Shannon McConaghy,
Portfolio Manager
January 2018 Japanese Banks Facing a New Barrage of Problems

"Japan’s regional banks face a destructive barrage on their earnings and capital. Many experts now think some banks may not survive and shareholders are likely to be zeroed. This creates appealing short opportunities as regional banks trade on ~15x earnings, it is clear their earnings and book value will be laid to waste. Problems will likely spill over to related areas such as mega-banks and real estate.”

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> Japanese Banks Facing a New Barrage of Problems Shannon McConaghy January 2018
> The Short Selling Cycle and its Profit Centres Russell Clark January 2018