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 2025 H1 Bank Guidance/Results UPDATE - Strong Uplift Continues on Better Core Biz Income
Japanese banks see strong upward revisions and results of H1 which significantly beat previous guidance (40-60% across 20+ names) on strong net...
569 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
Last Week in Event SPACE: Benefit One, Hankook, Toyo Construction, Hanwha, Tsuruha, Livent/Allkem
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
947 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