Combination of Corporate and Project Investments Through Strategic Investment
First written in FY2018. 10 of 18 entries say "Advanced", first in FY2019. Latest entry: FY2026-H1.
1 other company's latest entry also says "Advanced".
- FY2026-H1AdvancedAnnual report
「A notable aspect of investments made during the interim consolidated accounting period was investment in the subscription rights to shares of 2 listed companies. Because investments through subscription rights to shares can secure relatively large profit opportunities with a relatively small acquisition amount, the company will continue to use them as a capital-efficient investment method and as a means of supporting the growth of investee companies using its own funds.」
The company invested in subscription rights to shares of 2 listed companies as an investment approach combining business partnerships and growth support, and stated its policy of continuing to use this capital-efficient method. - FY2024-Q2SoftenedAnnual report
「Of which: Strategic investments 2 30」
Strategic investments in partner companies involved in project investments totaled 2 companies and ¥30 million, down from 2 companies and ¥170 million in the same period of the previous year. - FY2024-Q1AdvancedAnnual report
「Of which: Strategic investments 2 30」
The company made strategic investments in 2 partner companies involved in project investments, totaling ¥30 million. It continues to pursue initiatives combining corporate and project investments, including investments by business succession support funds. - FY2023-Q3SoftenedAnnual report
「Investment execution during the first nine months of the current consolidated cumulative period, comprising investments in new companies and additional investments in existing portfolio companies, declined year on year to 8 companies and ¥1,198 million, down 19.1% year on year. Both the number and amount of strategic investments declined, while the amount invested through funds supporting business succession also decreased in financial investments.」
The value of strategic investments combining corporate and project investments decreased 19.1% year on year, while the number and value of strategic investments and investments by business succession support funds declined. - FY2023-Q2SoftenedAnnual report
「Compared with the same period of the previous year, both the number and value of strategic investments decreased, as did the amount invested by funds supporting business succession.」
Both strategic investments and investments by business succession support funds decreased, reducing the scale of the investment program combining corporate and project investments. - FY2022AdvancedAnnual report
「In this way, the company will increase its investment asset balance by pursuing two complementary approaches: investing in projects that generate highly stable and sustainable profits, and hands-on venture investments in companies that partner with those projects.」
The new medium-term management plan clearly set out an investment approach based on two pillars: project investments and hands-on strategic investments in partner companies. During the year, investments and loans were executed for 27 companies, totaling ¥3,420 million. - FY2022-Q3AdvancedAnnual report
「Investment execution during the first nine months of the current consolidated cumulative period increased year on year to 8 companies and ¥1,482 million, up 512.3% year on year. In addition to making strategic investments, we made a large investment through a fund supporting business succession and investments through newly established funds.」
In addition to strategic investments, the company invested through business succession support funds and newly established funds, expanding the combination of corporate and fund investments. - FY2022-Q2AdvancedAnnual report
「Investment execution during the first half of the current consolidated cumulative period increased year on year to 5 companies and ¥1,282 million, up 707.8% year on year. In addition to making strategic investments, we invested through funds supporting business succession.」
Including strategic investments and investments from business succession funds, the company implemented the initiative combining corporate investments and project investments in 5 companies for ¥1.282 billion. - FY2022-Q1AdvancedAnnual report
「Of which: strategic investments 2 230」
During the quarter, the company made strategic investments of ¥230 million in 2 project investment partner companies. - FY2021ReframedAnnual report
「The company will provide investee companies with comprehensive support by fully leveraging its network and management resources.」
Regarding the strategic investment approach combining corporate investments and project investments, the company organized the approach around increasing its ownership stakes and fully deploying its network and management resources. - FY2021-Q3SoftenedAnnual report
「During the cumulative third quarter of the current consolidated fiscal year, investment execution decreased from the same period of the previous year to 4 companies and ¥242 million, down 75.2% year on year. The decrease was attributable to lower investment amounts in strategic investment targets and the small scale of financial investments.」
The strategic investment approach combining corporate investments and project investments was scaled back because of lower investment amounts and smaller financial investments. - FY2021-Q2SoftenedAnnual report
「During the cumulative second quarter of the current consolidated fiscal year, investment execution decreased from the same period of the previous year to 2 companies and ¥158 million, down 80.7% year on year. The decrease was attributable to lower investment amounts in strategic investment targets and the small scale of financial investments.」
Strategic investment amounts declined, and the initiative combining corporate investments and project investments was scaled back during the quarter. - FY2021-Q1SoftenedAnnual report
「The decrease was due to the absence of strategic investments in partner companies for project investments and a decline in the investment amount per company.」
Under its strategic investment approach combining corporate investments and project investments, the company made no investments in project investment partner companies during the quarter. - FY2020-Q3AdvancedAnnual report
「As a general rule, when using our own funds for private equity investments, we selectively make strategic investments in partner companies in project investments, based on business themes aligned with our management philosophy.」
The company made strategic investments of ¥977 million in 9 companies, including partner companies for project investments, up 614.7% year on year. - FY2020-Q2AdvancedAnnual report
「As a general rule, among its private equity investments using the Company's own funds, the Company makes selective strategic investments in partner companies in project investments, based on business themes aligned with its management philosophy.」
Under its strategic investment approach combining corporate investments and project investments, the company invested ¥824 million in 6 partner companies. - FY2020-Q1AdvancedAnnual report
「In Japan, we made strategic investments in companies receiving investments from business succession funds and in partner companies for project investments.」
Under its strategic investment approach combining corporate investments and project investments, the company invested in a business succession fund and in partner companies for projects. - FY2019AdvancedAnnual report
「For new investments, the company will create new businesses capable of raising debt financing from financial institutions and invest not only in projects of those businesses but also in partner companies.」
The company fleshed out its policy of combining project investments with investments in new businesses able to use debt financing and in partner companies. - FY2018First statedAnnual report
「The company has named this approach “strategic investment” and plans to promote it going forward. For example, it will make strategic investments in companies that will serve as partners in project investments. After investing, the company will become a business partner and provide financial and sales support through business collaboration.」
The company newly defined as “strategic investment” an approach that combines companies and projects aligned with social themes and seeks to enhance the value of investment targets through post-investment collaboration, financial support and sales support.