Mizuho Cross-Shareholding - US$11bn of Cross-Shareholding, with at Least US$2bn to Sell over FY24-26
Following up on our earlier cross-shareholding notes, in this note we look at Mizuho Financial Group (8411 JP)'s cross-shareholding.
317 Views
Japan Morning Connection: Oil Through $80 While P&C Take a Hit on Hurricane Milton
Positive sales numbers and new product launches from SMCI could benefit Nidec; P&C weakness expected due to Hurricane Milton; Oil above $80...
194 Views
Japan Morning Connection: Spike in Oil Positive for Inpex and Refiners
Surge in oil may squeeze refiners with short interests. Negative for Japanese utilities yet to restart reactors. Potential upside for Seven Bank as...
314 Views
Japan Morning Connection: Expect Volatility with Retail and SPE Stocks Under Pressure
Japan's market set to open weak following US semi-related lead, heavy selling expected for retail margin favorites and SPE winners, potential...
230 Views
SMFG Cross-Shareholding - At Least US$17bn of Cross-Shareholding to Sell, Planning to Speed It Up
Following up on our earlier cross-shareholding notes, in this note we look at Sumitomo Mitsui Financial Group (8316 JP) cross-shareholding. SMFG...
452 Views