Japanese Big Cap Banks – Stay Positive Ahead of BoJ’s Outlook Report and 2Q Fiscal Year Results
BoJ is to hold rates, yet data shows rising market rates and the JGB yield curve is steepening; we rate Resona and Mizuho for their higher rate...
204 Views
Thai Banks 3Q24 Screener; Krung Thai Offers the Best Value Relative to the Returns Outlook
Krung Thai continues to stand out as our top pick among Thai banks, with its sound profitability, high ROE, solid balance sheet and attractive...
418 Views
Emerging Market Exchanges – Attractive Valuations with Defensive Qualities
B3’s share of post-trade revenue is understated, it is a well-diversified exchange in terms of the product offering; HKEx has a high share of post...
265 Views
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...
500 Views
Softbank (9984 JP) - Despite the High NAV Discount, We See Greater Headwinds; Downgrading to Neutral
SoftBank's high NAV discount may seem optically attractive, but headwinds have increased; JPY strength is on the rise and Arm Holdings' premium...
404 Views