Senior Bank Analyst - Japanese Banks, Windamee Research

J. Brian Waterhouse

J. Brian Waterhouse has been covering the Japanese financial sector as an analyst continuously since 1976, working for CLSA, Japaninvest, Rabobank, HSBC Securities, James Capel, Marine Midland Bank of New York and National & Grindlays Bank.  He has been ranked No.1 overall in Japanese banks research in Japan by Asiamoney for 6 of the past 9 years and was runner-up in 2015.  He was awarded the coveted Starmine prize as top Japanese bank stock picker in 2012 and 2014 and was runner-up in 2013.  He frequently appears on TV, radio and in international print media as a commentator on Japanese banking.

Senior Bank Analyst - Japanese Banks

Suruga Bank (8358.JP):  Minefield of Dreams

Concordia FG (7186.JP): An Embarrassment of Riches

Suruga Bank (8358.JP):  Not so Smart Days

Windamee Research

Japanese Banks

Equity Bottom-Up

<p>Suruga Bank’s stock price has shown quite high volatility in recent weeks as more details of the ‘<em>kabocha no basha</em>’ (Cinderella’s Pumpkin Carriage) affair continue to leak out into the media.  While the FSA inspection is still underway, and with no official comment from bank management to assist investors, many short-term holders of the stock may still be tempted to clear out on any share price recoveries.  Investors with longer time horizons may well see this as an unusual opportunity to…</p>

Suruga Bank’s stock price has shown quite high volatility in recent weeks as more details of the ‘kabocha no basha’ (Cinderella’s Pumpkin Carriage) affair continue to leak out into the media.  While the FSA inspection is still underway, and with no official comment from bank management to assist investors, many short-term holders of the stock may still be tempted to clear out on any share price recoveries.  Investors with longer time horizons may well see this as an unusual opportunity to…

Suruga Bank (8358.JP):  Shattered Dreams

Suruga Bank Ltd

Suruga Bank (8358.JP): Shattered Dreams