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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Japanese Midcap Banks – Iyogin Holdings (5830 JP) Is Our Top Pick
We focus on large cross-holdings and positive interest rate gearing in this report on Japanese midcap banks; Iyogin Holdings is our top pick,...
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Gunma Bank (8334 JP): Daishi Hokuetsu (7327 JP) Share Exchange to Establish a Top Regional Bank
A definitive agreement is expected around March 2026. The lack of a controlling shareholder necessitates a “fair” exchange ratio. My estimated...
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Chiba Bank - Net Interest Income Up, Expect More with BOJ Hike, Credit Metrics Allow Flow Through
Chiba Bank already showing good net interest income gains, and more is likely with rate hike from BOJ, credit metrics appear strong, so better core...
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Japanese Midcap Banks – Three Key Picks
We focus on Japanese midcap banks' key shareholder attributes; Hachijuni and Hokuhoku added to buys for their large strategic holdings, while Gunma...
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