Japanese Mid-Cap Banks: Interest Rate Winners

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The Smartkarma Podcast

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2 days ago

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Japanese Mid-Cap Banks: Interest Rate Winners

The Smartkarma Podcast

5 minutes 24 seconds

2 months ago

Japanese Mid-Cap Banks: Interest Rate Winners

Smart Calls with Smartkarma | Japanese Mid-Cap Banks: Interest Rate Winners

Steeper yield curve. Stronger net interest income. Cleaner balance sheets. Which Japanese banks stand to gain the most?

Pranav Rao speaks with Victor Galliano, who shares his bullish view on mid-cap Japanese banks and his top pick: Iyogin Holdings (5830 JP).

• 60%+ of market cap in cross-shareholdings, potential for shareholder returns

• 60% of loan book on floating rates, high gearing to rising interest rates

• Attractive valuations and low NPL ratio

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Read the Insight - https://skr.ma/3rXHJ

Victor Galliano - http://on.skr.ma/4lpfqKK

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