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Mizuho Financial Group (8411 JP)
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405
Analysis
Financials
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Japan
Mizuho Financial Group, Inc. provides comprehensive financial services through its subsidiaries. The Group provides variety of financial services such as general banking, securities brokerage, trust banking, and assets management.
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bearish
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Sumitomo Mitsui Financial Group
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13 Sep 2023 17:13
SMFG (8316) - 75% Less JGBs than MUFG | Affiliates Show Worsening Profit | Credit Costs ~2x Vs Past
SMFG appears less leveraged to BOJ policy changes than MUFG, especially with ~75% less JGBs. It appears a less interesting alpha story; profit...
Daniel Tabbush
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401 Views
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bullish
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Mitsubishi UFJ Financial (MUFG)
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12 Sep 2023 12:56
MUFG (8306) - Biggest JPN Bank, Lowest LDR at 48%: Most Bonds | ROE Surge to 12% May Be Sustainable
With a view on YCC relief, no more negative interest rates, MUFG is one to focus on: largest bank in Japan by assets, mkt cap, low 48% LDR - lower...
Daniel Tabbush
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476 Views
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bullish
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iShares MSCI ACWI ETF
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26 Aug 2023 01:12
Key Supports Holding Strong; 10-Year Treasury Yield Below Key Resistance; Buys in Non-Defensives
We remain constructive on global equities as long as $ACWI remains above $93 (1+ year base support). 10-year Treasury yield $TNX holding below 4.3...
Vermilion Research
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432 Views
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bullish
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Celltrion Healthcare
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20 Aug 2023 10:09
Weekly Deals Digest (20 Aug) - Celltrion, Sanei, T&K Toka, Costa, DDH1, Tesserent, VinFast
Last week, notable developments occurred in Event-Driven (Celltrion Healthcare, Sanei Architecture, TK Toka, Costa, DDH1, Tesserent) and ECM...
Arun George
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340 Views
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bearish
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Japan Post Bank
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15 Aug 2023 22:40
Japan Post Bank - JPY234bn in Gains More than Offsets Cratering Net Interest Income
Japan Post Bank profit is entirely driven by gains on bonds, stocks, securities, and this can continue. It may though be considered low quality,...
Daniel Tabbush
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278 Views
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