MUFG – Painful to Watch
*MUFG Pre-Announcement: According to Mitsubishi UFJ Financial Group (8306.JP) [MUFG], FY 2019 preliminary profit declined to its lowest level in a...
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Rakuten Pay Tops the Japanese Cashless War
Readers interested in Japan's payments/cashless future should refer Michael Causton's excellent work in Who Will Win the Cashless Wars in...
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🇰🇷 🇯🇵 That Was The Week That Was North Asia - 15th-21st April 2019 @Smartkarma
In the last week, Smartkarma's North Asian team Equity Bottom-Up Insights were more Bullish than Bearish by a ratio of 8/6. However, the Macro and...
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GMO Payment Gateway: As Expensive as It Is, This Is Not a Short
We visited Gmo Payment Gateway (3769 JP) a couple of times over the last few weeks to discuss their business model and future prospects. The...
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Concordia Financial Group (7186 JP): Out of Focus
CY2018 was not a good year for Concordia Financial Group, Ltd (7186 JP) (CFG), the holding company for one of Japan’s largest regional banks, the...
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