FINWIRES · TerminalLIVE
FINWIRES

Market Chatter: MUFG's New Chief Eyes Further Deals in Asia After $4.3 Billion India Purchase

-- Mitsubishi UFJ Financial (TYO:8306) is actively seeking further acquisition or investment opportunities across Asia and other regions, with non-bank financial companies being potential targets, Bloomberg News reported on Wednesday, citing new chief executive, Masakazu Osawa.

This comes even as Japan's largest banking group completes its $4.3 billion purchase of a 20% stake in Indian consumer lender Shriram Finance, marking the largest cross-border investment in India's financial services sector to date, the news wire said.

Osawa, who took over the core banking unit of Mitsubishi UFJ Financial this month, leads a firm that has executed over $17 billion in cross-border deals over the past decade to tap into faster-growing overseas markets, the publication said.

Japanese banks are currently enjoying record profits driven by rising domestic interest rates, with MUFG expecting nearly double the net income for the past fiscal year compared to three years ago, the report said.

While Osawa acknowledged that the Middle East conflict will likely have a greater impact on Asia than on the US or Europe, he remained cautiously optimistic about the Japanese economy, it added.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

相關文章

Research

BTIG 將 BrightSpire Capital 的評級從“中性”上調至“買入”,目標價為 7 美元。

根據FactSet調查的分析師報告,BrightSpire Capital Inc (BRSP) 的平均評級為“增持”,平均目標價為6.56美元。 (報道北美、亞洲和歐洲主要銀行及研究機構的股票、商品和經濟研究。研究機構可透過以下連結聯絡我們:https://www..com/contact-us)

$BRSP
Asia

三菱化學預計英國工廠成本超支將導致300億日圓減損損失

三菱化學集團(東京證券交易所代碼:4188)修訂了其英國SoarnoLTM工廠的投資計畫。由於建設延誤、合約複雜以及全球通膨導致材料和勞動力成本飆升,實際支出遠超預期。 該公司週三在東京證券交易所提交的文件顯示,預計截至3月31日的財年,SoarnoLTM相關固定資產(包括迄今已發生的投資相關費用)將提列約300億日圓的減損損失。 這項預期損失並未計入2月5日發布的合併獲利預測。該公司表示,目前正在對包括投資增加影響在內的全年財務表現進行評估。 儘管遭遇挫折,三菱化學重申SoarnoLTM仍是其化學業務的核心成長動力,新廠預計於2027財年投入生產。

$TYO:4188
Asia

華電動力國際第一季產量及銷量均成長15%。

根據華電國際(SHA:600027,HKG:1071)週三在香港聯交所發布的公告,該公司2026年第一季發電量略高於5900萬兆瓦時,年增15%。 併網售電量年增15%,達到5,540萬兆瓦時。 若依上年同期資料進行追溯調整,發電量和併網售電量分別下降8.4%及8.5%。 這主要是由於新增能源裝置容量增加,以及新增裝置容量擠佔了現有機組的發電空間。 與去年同期數據相比,第一季併網售電量平均價格下降2.6%,約每兆瓦時504.28元。

$HKG:1071$SHA:600027