ACOM - Slowing Vice Spend & Kaburai Claim Trend Reversals
Monthly Business Data Release Was Boring: ACOM released its monthly business data for February 2020, where the last week of the month witnessed...
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Aozora Bank - No Surprises
Aozora Bank (8304.JP) [Aozora] reported FY 3Q19 results of JPY 29.8 bn, up just 0.1% YOY - representing 81.5% of progress toward management's...
331 Views
Shinsei Bank - Use of Tax Loss Carryforwards Aid Results
Shinsei Bank (8303.JP) [Shinsei] reported that FY 3Q19 cumulative consolidated net earnings increased 8.5% YOY to JPY 45.1 bn, primarily as a...
330 Views
Japanese Banks: A Backward Glance
As we await the imminent release of 3Q FY3/2020 results for the banks for the 9 months to end-December 2019, we look back at the banks’ recent...
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2020 High Conviction: Suruga Bank (8358 JP) - Fortune Favours the Brave
We expect the stock price of Suruga Bank Ltd (8358 JP) to significantly outperform the rest of the Japanese banking sector in CY2020. We calculate...
792 Views