Japanese Banks:Â These Lifeless Things (The Ozymandias Syndrome)
Japanese bank stocks performed so poorly in 2018, with the Topix Bank Index falling 25.7% while the overall market declined by a lesser 16.4%, that...
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In Tough Japanese Banking Market, SMFG Looks Like the Best Bet for Future Returns
We are transferring coverage of Japan's six largest banking groups, all of which we rate as having no moat and a stable moat trend. This includes...
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Japan Fortnightly Update: Banks to Neutral/Utilities to Negative - Results Momentum Still Slowing
CYCLICALÂ SECTORS RALLY WITH THE MARKET - Japanese equities have rallied 3.6% over the last two weeks, and the market composite is now flat since...
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Aequitas: Tokyo Kiraboshi Placement - Pref Conversion and Selldown
Sumitomo Mitsui Trust Bank is looking to raise US$391m from a secondary offering of Tokyo Kiraboshiâs shares. In this note, we will talk about the...
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Holiday Volume Good Indication for Next Year Performance.....
With the new year now in full swing, we looked back to see how names that move on volume over the Japanese holidays perform in the following year....
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