Primer: ORIX (IX US) - Dec 2025
ORIX's highly diversified business portfolio, spanning ten segments from finance to service-related industries, provides a significant buffer...
199 Views
Suruga Bank - Only 33% of Buyback Done, Profit Guidance to Rise a Lot, Credit Saison Support Growth
Suruga Bank has done ~33% of its recent share buyback, the rest will come through March. The bank has earned far above its guidance, expect profit...
624 Views
Japan's Banks - Lending Is Strong, Loan Officer Survey Suggests More, Credit Costs Can Be Low
Japan's banks are seeing good loan volume and diffusion index on Tankan Survey and loan officer survey suggests there is more to come. Selling...
429 Views
Japan Metropolitan Fund Placement - Relatively Small Deal to Digest
Japan Metropolitan Fund Investment Corporation (8953 JP) aims to raise around US$140m to partly fund the acquisition of four assets.
431 Views
MGM's Osaka IR Aims at a US$9b Cost with Initial US$2.5b. It Might Be a Bridge Too Far
MGM/Orix partnership is likely to win Osaka IR license. Sunk cost may be much higher than anticipated, but news of approval next spring could spike...
245 Views