Initiating Coverage of Resona Holdings With FVE of JPY 590; Shares Slightly Undervalued
Resona Holdings Inc (8308 JP) is one of Japan’s best comeback stories after the bank fell into a massive capital deficit that required a...
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Mitsubishi UFJ Financial Holdings – USD Shortfall Implies Major American Restructure
Despite Mitsubishi UFJ Financial Group (8306.JP/ MTU.US) [MUFG] being flush with liquidity in Japan given its surplus JPY deposits, the company...
283 Views
A Kinki Osaka Ménage à Trois Revisited
In late February this year, there were various news headlines suggesting Sumitomo Mitsui Financial Group (8316 JP) and Resona Holdings Inc (8308...
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Names Where Analysts Continue to Be Confused....
I really love the cyclical nature of earnings estimates. Companies report full-year numbers and estimates go all over the place. Every year...
185 Views
Fujitsu (6702)– Caught in a Bidding War
Hostile takeovers can occur in the Japanese stock market, but these tend to be between small companies; and usually there’s either some family...
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