Komori
Resona Holdings (8308) · InitiativeAdvanced

Strengthening the Soundness of Foreign Bond and Other Portfolios

First written in FY2019-Q3. 11 of 16 entries say "Advanced", first in FY2019. Latest entry: 2026-07-31.

16entries
8years
3from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseCited as achievedFY2020-Q3 – FY2020AdvancedFY2022-Q1 – FY2023-Q3Cited as achievedFY2024-Q1 – FY2024-Q3AdvancedFY2025-H1 – 2026-07-312019: 220192020: 220202021: 120212022: 320222023: 220232024: 220242025: 020252026: 42026
Same theme, other companies
Interest Rate Risk Diversification and Asset-Class Reallocation in Securities PortfoliosA theme 25 companies write about · 1 as a headwind · 27 as a tailwind

14 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 25 companies compared. The sentences above are computed from all 25.
Full recordFilings, disclosures and news, newest first
  1. 2026-07-31AdvancedFinancial results briefing materials

    「Rebalancing the portfolio in preparation for further interest-rate increases」

    The company specifically carried out a bond-portfolio rebalancing in anticipation of rising interest rates.
  2. FY2026AdvancedAnnual report

    「The improvement in other domestic business income was mainly attributable to an improvement in bond-related gains year on year, as the company managed its balance sheet while also progressing with portfolio rebalancing in a rising-rate environment.」

    The company rebalanced its bond portfolio and managed its balance sheet in response to the rising-rate environment, resulting in an improvement in bond-related gains.
  3. FY2025-H1AdvancedAnnual report

    「Bond-related gains (including futures) declined due to maintenance of the bond portfolio in anticipation of future interest-rate trends, among other factors.」

    It states that the bond portfolio was maintained in anticipation of interest-rate trends, resulting in a decline in bond-related gains.
  4. FY2024-Q3Cited as achievedAnnual report

    「Other operating income increased by ¥37.5 billion from the first 3 quarters of the previous fiscal year to a profit of ¥4.7 billion, as bond-related gains and losses and other items improved, mainly due to the reaction to measures taken to improve the quality of the securities portfolio in the first 3 quarters of the previous fiscal year.」

    The reaction to measures taken to improve the quality of the securities portfolio in the previous fiscal year continues to be cited as a factor behind the improvement in bond-related gains and losses and other items. Other operating income was a profit of ¥4.7 billion.
  5. FY2024-Q1Cited as achievedAnnual report

    「Meanwhile, other operating income increased by ¥22.0 billion from the first quarter of the previous fiscal year to a profit of ¥0.6 billion, as bond-related gains and losses and other items improved, mainly due to the reaction to measures taken to improve the quality of the securities portfolio in the first quarter of the previous fiscal year.」

    The reaction to measures taken to improve the quality of the securities portfolio in the previous fiscal year is cited as a factor behind the improvement in bond-related gains and losses and other items.
  6. FY2023-Q3AdvancedAnnual report

    「Meanwhile, other operating income decreased by ¥39.5 billion from the first 3 quarters of the previous fiscal year to a loss of ¥32.8 billion, as bond-related gains and losses and other items declined due to measures to improve the quality of the securities portfolio.」

    The Company continued to improve the quality of its securities portfolio, and other operating income decreased by ¥39.5 billion year on year as a result, resulting in a loss of ¥32.8 billion.
  7. FY2023-Q2AdvancedAnnual report

    「Other operating income decreased by ¥17.0 billion from the first 3 quarters of the previous fiscal year to ¥6.7 billion, as bond-related gains and losses and other items declined, mainly due to the improvement of foreign bond and other portfolios and the reaction to the disappearance of gains on sales of MBSs (mortgage-backed securities) and privately placed bonds recognized in the third quarter of the previous fiscal year.」

    The Company continued to improve the quality of its foreign bond and other securities portfolios, and other operating income decreased by ¥17.0 billion year on year to ¥6.7 billion as a result.
  8. FY2023-Q1AdvancedAnnual report

    「Other operating income decreased by ¥15.4 billion from the first quarter of the previous fiscal year to a loss of ¥21.4 billion, mainly because bond-related gains and losses and other items declined as a result of improving the quality of the securities portfolio.」

    The securities portfolio was improved, and other operating income decreased by ¥15.4 billion year on year as a result, resulting in a loss of ¥21.4 billion.
  9. FY2022-Q3AdvancedAnnual report

    「Other operating income decreased by ¥17.0 billion from the first 3 quarters of the previous fiscal year to ¥6.7 billion, as bond-related gains and losses and other items declined, mainly due to the improvement of foreign bond and other portfolios and the reaction to the disappearance of gains on sales of MBSs (mortgage-backed securities) and privately placed bonds recognized in the third quarter of the previous fiscal year.」

    Other operating income decreased by ¥17.0 billion year on year to ¥6.7 billion, mainly as a result of measures to improve the quality of foreign bond and other portfolios.
  10. FY2022-Q1AdvancedAnnual report

    「Other operating income decreased by ¥15.8 billion from the first quarter of the previous fiscal year to a loss of ¥6.0 billion, mainly because bond-related gains and losses, including futures, decreased due to the improvement of foreign bond and investment trust portfolios and the reaction to the disappearance of gains on sales of MBSs (mortgage-backed securities) recognized in the first quarter of the previous fiscal year.」

    In addition to foreign bonds, investment trusts were also improved, and bond-related gains and losses decreased by ¥15.8 billion year on year, resulting in a loss of ¥6.0 billion.
  11. FY2020Cited as achievedAnnual report

    「In the market segment, gross operating profit increased by ¥35.0 billion from the previous fiscal year to ¥62.2 billion, and business profit after credit costs increased by ¥34.3 billion to ¥53.0 billion, due to the reaction to portfolio improvement in the previous fiscal year and the accumulation of trading gains by capitalizing on market timing.」

    The improvement in the securities portfolio carried out in the previous year is cited as a prior measure contributing to the increase in profit in the market segment for the current year.
  12. FY2020-Q3Cited as achievedAnnual report

    「In the market segment, gross operating profit increased by ¥35.9 billion from the first 3 quarters of the previous fiscal year to ¥50.2 billion, mainly due to the reaction to the improvement in the bond portfolio carried out in the previous year, while business profit after credit costs increased by ¥36.3 billion to ¥44.4 billion.」

    The reaction to the improvement in the bond portfolio carried out in the previous year is cited as a factor behind the ¥35.9 billion increase in gross operating profit and the ¥36.3 billion increase in business profit after credit costs in the market segment.
  13. FY2019AdvancedAnnual report

    「The Company also proceeded with improving the quality of its foreign bond and other portfolios. Bond-related gains and losses, including futures, included in other operating income decreased by ¥2.7 billion from the previous fiscal year, resulting in a loss of ¥7.8 billion.」

    The Company disclosed that it continued to improve the quality of its foreign bond and other portfolios and recognized a loss of ¥7.8 billion in bond-related gains and losses in the process.
  14. FY2019-Q3First statedAnnual report

    「The Company also proceeded with improving the quality of its foreign bond and other portfolios. Bond-related gains and losses included in other operating income decreased by ¥12.4 billion from the first 3 quarters of the previous fiscal year, resulting in a loss of ¥8.2 billion.」

    The Company disclosed for the first time measures to improve the quality of its foreign bond and other portfolios, and disclosed that bond-related gains and losses decreased year on year, resulting in a loss of ¥8.2 billion.
Moved together

"Creating New Revenue Opportunities" moved the same way as this thread, in the same document, in 11 of its 16 moves.

1111101085★123456
  1. ★This thread
  2. 1Creating New Revenue Opportunities11×
  3. 2Reduction of Cross-Shareholdings11×
  4. 3Growth, Revitalization and Succession Solutions and Total Life Solutions10×
  5. 4Shift from dependence on deposit and loan income to fee income and core operating revenue10×
  6. 5Shareholder returns and improved capital efficiency through share repurchases8×
  7. 6Improving the quality of the credit portfolio5×

★ 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
No upcoming earnings preview for Resona Holdings yet. It last moved in the Financial results briefing materials of 2026-07-31: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Strengthening the Soundness of Foreign Bond and Other Portfolios | Resona Holdings, Inc. (8308) | Komori