BoJ Tankan Suggests Goldilocks Scenario Still in Place... For Now
The headline BoJ Tankan number (for large manufacturers) came out at 22, up from 17 last time and representing the highest figure post Lehman....
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The Week that Was in ASEAN@Smartkarma - Taxis, Satellites, and LPG
The Week that Was in ASEAN@Smartkarma Highlights from this week's offering on Smartkarma in ASEAN include a change in view from Valerie Law,...
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Mitsubishi UFJ Financial Group: Upside Potential?
Last May, Mitsubishi UFJ Financial Group (MUFG) announced a shrinking net profit for 2016-2017[1] that was also short of analysts’ estimates as...
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CIMB Group Placement - End of Strategic Ties with MUFG?
Mitsubishi UFJ Financial Group (8306 JP) (MUFG) is selling 412m shares in CIMB Group Holdings Bhd (CIMB MK) worth approximately US$605m. This a...
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TMB Bank - Going Nowhere…Fast
* TMB Bank’s (TMB.TB) run of improving fundamentals have come to an end; * The core niche SME loan segment hasn’t grown for several quarters, and...
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