SMFG – High Claw Back Potential
SMFG has taken far more credit costs than its loan loss reserve rise, suggesting high write-offs and thereby, a high potential for reversals. It...
211 Views
🇯🇵 JAPAN • Results & Revisions 02/04 Ibiden, Takeda.
Of Thursday's 151 results announcements, 69% scored positively for earnings momentum despite trailing revenues falling by 5.1% on average and a 0.8...
340 Views
Asia Short Interest: BYD, Smoore, GCL Poly, Olympus, Nomura, Anritsu, Netmarble, UMC, Innolux, Acer
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
297 Views
Japanese Banks: Buddy, Can We Spare You a Dime !
Cash continues to flow into bank deposits in Japan faster than the banks appear able to channel those funds into loans or investments that might...
247 Views
Japanese Bank Lending: An Ebb Tide in 2021?
The ‘dash for cash’ by large corporates appears to be over, at least in terms of lending by the major banks. Only the small secondary regionals...
219 Views