Global Stall Speed Growth
Massive central bank liquidity and fiscal stimulus came rushing in to stabilize the global economy in 2019, and should continue in 2020. However,...
395 Views
Japan - Shorts Continue to Drop, Led by Consumer Discretionary Names
The short notional in the market for the week ending 17 January is US$24.78bn (down by US$860mm) with the largest short positions in Itochu Corp...
397 Views
Mitsubishi UFJ Financial - Stellar Results at Morgan Stanley Modestly Offsetting Bank Danamon Hiccup
Morgan Stanley's (MS.US) 4Q19 results imply a strong solid ¥ 54 bn contribution to Mitsubishi UFJ Financial Group's (8306.JP) [MUFG] FY 2019...
289 Views
Sumitomo Mitsui Trust Holdings - FY 2019 Earnings Appear To Be In The Bag But Future Prospects Weak
SMTH posted well-balanced FY 1H19 results, achieving growth in net business income and net profit. SMTH Lowered Guidance For Customer-facing...
362 Views
Mizuho Financial Group - The 'Ho You Know
Mizuho Made Significant Bottom-line Progress YOY in FY 2019. Profit Growth Sustainability Is Questioned. Hedging The Securities Portfolio May...
382 Views