Komori
SBI Holdings (8473) · InitiativeAchievedLatest Revisions to earnings forecasts (2026-05-01): "Cited as achieved"

The neobank concept for Sumishin SBI Net Bank and preparations for its IPO

First written in FY2020. 2 of 6 entries say "Achieved", first in FY2023. Latest entry: 2026-05-01.

6entries
7years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2020AdvancedFY2021 – FY20232020: 120202021: 120212022: 020222023: 120232024: 020242025: 220252026: 12026
Same theme, other companies
SBI Sumishin Net Bank, Ltd.'s Neobank Business Expansion and Share SaleA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. 2026-05-01Cited as achievedRevisions to earnings forecasts

    「This was mainly attributable to an increase in gains on sales of shares in associates arising from the transfer of shares in SBI Sumishin Net Bank in the financial services business, as well as an increase in interest income from financial assets measured at amortized cost.」

    The transfer of shares in SBI Sumishin Net Bank was cited as a contributing factor in the consolidated results for the fiscal year.
  2. FY2026-H1AchievedAnnual report

    「We had decided to transfer all of the shares in 住信SBIネット銀行株式会社 (the “Target Company”) that we own by participating in the Target Company's share repurchase, and the transfer was completed on 2 October 2025.」

    住信SBIネット銀行について、当社が保有する株式の全ての譲渡が2025年10月2日に完了した。既存のSBI証券との業務提携等は別途維持される方針である。
  3. FY2025ReframedAnnual report

    「In connection with this transaction, we will transfer all of the 住信SBIネット銀行 shares we own, and 住信SBIネット銀行 will cease to be an equity-method affiliate of our company. However, we will maintain the business partnership between SBI Securities and 住信SBIネット銀行, as well as the existing collaboration between 住信SBIネット銀行 and our corporate group.」

    住信SBIネット銀行の上場準備・ネオバンク構想から、NTTドコモによる非公開化に伴う全株式譲渡へ段階が変わった。一方、SBI証券との銀証連携等は維持・協議する方針を示している。
  4. FY2023AchievedAnnual report

    「March 2023: 住信SBIネット銀行株式会社 listed on the Standard Market of the Tokyo Stock Exchange.」

    住信SBIネット銀行について、ネオバンク構想と新規株式公開準備の段階から進み、2023年3月に東京証券取引所スタンダード市場への上場を完了した。
  5. FY2021AdvancedAnnual report

    「In the banking sector, we are also promoting a neobank concept through alliances with a diverse range of companies and building a foundation for efficiently creating synergies across the group, as we have done in the securities sector.」

    住信SBIネット銀行のネオバンク構想について、銀行機能の提供にとどまらず、多様な企業とのアライアンスとグループ全体へのシナジー創出基盤の構築として具体化した。
  6. FY2020First statedAnnual report

    「As entry by companies from other industries accelerates and banking functions become increasingly unbundled with the advance of FinTech, the Group is strongly promoting a neobank concept under which Sumishin SBI Net Bank will provide its unbundled banking functions to partner companies in preparation for an IPO.」

    First presents Sumishin SBI Net Bank's neobank concept of providing separated banking functions to partner companies as a medium- to long-term strategy toward an IPO.
Moved together

"Shareholder returns guided by a minimum dividend of ¥10 and total returns of 40%" moved the same way as this thread, in the same document, in 3 of its 6 moves.

322222★123456
  1. ★This thread
  2. 1Shareholder returns guided by a minimum dividend of ¥10 and total returns of 40%3×
  3. 2Investment in and Use of FinTech, IoT, AI and Big Data2×
  4. 3Enhancing regional financial institutions' corporate value and regional revitalization through the SBI Regional Bank Value Creation Fund2×
  5. 4Focused investment in IT, biotech, environmental energy and financial services, and enhancing investee value2×
  6. 5Enhancing online trading systems and developing software for new services2×
  7. 6Building and strengthening a business alliance with Shinsei Bank and making it a consolidated subsidiary2×

★ 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
SBI Holdings's next results are scheduled for 2026-11-02. Read the earnings preview It last moved in the Revisions to earnings forecasts of 2026-05-01: "Cited as achieved".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.