Komori
Financial Partners Group (7148) · TargetDropped

Early achievement of ¥1 trillion in assets under custody

First written in FY2017. 4 of 6 entries say "Advanced", first in FY2018. Latest entry: FY2022.

6entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2017AdvancedFY2018 – FY2021-Q32017: 12018: 120182019: 020192020: 120202021: 220212022: 12022
Same theme, other companies
Target for Expanding Securities Customer Accounts and Assets under CustodyA theme 11 companies write about · 0 as a headwind · 11 as a tailwind

The whole theme swung hardest in 2023: 2 of 8 companies on the "Worse" side.

0 other companies' latest entry also says "Dropped".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2022DroppedAnnual report

    「Based on these results, the company newly formulated a medium-term management plan covering the period from the fiscal year ending September 2023 through the fiscal year ending September 2025 and will implement various measures to achieve further growth.」

    The strategy section of the new medium-term management plan no longer included the previously stated target of a ¥1 trillion assets-under-management balance, with the focus shifting to growth and successive profit records in domestic and overseas real estate.
  2. FY2021-Q3AdvancedAnnual report

    「As a result, the outstanding balance in the lease fund and real estate fund businesses as of the end of the third-quarter consolidated accounting period was ¥856,661 million, an increase of ¥81,967 million from the end of the previous fiscal year.」

    The outstanding balance in the lease fund and real estate fund businesses reached ¥856.661 billion, an increase of ¥81.967 billion from the end of the previous fiscal year. The balance continued to grow toward the ¥1 trillion target for assets under management.
  3. FY2021-Q2AdvancedAnnual report

    「As a result, the outstanding balance in the lease fund and real estate fund businesses as of the end of the second-quarter consolidated accounting period was ¥824,277 million, an increase of ¥49,584 million from the end of the previous fiscal year.」

    The outstanding balance in the lease fund and real estate fund businesses reached ¥824.277 billion, an increase of ¥49.584 billion from the end of the previous fiscal year. The balance continued to grow toward the ¥1 trillion target for assets under management.
  4. FY2020AdvancedAnnual report

    「The assets-under-management balance increased steadily to ¥774.6 billion as of the end of the current consolidated fiscal year, from ¥684.7 billion at the end of the previous fiscal year, reflecting progress in investments in the lease arrangement business and sales of fractional real estate investment products in the real estate business.」

    The assets-under-management balance increased by ¥89.9 billion, from ¥684.7 billion to ¥774.6 billion, marking progress toward the ¥1 trillion target.
  5. FY2018AdvancedAnnual report

    「As part of its medium- to long-term management strategy, the Group aims to achieve an assets-under-management balance of ¥1 trillion. The balance increased steadily to ¥539.5 billion as of the end of the current consolidated fiscal year, from ¥398.9 billion at the end of the previous fiscal year.」

    The assets-under-management balance increased from ¥398.9 billion to ¥539.5 billion, indicating progress toward the ¥1 trillion target.
  6. FY2017First statedAnnual report

    「◆Business development focused on assets under management; aiming to reach ¥1 trillion in assets under management at an early stage」

    After reporting an assets-under-management balance of ¥398.9 billion for the fiscal year ended September 2017, the company newly set a target of reaching ¥1 trillion at an early stage.
Moved together

"Provision of fractional real estate investment products using trust functions" moved the same way as this thread, in the same document, in 3 of its 6 moves.

333322★123456
  1. ★This thread
  2. 1Provision of fractional real estate investment products using trust functions3×
  3. 2Expansion of Equity Investment Sales Capabilities and Sales Network3×
  4. 3Making the real estate, insurance broking, and M&A advisory businesses core businesses3×
  5. 4Risk of impairment and inability to sell product investment funds3×
  6. 5Expansion of Aircraft Investment Management Services through FPG AMENTUM LIMITED2×
  7. 6Progress in revenue and profit growth2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Financial Partners Group's next results are scheduled for 2026-10-29. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.