Mitsubishi UFJ Financial Group (MUFG)

Hold Recap: Q1 FY27

MUFG Fixed Its Capital Ratio a Quarter Early and Beat by 28%, Then Lagged Every Peer for Raising Nothing

Outperform Recap: Q4 FY26

MUFG Spent Its Capital Buffer on Growth and Cut the Buyback to Rebuild It: Maintaining Outperform

Outperform Recap: Q3 FY26

The Rate Hike Came With Twelve Days Left, the Balance Sheet Grew ¥7tn, and the Target Did Not Move

Outperform Recap: Q2 FY26

A Record Half Built Below the Operating Line: Initiating Coverage of MUFG at Outperform