Mizuho Cross-Shareholding - US$11bn of Cross-Shareholding, with at Least US$2bn to Sell over FY24-26
Following up on our earlier cross-shareholding notes, in this note we look at Mizuho Financial Group (8411 JP)'s cross-shareholding.
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Leaders and Laggards in Advanced Asia-Domiciled Insurance Sector
Insurers domiciled in Advanced Asian Economies have reaped the benefits of the higher-for-longer interest rate environment that has buoyed...
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Shin-Etsu Chemical (4063) - Small/Large Below-Market Tender Offer Buyback, Followed by Overhang
Shin-Etsu Chem will buy 1% of shares in a Tender Offer Buyback. This highlights ShinEtsu is cash-rich, has crossholders who are selling and will...
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Japan Morning Connection: Mixed Reaction to TSMC Gains, Sumitomo Forestry Ready to Rebound
TSMC gains failed to buoy SPE names. Travelers up 9% on better than expected earnings, continuing to help non-life. Sumitomo Forestry looks ready...
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Japan Morning Connection: US Semis and Tech Set a Bullish Tone for Japan's SPE Majors
US semiconductors and tech related setting a bullish tone for JP SPE. Steep drop in oil to hit Japex, Index and refiners. Fujitsu may face downside...
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