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Sumitomo Mitsui Financial Group (8316 JP)
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452
Analysis
Financials
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Japan
Sumitomo Mitsui Financial Group, Inc. manages financial operations for its subsidiaries. The Company provides commercial banking and a variety of financial services.
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bearish
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Sumitomo Mitsui Financial Group
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13 Sep 2023 17:13
SMFG (8316) - 75% Less JGBs than MUFG | Affiliates Show Worsening Profit | Credit Costs ~2x Vs Past
SMFG appears less leveraged to BOJ policy changes than MUFG, especially with ~75% less JGBs. It appears a less interesting alpha story; profit...
Daniel Tabbush
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406 Views
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bullish
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Toyota Motor
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04 Jul 2024 09:48
Japan Cross-Shareholding - Summary Matrix - Over US$100bn of Selling in 118 Companies
In this note we summarize our work by looking at where most of the selling will likely come. Of the companies that we have looked, collectively...
Sumeet Singh
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410 Views
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bullish
•
Toyota Motor
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27 Jun 2024 15:14
Toyota Cross-Shareholding - To Say a Whole Lot Is Left Would Be a US$26bn Understatement
Toyota, Toyota Industries and Denso are tag teaming to unwind some of their stake in Aisin, in a deal worth over US$1bn. While the timing of the...
Sumeet Singh
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1.2k Views
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bearish
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Sumitomo Mitsui Financial Group (Sponsored Adr)
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10 Aug 2023 14:31
SMFG - Least Achieved of FY24 Forecast, With Lowest ROE of Mega's & Less JPY Bond Leverage
SMFG has achieved less of its FY24 forecast than peer mega banks, with a lower ROE, higher credit costs, higher operating costs, and less JPY bond...
Daniel Tabbush
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313 Views
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bullish
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Mizuho Financial Group
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20 Jun 2024 08:48
Mizuho Cross-Shareholding - US$11bn of Cross-Shareholding, with at Least US$2bn to Sell over FY24-26
Following up on our earlier cross-shareholding notes, in this note we look at Mizuho Financial Group (8411 JP)'s cross-shareholding.
Sumeet Singh
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284 Views
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