Executive Summary . 5
Table: Levels (JPYbn) 5
Table: Levels (US$bn) . 5
Table: Levels At April 2012 5
Table: Annual Growth Rate Projections, 2012-2016 (%) 5
Table: Ranking Out Of 59 Countries Reviewed In 2011 6
Table: Projected Levels (JPYbn), 2008-2016 6
Table: Projected Levels (US$bn), 2008-2016 . 6
SWOT Analysis 7
Japan Commercial Banking SWOT 7
Japan Political SWOT 8
Japan Economic SWOT . 9
Japan Business Environment SWOT . 10
Japan Business Environment Outlook 11
Commercial Banking Business Environment Rating . 11
Table: Japan''s Commercial Banking Business Environment Rating . 11
Commercial Banking Business Environment Rating Methodology 12
Table: Asia Commercial Banking Business Environment Ratings . 13
Global Commercial Banking Outlook . 14
Asia Banking Regional Outlooks Overview . 22
Asia Banking Sector Outlook . 25
Table: Banks'' Bond Portfolios 2011 . 25
Table: Asia Commercial Banking Business Environment Ratings . 26
Table: Comparison of Loan/Deposit & Loan/Asset & Loan/GDP ratios . 27
Table: Anticipated Developments in 2012 28
Table: Comparison of Total Assets & Client Loans & Client Deposits (US$bn) 29
Table: Comparison of US$ Per Capita Deposits (2011) 30
Table: Interbank Rates and Bond Yields 31
Japan Banking Sector Outlook . 32
Economic Outlook . 35
Table: Japan – Economic Activity, 2011-2016 37
Competitive Landscape 38
Market Structure . 38
Protagonists 38
Table: Protagonists In Japan''s Commercial Banking Sector 38
Definition Of The Commercial Banking Universe 38
List Of Banks 39
Table: Full Japanese Bankers'' Association Members 39
Table: Associate Japanese Bankers'' Association Members. 43
Japan Commercial Banking Report Q3 2012
© Business Monitor International Ltd Page 4
Company Profiles 45
Bank of Tokyo-Mitsubishi UFJ . 45
Table: Balance Sheet (JPYmn, unless stated), 2006-2010. 47
Table: Balance Sheet (US$mn, unless stated), 2006-2010 47
Table: Key Ratios (%), 2006-2010 . 47
Mizuho Bank 48
Table: Balance Sheet (JPYmn, unless stated), 2007-2010. 49
Table: Balance Sheet (US$mn, unless stated), 2007-2010 49
Table: Key Ratios (%), 2007-2010 . 49
Mizuho Corporate Bank 50
Table: Balance Sheet (JPYmn, unless stated), 2006-2010. 51
Table: Balance Sheet (US$mn, unless stated), 2006-2010 51
Table: Key Ratios (%), 2006-2010 . 52
Resona 53
Table: Balance Sheet (JPYmn, unless stated), 2006-2010. 54
Table: Balance Sheet (US$mn, unless stated), 2006-2010 54
Table: Key Ratios (%), 2006-2010 . 55
Sumitomo Mitsui Banking Corporation . 56
Aozora Bank 58
Table: Balance Sheet (JPYmn, unless stated), 2006-2010. 59
Table: Balance Sheet (US$mn, unless stated), 2006-2010 59
Table: Key Ratios (%), 2006-2010 . 59
BMI Banking Sector Methodology . 60
Commercial Bank Business Environment Rating . 62
Table: Commercial Banking Business Environment Indicators And Rationale 63
Table: Weighting Of Indicators. 64Table: Levels (JPYbn)
Table: Levels (US$bn)
Table: Levels At April
Table: Annual Growth Rate Projections (%)
Table: Ranking Out Of Countries Reviewed In
Table: Projected Levels (JPYbn)
Table: Projected Levels (US$bn)
Table: Japan''s Commercial Banking Business Environment Rating
Table: Asia Commercial Banking Business Environment Ratings
Table: Banks'' Bond Portfolios
Table: Asia Commercial Banking Business Environment Ratings
Table: Comparison of Loan/Deposit & Loan/Asset & Loan/GDP ratios
Table: Anticipated Developments in
Table: Comparison of Total Assets & Client Loans & Client Deposits (US$bn)
Table: Comparison of US$ Per Capita Deposits ()
Table: Interbank Rates and Bond Yields
Table: Japan – Economic Activity
Table: Full Japanese Bankers'' Association Members
Table: Associate Japanese Bankers'' Association Members
Table: Balance Sheet (JPYmn unless stated)
Table: Balance Sheet (US$mn unless stated)
Table: Key Ratios (%)
Table: Balance Sheet (JPYmn unless stated)
Table: Balance Sheet (US$mn unless stated)
Table: Key Ratios (%)
Table: Balance Sheet (JPYmn unless stated)
Table: Balance Sheet (US$mn unless stated)
Table: Key Ratios (%)
Table: Balance Sheet (JPYmn unless stated)
Table: Balance Sheet (US$mn unless stated)
Table: Key Ratios (%)
Table: Balance Sheet (JPYmn unless stated)
Table: Balance Sheet (US$mn unless stated)
Table: Key Ratios (%)
Table: Commercial Banking Business Environment Indicators And Rationale
Table: Weighting Of Indicators