Japanese Banks: Silver Lining in Digital Banking Lies in Cost Savings
Better regulations and technology benefits will increase disparity among Japanese banks; Mitsubishi UFJ Financial Group (8306 JP) remains our top...
109 Views
Industrial Capsule: Monetary Intermediation in Japan
Industry’s growth capped by weak lending demandSluggish Japanese economic growth and low demand for lending limited the industry’s expansion in...
106 Views
Asset Light Is the Right Strategy for Undervalued SMFG; Lifting the FVE to JPY 5,000 Per Share
We are increasing our fair value estimate for Sumitomo Mitsui Financial Group, or SMFG, to JPY 5,000 per share from JPY 4,500 per share as we...
122 Views
Will Quantum Computing Crush Cryptocurrencies?
As covered back in May, Japan is becoming a blockchain/crypto leader and local banks lagging global peers and the wider market are not reflecting...
165 Views
BBSP Equity Asia Weekly Research 25 Oct 2017
Long-Term Allocation (Strategic view) in terms of Relative Value vs MXAP• NIKKEI/MXAP: Long-term outperformance still expected.• ASX/MXAP:...
205 Views