TOPIX Index Upweights: Great Hit Rate; Strong Trade Performance; A Rare Win!
Our LONG Tokyo Metro outperformed the TOPIX Index by 22% from 27th January 2025 to 7th April 2025 and ended up as one of the best performing names...
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Japan H1 Bank Earnings: Interest/Fees Up, Expenses/Credit Costs Down - Opportunity Abounds, Still
The macro backdrop for Japanese banks is pretty good. Business restructuring efforts are bearing fruit. Global macro is adding fees. Stocks are up,...
623 Views
Japan Banks – Surplus Money, Higher Rates
The Bank of Japan (BOJ) is trying to incentive mergers amongst the countries many regional banks. It will exempt some banks from receiving its...
356 Views
Global Banks – Razor Thin Capital
It is not the time to have limited capital. There are bound to be mishaps with derivatives, securities, not just loans. While total provisions can...
443 Views
Chugoku Bank (8382 JP): Even Monkeys
Chugoku Bank (8382 JP), based in Okayama Prefecture in the Chugoku region of western Japan, is the 10th-largest Japanese regional bank in terms of...
482 Views