Unloved Japan Round Up Jan. 3: Set Up for A Banner Year?
An uptick in TOBs, MBOs, and mergers creating the best environment for deep value turnarounds in a long time. Dozens of discounted stocks started...
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2024 Was Ugly for Turnarounds, 2025 Should Be Awesome!
2025 could be a banner year for turnarounds and value stocks as a spate of recent TOBs, MBOs and merger discussions have suddenly made it unsafe to...
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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,...
478 Views
Bank of the Ryukyus (8399 JP): Tourist Trapped
Tourism is one of the most important industries in the Ryukyu Islands, home to regional bank Bank Of The Ryukyus (8399 JP). When the tourist...
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Japanese Banks: End of March Blues
Last week was an extraordinarily volatile period for Japanese bank stocks, with the sector rising around 14% after a protracted period of negative...
282 Views