Selection and Sale of Policy-Held Shares Based on Strategic Rationale and RORA
First written in FY2019. 2 of 4 entries say "Advanced", first in FY2025. Latest entry: FY2026.
- FY2026AdvancedAnnual report
「As of the end of the fiscal year, specified investment shares comprised 74 issues, equivalent to approximately 6% of consolidated shareholders' equity, of which 69 issues were held as engagement investments.」
The Bank held 74 specified investment shares, of which 69 were held as engagement investments, expanding the scope of strategic investments. - FY2025AdvancedAnnual report
「As of the end of the fiscal year, specified investment shares comprised 64 issues, equivalent to approximately 4% of consolidated shareholders' equity, of which 57 issues were held as engagement investments.」
While maintaining its policy for managing cross-held shares, the Bank held 64 specified investment shares, of which 57 were held as engagement investments. - FY2021RestatedAnnual report
「As of the end of fiscal 2021, the Bank held 12 specified investment shares, equivalent to approximately 1% of shareholders' equity.」
The Bank has reconfirmed its policy of selecting cross-held shares based on strategic partnerships or the rationale of comprehensive business relationships, with holdings of 12 issues equivalent to approximately 1% of shareholders' equity. - FY2019First statedAnnual report
「When holding specified investment shares, the Investment Committee, a subordinate body of the Management Committee, decides whether to hold them based on a comprehensive assessment of the purpose of ownership, transaction status, risk-based profitability and business development. It also regularly monitors transaction status and risk-based profitability for all holdings and sells shares deemed to have little significance for continued ownership, taking into account the impact on the market and other relevant circumstances.」
The disclosure states that shares are held only where there is a strategic partnership or a rationale based on comprehensive business relationships, and are sold following verification using RORA and other measures. At the end of fiscal 2019, specified investment shares comprised 12 issues, equivalent to approximately 1% of shareholders' equity.