market Position with Diversified Operations: As one of Japan's three 'megabanks', SMFG holds a significant market share of...
125 Views
SBI Shinsei Bank (8303 JP) IPO: Trading Debut
The peers have re-rated since the prospectus was released. My analysis suggests that SBI Shinsei is attractively valued at the IPO price.
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SBI Shinsei Bank IPO Trading - Strong Demand, Peers Mini-Rally Will Help
SBI Shinsei Bank (8303 JP), a Japanese financial institution, raised around US$2.1bn in its Japan listing. In this note, we talk about the trading...
287 Views
Best Outright and Pair Trades for an Ishiba-Led LDP
How to position in Japanese equities after the surprise win by Shigeru Ishiba over Sanae Takaichi in Friday's LDP election.
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