Japan 2024 H1 Bank Guidance: Interest/Fees ⬆︎, Expenses/Credit Costs⬇︎ - Opportunity Good Still
10 of about 70 Japanese regional banks have revised guidance for the H1 to end-Sep 2024. The average gain is near 70% vs previous guidance. That's...
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Japan H1 Bank Earnings: Interest/Fees Up, Expenses/Credit Costs Down - Opportunity Abounds, Still
The macro backdrop for Japanese banks is pretty good. Business restructuring efforts are bearing fruit. Global macro is adding fees. Stocks are up,...
463 Views
Japan – Economic Strength, Bank Relief
The latest quarter GDP was revised upward slightly. Banks with the highest credit costs or delta in credit costs during the current year, may have...
235 Views
Bank of Toyama (8365 JP): Irrational Exuberance
Bank Of Toyama /Ltd (8365 JP)’s share price has risen over 36% in the last 30 days on 4x normal daily trading volume and has shot up an astonishing...
338 Views
Japanese Regional Banks: An Old Chestnut Reappears
A curious thing happened on Friday. The Japanese Topix Index fell almost 1%, reflecting overnight weakness on Wall Street, but the banking sector...
318 Views