Worth reading
45Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Neutral
Direction inferred from the company’s description.Scale
3742400
Shares (planned maximum, including the over-allotment)Wording
Conditional
How definitive the wording is.Details of issuance or disposal
Secondary offering of shares (sale of some shares held by the SBI Group in connection with the initial listing)
発行・処分する株式数
3,742,400 common shares of FOLIO Holdings (planned, including the over-allotment); 1,200,000 shares excluding the over-allotment
Offering structure
Underwriter / lead underwriter
Joint lead managers: Daiwa Securities Co., Ltd., SMBC Nikko Securities Inc., SBI Securities Co., Ltd., and UBS Securities Japan Co., Ltd.
Overallotment
3,742,400 shares offered for sale (maximum, including the over-allotment); 1,200,000 shares excluding the over-allotment. The maximum number of shares allocated through a third-party allotment is Not disclosed
Major shareholders after the offering
SBI Group total: 36,604,600 shares, representing 59.8% of voting rights (assuming the maximum over-allotment). The breakdown for SBIFS合同会社 alone is Not disclosed
Impact on Business Performance
The impact on the consolidated results for the fiscal year ending March 2027 is expected to be immaterial.
| Item | Details |
|---|---|
| Type of issuance or disposal | Secondary offering of shares (sale of some shares held by the SBI Group in connection with the initial listing) |
| Number of shares to be issued or disposed of | 3,742,400 common shares of FOLIO Holdings (planned, including the over-allotment); 1,200,000 shares excluding the over-allotment |
| Underwriter / lead underwriter | Joint lead managers: Daiwa Securities Co., Ltd., SMBC Nikko Securities Inc., SBI Securities Co., Ltd., and UBS Securities Japan Co., Ltd. |
| Overallotment | 3,742,400 shares offered for sale (maximum, including the over-allotment); 1,200,000 shares excluding the over-allotment. The maximum number of shares allocated through a third-party allotment is Not disclosed |
| Major shareholders after the offering | SBI Group total: 36,604,600 shares, representing 59.8% of voting rights (assuming the maximum over-allotment). The breakdown for SBIFS合同会社 alone is Not disclosed |
| Impact on Business Performance | The impact on the consolidated results for the fiscal year ending March 2027 is expected to be immaterial. |
Items this document does not state (22)
Issue price and disposal priceTotal issue valueAmount of funds to be raisedEstimated issuance expensesSpecific use of fundsPayment dateIntended allotteeIntended allottee's holding policyDilution RateTotal number of issued sharesBasis for determining the amount to be paidExercise priceExercise periodNumber of Stock Acquisition RightsTransfer restriction periodConditions for lifting transfer restrictionsReason for acquisition without considerationCategories and Number of Persons CoveredTotal Stock-Based CompensationStock Split RatioProcedures under the Corporate Code of ConductMost recent equity financing
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.To diversify FOLIO Holdings' funding sources, enhance its social credibility and name recognition, expand collaboration with financial institutions, and accelerate business expansion, thereby contributing to greater synergies within the SBI Group and increased corporate value.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.