Komori
Management planning6620Miyakoshi Holdings,Inc.Real estate

To Our Investors: A Two-Pillar Strategy Focused on Real Estate and Semiconductors

The company has fleshed out its policy of developing semiconductors and robotics as new businesses alongside its real estate business, making them its two growth pillars. It presented plans for distribution channels connecting Chinese manufacturers with Japanese semiconductor trading companies, as well as the concept for WIC TOKYO, a Japan-China technology collaboration hub. The company aims to achieve operating profit of ¥10 billion from its innovation business in fiscal 2030, among other targets.

Worth reading
32Immaterial
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Improvement
Direction inferred from the company’s description.
Scale
100
¥100 million (operating profit target for the innovation business in fiscal 2030)
Wording
Avoiding a definitive answer
How definitive the wording is.

Items stated in the management plan

Formulated
MIYAKOSHI Vision 2030Plan period Start year: Not disclosed; final year: fiscal 2030. Separately, the long-term vision extends through fiscal 2035.
Publication date 26 June 2026
Operating profitNot disclosed → ¥100 100 million (innovation business)
Only the target level is shown because the current level for comparison was not provided.
Key initiatives
01Our strengths: networks spanning 14 Chinese provinces and 4 directly administered municipalities
02Developing the company as a sourcing partner for Chinese semiconductor manufacturers
03Establishing distribution channels in Japan
04Execution framework: integrated Japan-China execution capabilities and efficiency
05WIC TOKYO: becoming a hub for Japan-China technology collaboration
06Two pillars, real estate and semiconductors, for growth toward fiscal 2030 and fiscal 2035
Non-financial targetsIndicator name Number of partnerships with major listed Japanese semiconductor trading companies / Target value 10 major listed companies / Timing By March 2027
Size of the Target MarketSubject Top 10 Chinese semiconductor manufacturers / Scale Approximately ¥7 trillion / Source Not disclosed, Subject Memory market / Scale Approximately ¥5–6 trillion / Source Not disclosed, Subject 10 major listed Japanese semiconductor trading companies / Scale Approximately ¥5 trillion / Source Not disclosed
Reason for revision or withdrawal

The new semiconductor and robotics businesses are core initiatives supporting this medium-term plan. The company will leverage the foundation built through its real estate business while developing semiconductors and robotics as new growth engines, thereby achieving sustainable enhancement of corporate value toward 2030 and then 2035.

Items stated in the management plan
ItemDetails
Plan nameMIYAKOSHI Vision 2030
Plan periodStart year: Not disclosed; final year: fiscal 2030. Separately, the long-term vision extends through fiscal 2035.
Progress against the planFormulated
Operating profit targetNot disclosed → ¥100 100 million (innovation business)
Non-financial targetsIndicator name Number of partnerships with major listed Japanese semiconductor trading companies / Target value 10 major listed companies / Timing By March 2027
Key initiativesOur strengths: networks spanning 14 Chinese provinces and 4 directly administered municipalities, Developing the company as a sourcing partner for Chinese semiconductor manufacturers, Establishing distribution channels in Japan, Execution framework: integrated Japan-China execution capabilities and efficiency, WIC TOKYO: becoming a hub for Japan-China technology collaboration, Two pillars, real estate and semiconductors, for growth toward fiscal 2030 and fiscal 2035
Reason for revision or withdrawalThe new semiconductor and robotics businesses are core initiatives supporting this medium-term plan. The company will leverage the foundation built through its real estate business while developing semiconductors and robotics as new growth engines, thereby achieving sustainable enhancement of corporate value toward 2030 and then 2035.
Size of the Target MarketSubject Top 10 Chinese semiconductor manufacturers / Scale Approximately ¥7 trillion / Source Not disclosed, Subject Memory market / Scale Approximately ¥5–6 trillion / Source Not disclosed, Subject 10 major listed Japanese semiconductor trading companies / Scale Approximately ¥5 trillion / Source Not disclosed
Publication date26 June 2026
Items this document does not state (16)
Sales TargetOperating profit margin targetNet income targetROE targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceTotal investment planInvestment amount by sectorSegment targetPlan assumptionsResults under the previous planRisks identifiedDate of board resolution

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

The company will leverage its strength in networks with governments and leading local companies in 14 Chinese provinces and 4 directly administered municipalities, as well as the foundation built through its real estate business, to develop semiconductors and robotics as new growth engines and make them core initiatives supporting its medium-term plan.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
To Our Investors: A Two-Pillar Strategy Focused on Real Estate and Semiconductors | Miyakoshi Holdings,Inc. (6620) timely disclosure | Komori