Japanese Big Cap Banks – Three Scorecard Stand-Outs, and One Wildcard
Introducing Japanese big cap banks scorecard: Resona, Mizuho, SMFG top picks with Shizuoka as the wildcard; metrics measure leverage, LDRs, cash...
389 Views
Indonesian Banks Screener; Bank Negara (BBNI IJ) Stands Out
Negara's modest valuations, improving returns and efficiency ratio over the medium term to drive share re-rating; Mandiri is attractive on...
351 Views
Korean Banks; Positive Fundamental and Share Price Trends for Hana (086790 KS) And Woori (316140 KS)
Weighted metrics drive our investment valuation matrix; we like Hana Financial for attractive valuations and its Value-up plan, Woori stands out...
194 Views
Resona Holdings (8308 JP) – Positive 3QFY24 Results
Resona's strong 3QFY24 results show it has good EPS growth to come from higher interest rates; also it is containing cost growth, lowering the NPL...
473 Views
Thai Banks 4Q24 Screener; Krung Thai (KTB TB) Is in the Early Re-Rating Stages
We emphasize Krung Thai as our core value pick among Thai banks; its strong capital ratios, healthy credit quality and premium returns warrant its...
383 Views