Business relationships and regional economic support through cross-shareholdings
First written in FY2017. 4 of 8 entries say "Advanced", first in FY2019. Latest entry: FY2026.
The whole theme swung hardest in 2019: 18 of 135 companies on the "Worse" side.
- FY2026RaisedAnnual report
「Under the medium-term management plan announced in April 2026 for fiscal 2026 through fiscal 2028, the Bank aims to make further reductions and bring the ratio of the market value of policy-held shares, including deemed holdings, to consolidated net assets below 20% during the plan period.」
The previous plan's ¥6 billion reduction in book value was achieved with a ¥9.6 billion reduction, and the next plan sets a policy of targeting a market-value-based ratio of policy-held shares to consolidated net assets below 20% by fiscal 2028. - FY2024AdvancedAnnual report
「Under the medium-term management plan "創ろうイ・イ・ヨ♪," launched in April 2023, the Group planned to reduce the book value of its holdings by ¥6 billion over 3 years, and had reduced them by ¥4.2 billion as of the end of FY2023.」
The reduction of policy-held shares progressed in concrete terms, and the Bank reported its first-year results toward its long-term target of reducing the ratio to 20% or less of consolidated net assets by the end of March 2031. - FY2023RaisedAnnual report
「The Group aims to continue reducing its strategic shareholdings, reducing their book value by ¥6 billion during the period of the medium-term management plan (FY2023–FY2025) and bringing them to 20% or less of consolidated net assets on a market value basis by the end of March 2031.」
In addition to its policy of reducing policy-held shares, the Bank set medium- and long-term reduction amounts and percentage targets. - FY2022AdvancedAnnual report
「Number of holdings: listed shares 80; unlisted shares 102; total balance-sheet carrying amount: listed shares ¥94,512 million; unlisted shares ¥2,460 million」
Continued reviewing policy-held shares, reducing the number of listed holdings from 88 in the previous fiscal year to 80. - FY2021AdvancedAnnual report
「The Board of Directors confirmed the significance of ownership of all listed policy-held shares held as of the end of March 2021. Regarding economic rationale, it also confirmed that the aggregate total for all holdings exceeded the benchmark established in consideration of the Bank's ROE and capital ratio levels, and that more than 90% of individual holdings exceeded the benchmark.」
Conducted annual reviews of the significance and economic rationale of policy-held shares and confirmed compliance with the benchmarks for the portfolio as a whole and for individual holdings. - FY2019AdvancedAnnual report
「For all listed policy-held shares, the Bank verifies their significance of ownership, including their contribution to enhancing the Bank's corporate value and to the sound development of regional economies, as well as their economic rationale using risk-return indicators such as RORA. These reviews are conducted regularly on an annual basis, and the results are reported to the Board of Directors.」
Clarified the system for annually reviewing the significance and economic rationale of policy-held shares using RORA and reporting the results to the Board of Directors. The number of holdings was 104 listed and 105 unlisted. - FY2018Update on the number and carrying amount of cross-shareholdingsAnnual report
「Number of holdings: 236; total balance-sheet carrying amount: ¥145,173 million」
The Bank held 236 policy-held shares for purposes other than pure investment, with a balance-sheet carrying amount of ¥145.173 billion. Compared with 244 holdings and ¥144.774 billion at the end of the previous fiscal year, the number of holdings decreased while the balance increased. - FY2017First statedAnnual report
「The Company's business is in a field expected to grow over the medium to long term, and maintaining and expanding business relationships will enhance the Bank's corporate value」
Regarding policy-held shares, the Bank explains that their purposes include maintaining and expanding business relationships, supporting regional economies and collaborating with regional financial institutions. The number of holdings was 244, and their total balance-sheet carrying amount was ¥144,774 million.