Asset Light Is the Right Strategy for Undervalued SMFG; Lifting the FVE to JPY 5,000 Per Share
We are increasing our fair value estimate for Sumitomo Mitsui Financial Group, or SMFG, to JPY 5,000 per share from JPY 4,500 per share as we...
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Will Quantum Computing Crush Cryptocurrencies?
As covered back in May, Japan is becoming a blockchain/crypto leader and local banks lagging global peers and the wider market are not reflecting...
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BBSP Equity Asia Weekly Research 25 Oct 2017
Long-Term Allocation (Strategic view) in terms of Relative Value vs MXAP• NIKKEI/MXAP: Long-term outperformance still expected.• ASX/MXAP:...
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Japan - Can It Get Its Tech Mojo Back with Fintech?
One of several interesting questions from SmartKarma's UK office opening...
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Kansai Mirai: The Most Interesting Arb In The World
On 26 September 2017, Resona Holdings (8308 JP), SMFG (8316 JP), Minato Bank (8543 JP), Kansai Urban Banking Corp (8545 JP), and Kinki Osaka Bank...
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