Strategic Shareholdings for Business Relationships and Regional Economic Objectives
First written in FY2017. 6 of 11 entries say "Advanced", first in FY2020. Latest entry: FY2026.
The whole theme swung hardest in 2019: 17 of 136 companies on the "Worse" side.
- FY2026AdvancedAnnual report
「The Bank excluded 8 holdings from its strategic investment holdings by the end of March 2026, bringing the ratio to consolidated net assets, on a market-value basis and including deemed holdings of shares, to 22.8%. …The Bank will reduce the ratio to less than 15% by the end of March 2028, during the period of the medium-term management plan, “Value Creation Company~1st Stage.” Over the medium to long term, the Bank plans to reduce the ratio to less than 10%.」
The Bank excluded 8 holdings by the end of March 2026, bringing its strategic shareholding ratio to 22.8%. It continues to target a reduction to less than 15% by the end of March 2028 and less than 10% over the medium to long term. - 2026-05-22AdvancedGeneral Meetings of Shareholders
「By the end of March 2026, 8 holdings had been removed from the list of strategic investment holdings, bringing the consolidated net assets ratio, measured at market value and including deemed holdings, to 22.8%.」
The disclosure stated that 8 strategic investment holdings had been removed by the end of March 2026, reducing the consolidated net assets ratio to 22.8%. The targets of less than 15% by the end of March 2028 and less than 10% over the medium to long term were also reiterated. - FY2025RaisedAnnual report
「The Bank reduced its holdings by ¥12.6 billion by the end of March 2025. It will continue to strengthen dialogue with business partners and reduce the ratio of strategic shareholdings to less than 15% of consolidated net assets, on a market-value basis, by the end of March 2028, during the period of the new medium-term management plan, “Value Creation Company~1st Stage.” Over the medium to long term, the Bank plans to reduce the ratio to less than 10%.」
Against the target of reducing holdings by ¥10 billion by the fiscal year ending March 2025, the Bank reduced them by ¥12.6 billion and additionally set targets of reducing the holding ratio to less than 15% by the end of March 2028 and less than 10% over the medium to long term. - FY2024AdvancedAnnual report
「Against the above reduction target, the Bank reduced its holdings by ¥6.5 billion on a market-value basis by the fiscal year ending March 2024.」
Against the target of reducing holdings by approximately ¥10 billion by the fiscal year ending March 2025, the Bank had reduced them by ¥6.5 billion by the fiscal year ending March 2024. - FY2023RaisedAnnual report
「The Bank plans to reduce its listed strategic shareholdings by approximately ¥10 billion on a market-value basis by the fiscal year ending March 2025, compared with the fiscal year ending March 2022, excluding changes in market value.」
In addition to the previous policy of reducing strategic shareholdings in principle and retaining them only on a limited basis, the Bank set a deadline and quantitative target of reducing them by approximately ¥10 billion on a market-value basis by the fiscal year ending March 2025. - FY2022AdvancedAnnual report
「Based on the above, at a Board of Directors meeting held in June 2022, the Bank verified the rationale and other aspects of the shares held as of the end of March 2022. No holdings were found to lack justification as a result of this review.」
The Board of Directors continued to review the strategic shareholdings, and the number of holdings decreased from 94 issues in the previous fiscal year to 87 issues. - FY2021AdvancedAnnual report
「Based on the above, at a Board of Directors meeting held in June 2021, the Bank verified the rationale and other aspects of the shares held as of the end of March 2021. No holdings were found to lack justification as a result of this review.」
The Board of Directors reviewed the strategic shareholdings, bringing the total to 94 issues, comprising 60 listed and 34 unlisted issues. This was down from 104 issues in the previous fiscal year. - FY2020AdvancedAnnual report
「Based on the above, at a Board of Directors meeting held in June 2020, the Bank verified the rationale and other aspects of the shares held as of the end of March 2020.」
The Board of Directors verified the strategic shareholdings held as of the end of March 2020. The holdings comprised 98 issues in total, including 62 listed and 36 unlisted issues, down from 104 issues in the previous fiscal year. - FY2019ReframedAnnual report
「As a general principle, the Bank will reduce its strategic shareholdings held for purposes other than pure investment. However, it will retain such shares on a limited basis where they are deemed to contribute to the enhancement of the medium- to long-term corporate value of the Bank and its business partners, such as by contributing to regional economic development or strengthening business relationships.」
The policy on strategic shareholdings was revised from a policy of holding them for reasons including regional economic and business relationships to a policy of reducing them in principle and retaining them only on a limited basis. - FY2018Updated the number and balance of policy-held sharesAnnual report
「Number of issues 104 Total balance-sheet carrying amount ¥51,972 million」
The bank disclosed that it held 104 equity securities for purposes other than pure investment, with a total balance-sheet carrying amount of ¥51,972 million, and stated that their purposes included relationships with the local economy and business counterparties, as well as relationships under its management strategy. - FY2017First statedAnnual report
「The company plays an important role in the economic development of the region that forms the bank's business base. By maintaining and strengthening its business relationship with the company, the bank seeks to enhance the corporate value of both the bank and the company over the medium to long term.」
The bank held 106 equity securities for purposes other than pure investment, with a total balance-sheet carrying amount of ¥48,857 million, and explained that their purposes included the companies' roles in the local economy and their relationships under the bank's business and management strategies.