Japanese Midcap Banks – Hachijuni (8359 JP) Is Our Top Pick
Japanese midcap banks: stick with buys on Hachijuni Bank and Hokuhoku Financial, replacing Gunma Bank with Iyogin for potential gains from equity...
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Malaysian Banks Screen; RHB Bank Upgraded to a Buy, Alongside Existing Buy on CIMB
RHB Bank is our top pick in Malaysian banks for its value attributes with strong turnaround potential, while CIMB remains the quality buy even...
432 Views
EM and DM Financials - 2025 High Conviction Ideas
Buy GEM banks Bradesco, Hana and Baroda, sell Nubank due to return headwinds. Japanese banks Mizuho and Resona benefit from higher benchmark...
344 Views
Indian Banks Screener: Stick with Buys on Select, Value Based Smaller Caps
We stick with our value relative to returns based calls on Indian banks. Positive on smaller caps Baroda, Bandhan, UBI; negative on ICICI Bank and...
552 Views
Japanese Big Cap Banks – Shizuoka (5831 JP) Upgraded to Buy, Chiba (8331 JP) To Neutral from Buy
Expectations are for BoJ to hike rates, potentially in December; we like Resona, Mizuho, Concordia, Shizuoka for higher rates gearing, low LDRs,...
293 Views