Weekly Deals Digest (13 Aug) - Toshiba, Kyoden, Eoflow, Chindata, Estia, InvoCare, OreCorp, Origin
Last week, notable developments occurred in Event-Driven (Toshiba, Kyoden, Eoflow, Chindata, Estia, InvoCare, Musgrave, OreCorp, Origin) and ECM...
353 Views
SMFG - Least Achieved of FY24 Forecast, With Lowest ROE of Mega's & Less JPY Bond Leverage
SMFG has achieved less of its FY24 forecast than peer mega banks, with a lower ROE, higher credit costs, higher operating costs, and less JPY bond...
304 Views
Weekly Deals Digest (06 Aug) - Toshiba, E-Guardian, ITOCHU, Allkem, Symbio, Pacific Current, MPI
Last week, notable developments occurred in Event-Driven (Toshiba, E-Guardian, Itochu Techno, MPI, Allkem, PAC, Symbio, United Malt) and ECM...
337 Views
Japanese Banks – Our Picks for a Steepening Yield Curve
We assess Japanese commercial banks’ exposures to JGBs and foreign sovereign bonds and their loan books’ gearing to the prospect of higher rates,...
585 Views
Weekly Deals Digest (30 Jul) - L'Occitane, Dali, Eoflow, Toshiba, Pacific Current, Estia
Last week, notable developments occurred in Event-Driven (Eoflow, L'Occitane, Dali, Toshiba, Pacific Current, Estia) and ECM (Rakuten Securities,...
367 Views