Sumitomo Mitsui Trust Holdings - FY 2019 Earnings Appear To Be In The Bag But Future Prospects Weak
SMTH posted well-balanced FY 1H19 results, achieving growth in net business income and net profit. SMTH Lowered Guidance For Customer-facing...
362 Views
Mizuho Financial Group - The 'Ho You Know
Mizuho Made Significant Bottom-line Progress YOY in FY 2019. Profit Growth Sustainability Is Questioned. Hedging The Securities Portfolio May...
380 Views
Sumitomo Mitsui Financial Group - Best House In a Bad Neighborhood
A Progressive Bank For Japan: SMFG has adopted some progressive strategies - digital; the growth potential of Asian operations; control efforts;...
364 Views
Mitsubishi UFJ Financial Group - Year-End Plan Not Likely to Be Met
Volatile Sources of Income Not Likely to Continue. Bank Danamon Uncertainty. Earnings Pressures at Union Bank in California. Re-jigging of the...
368 Views
Japan - Huge Covering in Consumer Discretionary Names
The short notional in the market for the week ending 10 January is US$25.64bn (down by US$910mm) with the largest short positions in Itochu Corp...
391 Views