Developed Markets Opportunities
Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe developed international (EAFE) will remain in a leadership...
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Shizuoka Bank (8355 JP) - Underwhelming but Not Unexpected (1Q FY3/2020 Results)
1Q FY3/2020 results from Shizuoka Bank (8355 JP), one of Japan’s largest regional banks, were underwhelming. However, a weaker first half had been...
455 Views
Musashino Bank (8336 JP): Braking Bad
Musashino Bank (8336 JP) was one of the last regional banks to announce 3Q FY3/2019 results, and they were a nasty surprise: a consolidated net...
379 Views
*TW3/North Asia* That Was The Week That Was 🇰🇷 🇯🇵 11th-17th February 2019 @Smartkarma
TW3 NORTH ASIA - This was a busy week for the North Asian team on Smartkarma. with 967 results announcements and 577 forecasts revisions in Japan...
539 Views
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...
305 Views