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...
725 Views
Japan 2024 H1 Bank Guidance: Interest/Fees ⬆︎, Expenses/Credit Costs⬇︎ - Opportunity Good Still
10 of about 70 Japanese regional banks have revised guidance for the H1 to end-Sep 2024. The average gain is near 70% vs previous guidance. That's...
681 Views
Tohokushinsha (2329 JP) - 3D Investment Partners Proposes Take-Private
3D Investment Partners bought ~10% of Tohokushinsha Film in Mar-23. Then went to 18+% by Mar-24, going activist. TFC has responded. Now 3D have...
792 Views
Bank of Japan Meeting Signals– Our Take on the Implications for Japanese Banks
BoJ's inflation target of 2% looks increasingly like it will be reached will should drive the shift from negative interest rate policy, boosting...
840 Views
Tomony Holdings (8600 JP) - Regional Bank NEW SHARE Issue - Not What You Want To See, But Buy Anyway
High-ish ROE Tomony Holdings just priced a large, dilutive equity offering to raise equity at 0.27x book to make more loans. Or so they say. I...
1k Views