JAPAN: Three Public Pensions Add Fuel to the Fire
On Friday March 20, Japan's "Other Three" public pensions (Chikyoren, KKR, and Shigaku Kyosai (nota bene: links are to the Japanese sites - each...
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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...
568 Views
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,...
718 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...
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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...
523 Views