Initiating Coverage of Resona Holdings With FVE of JPY 590; Shares Slightly Undervalued
Resona Holdings Inc (8308 JP) is one of Japan’s best comeback stories after the bank fell into a massive capital deficit that required a...
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Last Week in Event SPACE (20 August 2017)
This week, Toshiba Corp (6502 JP) sidestepped an ACME anvil but there are more to follow; Monsanto Co (MON US) / Bayer Ag Reg (BAYN GR)'s...
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A Kinki Osaka Ménage à Trois Revisited
In late February this year, there were various news headlines suggesting Sumitomo Mitsui Financial Group (8316 JP) and Resona Holdings Inc (8308...
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Smartkarma: Special Situations Weekly Update (3 April 2017)
We at Smartkarma Special Situations put out this weekly update to highlight trade ideas we like, key events from the week gone by and what to look...
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Could Japan's Aggressive Stock Buyback Spree Slow an Economic Rebound?
Offerings of equities and convertible bonds totaled 720 billion yen over the first nine months of '16 and the trend continues unabated. Its the...
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