Stabilization of Core Business Earnings, Review of Cost Structure, and Restructuring of the Securities Portfolio
First written in FY2023-Q3. 3 of 9 entries say "Advanced", first in FY2023. Latest entry: 2026-07-30.
14 other companies' latest entry also says "Advanced".
- 2026-07-30AdvancedEarnings
「Securities decreased by ¥73.9 billion from the end of the previous consolidated fiscal year to ¥3.0334 trillion, as we strategically sold low-yield bonds as part of our bond portfolio rotation in response to rising domestic interest rates.」
The company disclosed specific portfolio management actions, including bond portfolio rotation in response to rising domestic interest rates and the strategic sale of low-yield bonds. - FY2026ReframedAnnual report
「Specifically, we are pursuing the initiatives in the medium-term management plan across 3 asset categories based on their investment purposes. ・Core: Areas to which the company gives the highest priority, such as local business lending and personal loans ・Strategic investments: Areas aimed at acquiring advanced expertise, returning it to the region and developing human resources, such as overseas offices, project and asset finance for renewable energy, real estate and aircraft, and private REITs ・Market investments: Areas aimed at achieving high profitability by utilizing risk-taking capacity, including integrated management of loans and securities」
The explanation of securities portfolio restructuring has been organized around an overall asset strategy comprising 3 areas: core, strategic investments and market investments, rather than focusing primarily on accumulating government bonds. - 2026-05-01AdvancedEarnings
「Securities holdings also increased by ¥331.3 billion from the end of the previous fiscal year to ¥3.1073 trillion, as we increased the balance while taking into account share prices and domestic and overseas interest-rate trends.」
The increase in securities holdings was disclosed as part of full-year results, reflecting investment decisions that took share prices and domestic and overseas interest-rate trends into account. - FY2026-H1Increase in securities portfolio balance through strategic accumulation of government bondsAnnual report
「Securities increased by ¥197.6 billion from the end of the previous consolidated fiscal year to ¥2,973.6 billion, mainly due to the strategic accumulation of government bonds in light of market conditions.」
The securities balance increased by ¥197.6 billion from the end of the previous consolidated fiscal year, with strategic accumulation of government bonds identified as the main factor. This indicates a change in portfolio management toward accumulating government bonds, compared with the previous descriptions of a declining balance and efforts to limit interest-rate risk. - FY2025-H1Decline in Securities HoldingsAnnual report
「Securities decreased by ¥34.3 billion from the end of the previous consolidated fiscal year to ¥2,562.1 billion, mainly due to decreases in government and local government bonds.」
The securities balance decreased by ¥34.3 billion from the end of the previous consolidated fiscal year. The decrease in government and local government bonds is identified as the main factor, but the specific direction of portfolio restructuring is not stated. - FY2024-Q3Increase in securities portfolio balanceAnnual report
「As a result of managing securities while taking into account share prices and domestic and overseas interest-rate trends, the securities balance increased by ¥90.8 billion from the end of the previous consolidated fiscal year to ¥2,414.8 billion.」
The securities balance increased by ¥90.8 billion from the end of March 2023. The increase in the portfolio balance is confirmed, but the direction of portfolio restructuring is not asserted based solely on this description. - FY2024-Q2Increase in securities portfolio balanceAnnual report
「As a result of managing securities while taking into account share prices and domestic and overseas interest-rate trends, the securities balance increased by ¥47.5 billion from the end of the previous consolidated fiscal year to ¥2,371.5 billion.」
The securities balance increased by ¥47.5 billion from the end of the previous consolidated fiscal year. Although the increase in the portfolio balance is confirmed, the direction of portfolio restructuring is not asserted based solely on this description. - FY2023AdvancedAnnual report
「Securities decreased by ¥181.7 billion to ¥2,324.0 billion, mainly due to a decrease in yen-denominated bonds resulting from measures to limit interest-rate risk and the sale of foreign bond hedges.」
The company shows the implementation of portfolio restructuring, including limiting interest-rate risk, reducing yen-denominated bonds and selling foreign bond hedges, together with the figures. - FY2023-Q3First statedAnnual report
「We aim to achieve sustainable profit growth even in a challenging environment by stabilizing revenue from our core business, including consulting activities, fundamentally reviewing the cost structure, and rebuilding the securities portfolio amid volatile financial markets caused by factors such as US interest-rate hikes.」
The company has explicitly identified revenue stabilization, cost structure reform and securities portfolio restructuring.