MUFG – When It Rains, It Pours
* ACOM’s Chronic Kaburai Underestimation: After the market close on April 24th, Mitsubishi UFJ Financial Holdings Group’s (8306.JP) [MUFG]...
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ACOM - Slowing Vice Spend & Kaburai Claim Trend Reversals
Monthly Business Data Release Was Boring: ACOM released its monthly business data for February 2020, where the last week of the month witnessed...
333 Views
Mitsubishi UFJ Financial Group - MS Deal Compounds Earnings Challenges
Morgan Stanely/E*Trade Transaction: Morgan Stanley (MS.US) announced its intention to acquire ETFC.US for approximately USD 13 bn in an all stock...
403 Views
Shinsei Bank - Use of Tax Loss Carryforwards Aid Results
Shinsei Bank (8303.JP) [Shinsei] reported that FY 3Q19 cumulative consolidated net earnings increased 8.5% YOY to JPY 45.1 bn, primarily as a...
337 Views
Global Equity Strategy: Neutral Outlook Intact, Japan and Global Tech Are Bright Spots.
In our October International Strategy, we outline important technical levels across markets and highlight various themes which lead to our neutral...
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