Companies Where Consensus and Company Guidance Are Far Apart.....
1H Earnings season is just around the corner for most Japanese companies and a lot of companies like to revise guidance when they annouce 1H...
356 Views
Initiating Coverage of Resona Holdings With FVE of JPY 590; Shares Slightly Undervalued
Resona Holdings Inc (8308 JP) is one of Japan’s best comeback stories after the bank fell into a massive capital deficit that required a...
145 Views
Mitsubishi UFJ Financial Holdings – USD Shortfall Implies Major American Restructure
Despite Mitsubishi UFJ Financial Group (8306.JP/ MTU.US) [MUFG] being flush with liquidity in Japan given its surplus JPY deposits, the company...
265 Views
A Kinki Osaka Ménage à Trois Revisited
In late February this year, there were various news headlines suggesting Sumitomo Mitsui Financial Group (8316 JP) and Resona Holdings Inc (8308...
314 Views
Names Where Analysts Continue to Be Confused....
I really love the cyclical nature of earnings estimates. Companies report full-year numbers and estimates go all over the place. Every year...
179 Views