MUFG Americas Holdings – The Hits Just Keep On Coming
* Pre-COVID-19 Challenges:MUFG Americas Holdings (8306.JP) [MUFGA] had a number of challenges even prior to the impact of COVID-19, which included:...
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Japan Mega Banks – Avenue of the Americas
* All That Glitters Isn’t Gold: Structurally, the Megabank American franchises are well-capitalized, have strong credit metrics, and are reliant on...
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Global Banks – Dividend Risk
There is risk that banks will have to cancel, suspend or cut dividends. During a period of low-cost or free loans from governments and regulators...
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SoftBank Group - Nothing Works
* Large Debt Levels: SoftBank Group (SoftBank) is a Death Star for credit markets, having greater than USD 250 bn in debt, commitments, and lease...
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QE6 – To Infinity and Beyond
Darkest Hour Ahead: The US is entering its darkest hour with the dumb college kids at spring break being the tipping point for community spread...
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