Japanese Banks: These Lifeless Things (The Ozymandias Syndrome)
Japanese bank stocks performed so poorly in 2018, with the Topix Bank Index falling 25.7% while the overall market declined by a lesser 16.4%, that...
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Best Ideas List for January 2019
The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. With more than 100 analysts covering...
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SMFG (8316 JP): Standing Out in a Crowd
Interim results announced by Sumitomo Mitsui Financial (8316 JP) on 14 November 2018 represented 68% of management’s full-year target of ¥700...
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Mizuho Financial Group (8411 JP): An Uphill Climb
At first glance, the interim results announced by Mizuho Financial Group (8411 JP), or MHFG for short, on 14 November 2018 look reasonably good:...
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Smartkarma's Week in JP/KR: SoftbankCorp IPO, Toshiba, J-Banks, Wafers/Semi, Hanjin Kal, BioLogics
This past week featured 165 insights across the Smartkarma platform, with about 25% of them dealing with Japan or South Korea. A list is below.By...
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