Japan's Corporate Governance Code Amendments - A Much Bigger Stick for Activists and Stewards
Japan's Corporate Governance Code was created in 2015 after years of behind-the-scenes pushing by large foreign investors and some largely...
742 Views
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...
102 Views
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...
192 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...
173 Views
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...
124 Views