Trump Trades and the JAPAN Market Are Like Oil and Vinegar
Trump's trade policies run counter to many themes that have propelled Japan's markets. A weaker dollar/stronger JPY will pressure trading and auto...
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Japan Cross-Shareholding - Summary Matrix - Over US$100bn of Selling in 118 Companies
In this note we summarize our work by looking at where most of the selling will likely come. Of the companies that we have looked, collectively...
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Mizuho Cross-Shareholding - US$11bn of Cross-Shareholding, with at Least US$2bn to Sell over FY24-26
Following up on our earlier cross-shareholding notes, in this note we look at Mizuho Financial Group (8411 JP)'s cross-shareholding.
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MUFG Cross-Shareholding - At Least US$20bn of Cross-Shareholding to Sell, Taking It Slow
Following up on our earlier cross-shareholding notes, in this note we look at MUFG (8306 JP)’s cross-shareholding. MUFG had a stake of over US$100m...
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Citic Limited - A Deeply Discounted Conglomerate in the Hang Seng Index
Citic Ltd (267 HK) is an undervalued conglomerate in the Hang Seng Index, offering a good dividend and potential for institutional inflows.
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