-Caveat Lector-

from:
http://www.aci.net/kalliste/
<A HREF="http://www.aci.net/kalliste/">The Home Page of J. Orlin Grabbe</A>
-----
Japanese Financial Markets

Largest Brokerage Firm Downgraded, Close to Junk Bond Status

How long before Merrill Lynch goes the same way?


Nomura Securities, Japan's biggest broker, was dealt a double blow
yesterday as two big US credit-rating agencies downgraded it. The
downgrades reflect concerns over Nomura's capital base and future
earnings and growth prospects.


Nomura is now close to junk bond status, as Standard and Poor's lowered
its long-term rating from A- to BBB, the lowest rank in the investment
grade category. S&P also lowered the broker's short-term rating, from A2
to A3, while Moody's reduced Nomura's long-term rating from Baa1 to Baa2
and placed its short-term rating on review.


These downgrades reflect the growing problems at Nomura, which most
recently include heavy losses at its real estate subsidiary, Nomura
Finance. While Nomura has not revealed the extent of the losses, they
are believed to total between �250bn and �300bn ($2.1bn and $2.5bn).


This comes as an additional blow to the broker, which recorded around
$1.3bn of first-half losses in overseas markets such as Russia and the
US commercial mortgage-backed securities market.


Nomura is appealing to large Japanese banks to extend some �300bn in
subordinated loans to help boost its capital base. According to local
media reports, the broker is considering applying for a further �100bn.


Yesterday, Nomura confirmed the possibility of increasing its request
for subordinated loans, but refused to comment on the amount under
deliberation.


S&P pointed yesterday to "the severely distressed asset quality of
Nomura's non-bank affiliate, Nomura Finance; persistently large
high-risk exposures in the US; and challenges associated with the
implementation of its revised domestic strategy".


Junichi Ujiie, president of Nomura, said: "We are disappointed that
these announcements come only a matter of weeks before our annual
results and fail to reflect the very significant progress Nomura has
made in the past six months."


Paul Heaton, analyst at Deutsche Bank in Tokyo, said: "Nomura came to
rely on its overseas earnings in the 1990s - but with little profits
expected [from their overseas operations] in the future, it will have to
get to grips with its clients in Japan."


But Nomura's downgrade also highlights the severity of the environment
surrounding the Japanese securities sector.


Nomura's shares were down 5.28 per cent, or �76, to �1,364 yesterday, in
a falling stockmarket.

The Financial Times, March 25, 1999


Spy vs. Spy

Israel Jails Ex-Mossad Agent for 5 Years

Inciting war with Syria

JERUSALEM (AP) -- A former Mossad spy was sentenced Wednesday to five
years in jail for supplying phony information which reportedly brought
Israel to the brink of war with Syria.
The trial and sentencing of Yehuda Gil, 64, were held behind closed
doors in the Tel Aviv District Court. Defense attorney David Libai said
he would appeal the conviction and sentence.

According to Israeli media reports, Gil told his superiors in 1997 that
Syrian President Hafez Assad was planning a military strike to seize
part of the Golan Heights captured by Israel in the 1967 Mideast war.

The information provoked responses in the Israeli security establishment
that led Israel very close to war with Syria.

During the trial, prosecutors said the false information had a
significant influence on state security and could have led to a loss of
lives.

Gil retired from the Mossad in 1989 after 19 years of service, but
continued to freelance for the agency. The Yediot Ahronot daily quoted
him as saying he felt the need to continue to prove himself after his
retirement.

He could have been sentenced to up to 15 years in prison on the charge
of delivering false intelligence, but Libai said the judges took into
account Gil's age and his outstanding record of past service.

"He was a legend in all that he did. He did remarkable things at the
risk of his life," Libai said. "But from the point of view of the
accused, the sentence was very harsh."

Gil was also convicted of embezzlement for pocketing money the Mossad
had given him to buy information from a Syrian source.

Associated Press, March 24, 1999
-----
Aloha, He'Ping,
Om, Shalom, Salaam.
Em Hotep, Peace Be,
Omnia Bona Bonis,
All My Relations.
Adieu, Adios, Aloha.
Amen.
Roads End
Kris

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