Diversified Financials Japanese Community
Our community narratives are driven by numbers and valuation.
Diversified Financials Japanese Investing Ideas
Nomura Holdings
8.5% undervalued intrinsic discount
Updated
Buyback Program And Demographic Trends Will Shape Future Performance Outlook
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Updated 18 Sep
SBI Holdings
27.5% undervalued intrinsic discount
Digital Transformation And Crypto Initiatives Will Face Headwinds
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Updated 11 Sep
Daiwa Securities Group
Fairly Valued intrinsic discount
Asset-Based Wealth Management Shift Will Drive Powerful Long-Term Upside Potential
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Updated 9 Sep
ORIX
21.2% undervalued intrinsic discount
Energy Transition And Infrastructure Exposure Will Support A Stronger Long Term Outlook
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Updated 3 Sep
Marui Group
14.6% undervalued intrinsic discount
Leveraging Retail And FinTech Synergy Will Capture New Growth Areas In The Individual Interests Economy
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Updated 22 Aug
ORIX
8.0% undervalued intrinsic discount
Capital Recycling And Renewable Energy Investments Will Drive Sustainable Futures
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Updated 5 Aug
Nomura Holdings
12.2% undervalued intrinsic discount
Japan’s Shift From Savings To Investments Will Drive Stronger Long Term Earnings Resilience
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Updated 21 Aug
ORIX
Fairly Valued intrinsic discount
Capital Gains Dependence And Project Risks Will Limit Long Term Earnings Potential
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Updated 19 Aug
Sony Financial Group
1.4% undervalued intrinsic discount
Capital Light Insurance Mix And Higher Rates Will Support Long Term Earnings Quality
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Published 28 Aug
