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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Bank Danamon: Fundamentals Revisited Plus Thoughts on M&A
Bank Danamon Indonesia Tbk (BDMN IJ) has shown good fundamental improvement, especially with reduced losses of micro loans operations and lower...
243 Views
MitMotors: The Arb Is Getting Interesting
Two weeks ago, Mitsubishi Corp (8058 JP) announced, in conjunction with Mitsubishi Heavy Industries (7011 JP) and Mitsubishi UFJ Financial Group...
316 Views
Bank Tabungan Pensiunan Nasional: With Fundamentals Remaining Solid, Further Upside Seen
Having revisited Bank Tabungan Pensiunan Nasional Tbk Pt (BTPN IJ)'s fundamentals, we believe that things are not as bad as 2017 headline numbers...
175 Views
Renault/Nissan/Mitsubishi - A Thinkpiece
Yesterday morning's Nikkei had an article saying that Mitsubishi Corp (8058 JP) ("MitCorp") would launch a Tender Offer to increase its stake in...
331 Views