Price Fluctuation Risk of Shares and Investment Trusts
First written in FY2016. 8 of 27 entries say "Mitigated", first in FY2018. Latest entry: FY2026.
The whole theme swung hardest in 2019: 54 of 136 companies on the "Worse" side.
- FY2026WorsenedAnnual report
「Impairment loss on shares and other securities ¥34 million ¥1,513 million」
The impairment loss on shares and other securities increased from ¥34 million in the previous year to ¥1,513 million, expanding losses related to price movements in shares, investment trusts and other instruments. - 2026-05-14WorsenedEarnings
「Write-downs of stocks and other securities 34 1,513」
Write-downs of stocks and other securities increased from ¥34 million in the previous fiscal year to ¥1.513 billion. - FY2026-H1WorsenedAnnual report
「Loan write-offs ¥431 million ¥2,083 million Provision for allowance for loan losses ¥2,081 million ¥1,437 million Impairment loss on shares and other securities ¥14 million ¥766 million Loss on sales of shares and other securities ¥306 million ¥191 million」
While the loss on sales of shares and other securities decreased year on year, the impairment loss on shares and other securities increased from ¥14 million to ¥766 million, expanding share-related losses. - FY2025WorsenedAnnual report
「At the end of the fiscal year, interest-rate risk was ¥16,864 million, compared with ¥20,255 million at the end of the previous fiscal year, while price fluctuation risk was ¥17,097 million, compared with ¥8,866 million.」
VaR for market-price risk, including shares and investment trusts, increased from ¥886.6 million to ¥1,709.7 million. - FY2025-H1Increase in loss on sales of shares and other securities and decrease in impairment loss on shares and other securitiesAnnual report
「Loss on sales of shares and other securities ¥2 million ¥306 million Impairment loss on shares and other securities ¥68 million ¥14 million」
The loss on sales of shares and other securities increased from ¥2 million in the same period of the previous year to ¥306 million, while the impairment loss on shares and other securities decreased from ¥68 million to ¥14 million. - FY2024-Q3Decrease in loss on sales of shares and other securities and increase in impairment loss on shares and other securitiesAnnual report
「Loss on sales of shares and other securities ¥327 million ¥2 million Impairment loss on shares and other securities ¥0 million ¥713 million」
The loss on sales of shares and other securities decreased from ¥327 million in the same period of the previous year to ¥2 million, while the impairment loss on shares and other securities increased from none to ¥713 million. Share-related losses moved in different directions by item. - FY2024-Q2Decrease in loss on sales of shares and other securities and recognition of impairment loss on shares and other securitiesAnnual report
「Loss on sales of shares and other securities ¥160 million ¥2 million Impairment loss on shares and other securities ¥0 million ¥68 million」
The loss on sales of shares and other securities decreased from ¥160 million in the same period of the previous year to ¥2 million, while the impairment loss on shares and other securities increased from none to ¥68 million. - FY2024-Q1MitigatedAnnual report
「Loss on sales of shares and other securities ¥98 million —」
The loss on sales of shares and other securities decreased from ¥98 million in the same period of the previous year to none in the current quarter, reducing losses related to price movements in shares, investment trusts and other instruments. - FY2023MitigatedAnnual report
「Loss on sales of shares and other securities ¥1,327 million ¥370 million Impairment loss on shares and other securities ¥21 million ¥167 million」
The loss on sales of shares and other securities decreased from ¥1,327 million in the previous year to ¥370 million. Meanwhile, an impairment loss of ¥167 million on shares and other securities was incurred. - FY2023-Q3MitigatedAnnual report
「Loss on sales of shares and other securities ¥1,146 million ¥327 million Impairment loss on shares and other securities ¥18 million ¥0 million」
The loss on sales of shares and other securities decreased from ¥1,146 million in the same period of the previous year to ¥327 million, while the impairment loss on shares and other securities fell from ¥18 million to ¥0 million. Share-related losses decreased year on year. - FY2023-Q2MitigatedAnnual report
「Loss on sales of shares and other securities ¥954 million ¥160 million Impairment loss on shares and other securities ¥0 million ¥0 million」
The loss on sales of shares and other securities decreased from ¥954 million in the same period of the previous year to ¥160 million, reducing losses related to price movements in shares, investment trusts and other instruments. - FY2023-Q1MitigatedAnnual report
「Loss on sales of shares and other securities ¥812 million ¥98 million」
The loss on sales of shares and other securities decreased from ¥812 million in the same period of the previous year to ¥98 million, reducing losses related to price movements in shares, investment trusts and other instruments. - FY2022Lower market-price risk exposure and continued share-related lossesAnnual report
「At the end of the fiscal year, interest-rate risk was ¥12,348 million, compared with ¥11,038 million at the end of the previous fiscal year, while price fluctuation risk was ¥12,946 million, compared with ¥18,714 million.」
While VaR for market-price risk decreased from ¥1,871.4 million to ¥1,294.6 million, a ¥1,327 million loss on sales of shares and other securities and a ¥21 million impairment loss on shares and other securities were recorded, and losses related to price movements continued. - FY2022-Q2MitigatedAnnual report
「Loss on sales of shares and other securities ¥1,452 million ¥954 million Impairment loss on shares and other securities ¥9 million ¥0 million」
The loss on sales of shares and other securities decreased from ¥1,452 million in the same period of the previous year to ¥954 million, while the impairment loss on shares and other securities fell from ¥9 million to ¥0 million. Share-related losses decreased year on year. - FY2022-Q1MitigatedAnnual report
「Loss on sales of shares and other securities ¥1,446 million ¥812 million」
The loss on sales of shares and other securities decreased from ¥1,446 million in the same period of the previous year to ¥812 million, reducing share-related losses in the current quarter. - FY2021MaterialisedAnnual report
「Loss on sales of shares and other securities ¥2,435 million ¥4,438 million Impairment loss on shares and other securities ¥125 million ¥11 million」
The loss on sales of shares and other securities increased from ¥2,435 million to ¥4,438 million, and an ¥11 million impairment loss on shares and other securities was also recorded. Losses related to price movements were actually incurred. - FY2021-Q3MaterialisedAnnual report
「Loss on sales of shares and other securities ¥224 million ¥2,375 million Impairment loss on shares and other securities — ¥29 million」
The loss on sales of shares and other securities increased from ¥224 million in the same period of the previous year to ¥2,375 million, and a ¥29 million impairment loss on shares and other securities was also recorded. An actual loss related to price movements in shares, investment trusts and other instruments was incurred. - FY2021-Q2MaterialisedAnnual report
「Loss on sales of shares and other securities ¥224 million ¥1,452 million Impairment loss on shares and other securities — ¥9 million」
The loss on sales of shares and other securities increased from ¥224 million in the same period of the previous year to ¥1,452 million, and a ¥9 million impairment loss on shares and other securities was also recorded. An actual loss related to price movements in shares, investment trusts and other instruments was incurred. - FY2021-Q1MaterialisedAnnual report
「Loss on sales of shares and other securities ¥138 million ¥1,446 million」
The loss on sales of shares and other securities increased from ¥138 million in the same period of the previous year to ¥1,446 million, resulting in an actual loss related to price movements in shares, investment trusts and other instruments. - FY2020-Q3Decrease in loss on sales of shares and other securities and elimination of impairment loss on shares and other securitiesAnnual report
「Loss on sales of shares and other securities ¥1,361 million ¥224 million Impairment loss on shares and other securities ¥95 million —」
Compared with the same period of the previous year, the loss on sales of shares and other securities decreased from ¥1,361 million to ¥224 million, while the ¥95 million impairment loss on shares and other securities was no longer incurred. - FY2020-Q2Elimination of losses on sales of equities and other securities and occurrence of amortization of equities and other securitiesAnnual report
「Losses on sales of equities and other securities ¥283 million — million Amortization of equities and other securities ¥0 million ¥127 million」
The ¥283 million loss on sales of shares and other securities recorded in the same period of the previous year was not incurred, while a ¥127 million impairment loss on shares and other securities was recorded, resulting in mixed movements in share-related gains and losses. - FY2020-Q1Decrease in losses on sales of equities and other securitiesAnnual report
「Losses on sales of equities and other securities ¥243 million ¥138 million Amortization of equities and other securities ¥15 million — million」
Losses on sales of equities and other securities decreased from ¥243 million in the same period of the previous year to ¥138 million, while no amortization of equities and other securities was recognized. However, losses related to changes in the prices of equities and other securities themselves continued to be recognized. - FY2019Decrease in price fluctuation risk and occurrence of lossesAnnual report
「At the end of the fiscal year, interest-rate risk was ¥11,039 million, compared with ¥8,474 million at the end of the previous fiscal year, while price fluctuation risk was ¥9,219 million, compared with ¥13,841 million.」
Although price fluctuation risk VaR decreased, losses on sales of equities and other securities of ¥1,456 million and amortization of equities and other securities of ¥101 million were recognized, resulting in losses related to price fluctuations. - FY2019-Q3MaterialisedAnnual report
「Losses on sales of equities and other securities ¥318 million ¥1,361 million Amortization of equities and other securities ¥12 million ¥95 million」
Losses on sales of equities and other securities increased from ¥318 million in the same period of the previous year to ¥1,361 million, while amortization of equities and other securities increased from ¥12 million to ¥95 million, resulting in actual losses related to changes in the prices of equities, investment trusts and other securities. - FY2018MitigatedAnnual report
「At the end of the fiscal year, interest-rate risk was ¥8,474 million, compared with ¥10,438 million at the end of the previous fiscal year, while price fluctuation risk was ¥13,841 million, compared with ¥20,224 million.」
Price fluctuation risk VaR decreased from ¥20,224 million to ¥13,841 million. A policy of reducing the risk on policy investment equities through balance reductions and hedging transactions was also stated. - FY2017Decrease in price fluctuation risk VaRAnnual report
「At the end of the fiscal year, interest-rate risk was ¥10,438 million, compared with ¥2,922 million at the end of the previous fiscal year, while price fluctuation risk was ¥20,224 million, compared with ¥27,758 million.」
Price fluctuation risk VaR decreased from ¥27,758 million at the end of the previous fiscal year to ¥20,224 million. The disclosure also referred to reducing the risk amount on policy investment equities through balance reductions and hedging transactions. - FY2016First statedAnnual report
「The bank holds substantial amounts of domestic equities, investment trusts and other securities. These include equities held after comprehensive consideration of factors such as strengthening relationships with business partners, as well as equities, investment trusts and other securities held for investment purposes. However, future movements in share prices and other factors could adversely affect the bank's results.」
Price fluctuation risk arising from holdings of equities and investment trusts for policy investment, pure investment and other purposes.