Japan's Corporate Governance Code Amendments - A Much Bigger Stick for Activists and Stewards
Japan's Corporate Governance Code was created in 2015 after years of behind-the-scenes pushing by large foreign investors and some largely...
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The Week That Was in NorthAsia@Smartkarma: JDI, Japan Banks, Blockchain, & TOPIX
Below is the full list of Japan/Korea related reports published last week on Smartkarma. Refreshed thesis on JDI Mio Kato, CFA visited JDI and...
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SMFG: 花より団子 "Dumplings Rather than Flowers"
Sumitomo Mitsui Financial Group (8316 JP) is just too cheap to ignore, with its deposits base priced in line with bargain basement NPL-heavy Greek...
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Bank of East Asia: A Diamond with a Flaw Is Worth More than a Pebble Without Imperfections.
Bank Of East Asia (23 HK)Few in the market would have predicted that Bank of East Asia would have delivered such a shift in fundamental progression...
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Japan's Banks: A Value-Quality Heat Map
Japan's banks are just too "bombed out" to ignore.This has been so for awhile now, you may say. And you'd be right. But we see selective light at...
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