Mizuho - Strong Balance Sheet Management & With Better Credit Metrics
JGB yields are surging now up to 0.657% where Mizuho can benefit substantially, also with likely sharply higher company profit forecast. Weakening...
652 Views
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...
352 Views
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,...
289 Views
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...
367 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...
323 Views