JAPAN ACTIVISM: Silchester Target Shiga Bank Dings the Div Proposal Badly
Silchester launched a small activist action against four banks this spring. Shiga Bank was one. They asked for a special div at the AGM. Rebuffed....
538 Views
Japan H1 Bank Earnings: Interest/Fees Up, Expenses/Credit Costs Down - Opportunity Abounds, Still
The macro backdrop for Japanese banks is pretty good. Business restructuring efforts are bearing fruit. Global macro is adding fees. Stocks are up,...
463 Views
JAPAN ACTIVISM: Silchester Goes After Shiga Bank
Silchester Int'l Investors has written letters to four regional banks where it holds large stakes. The goal appears to be to urge public debate of...
798 Views
StubWorld: Holdcos Behaving Badly
My second dose of StubWorld for the week is essentially an exercise in illustrating (as is evident) the truly extraordinary moves over the past...
414 Views
Chugoku Bank (8382 JP): Even Monkeys
Chugoku Bank (8382 JP), based in Okayama Prefecture in the Chugoku region of western Japan, is the 10th-largest Japanese regional bank in terms of...
391 Views