Takamiya (2445) · PolicyAdvanced
Embedding Management Conscious of Cost of Capital and Share Price
First written in FY2025-H1. 4 of 5 entries say "Advanced", first in 2026-05-12. Latest entry: 2026-08-06.
5entries
3years
3from disclosures
How it moved
Same theme, other companies
Improving Capital Efficiency and Shareholder Returns with a Focus on Cost of Capital and Share PriceA theme 110 companies write about · 1 as a headwind · 110 as a tailwind
The whole theme swung hardest in 2017: 1 of 6 companies on the "Worse" side.
45 other companies' latest entry also says "Advanced".
Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 110 companies compared. The sentences above are computed from all 110.Full recordFilings, disclosures and news, newest first
- 2026-08-06AdvancedResults presentation
「資本効率を意識したポートフォリオ構築を推進」
資本効率を意識した事業ポートフォリオの構築が、賃貸資産投資の抑制、混合管理、ROIC3.8％の必達目標として具体化している。 - FY2026AdvancedAnnual report
「ROICの向上にあたっては、継続的な収益性向上に向けた売上高営業利益率の改善と投下資本回転率の向上を重要な要素と位置づけ、各事業および各部門において具体的なKPIを設定し、その進捗を管理しております。」
資本コストと株価を意識した経営が、ROIC、営業利益率、投下資本回転率、部門別KPIの管理として具体化している。 - FY2025-H1First statedAnnual report
「Embedding management that takes capital costs and the share price into account.」
The medium-term management plan 2024-2026 newly states management that takes capital costs and the share price into account as a basic policy.