MUFG Remains Undervalued After in Line Fiscal 2017 Result
No-moat Mitsubishi UFJ Financial Group (8306 JP), or MUFG's, fourth-quarter and full-year results were within our expectations. Excluding one-off...
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Cross-Shareholdings Alive and Well in Japan....
I am old enough to remember when cross-shareholdings was a huge problem in Japan and all companies needed to immediately unwind all of their...
187 Views
The Week That Was in NorthAsia@Smartkarma: JDI, Japan Banks, Blockchain, & TOPIX
Below is the full list of Japan/Korea related reports published last week on Smartkarma. Refreshed thesis on JDI Mio Kato, CFA visited JDI and...
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SMFG: 花より団子 "Dumplings Rather than Flowers"
Sumitomo Mitsui Financial Group (8316 JP) is just too cheap to ignore, with its deposits base priced in line with bargain basement NPL-heavy Greek...
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Japan's Banks: A Value-Quality Heat Map
Japan's banks are just too "bombed out" to ignore.This has been so for awhile now, you may say. And you'd be right. But we see selective light at...
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