Reducing existing private equity investments and building up new investments
First written in FY2019. 16 of 22 entries say "Advanced", first in FY2020-Q2. Latest entry: 2026-08-14.
No other company in this theme has enough history to compare yet.
- FY2026-H1AdvancedAnnual report
「Whereas sales of unlisted shares were the main focus in the same period of the previous year, the Company sold highly profitable domestic listed shares in the current interim period.」
For existing PE investment assets, the Company sold highly profitable domestic listed shares during the current interim period, progressing asset recoveries and replacement. - FY2025AdvancedAnnual report
「Although no projects were sold in the previous consolidated fiscal year, in the current consolidated fiscal year the Company recorded gains from the sale of one distribution center project and one healthcare project involving an elderly care facility.」
In line with the policy of recovering and replacing long-held assets, the Company sold one logistics facility and one elderly care facility, improving asset turnover. - FY2025-H1AdvancedAnnual report
「In the same period of the previous year, sales of highly profitable domestic listed shares progressed in funds managed by the Group, whereas sales of unlisted shares were the main focus in the current interim period.」
For PE investment assets, recoveries during the current interim period focused mainly on sales of unlisted shares. Recoveries and replacement of existing assets continued. - FY2024-Q3AdvancedAnnual report
「In private equity investments, investment realizations included the sale of overseas unlisted shares and the recognition of losses. As a result, the investment balance declined from the end of the previous consolidated fiscal year to 69 companies and ¥5,983 million, compared with 81 companies and ¥7,010 million at the end of the previous consolidated fiscal year.」
Recoveries and loss recognition on existing PE investment assets reduced the balance from ¥7,010 million to ¥5,983 million. - FY2024-Q2AdvancedAnnual report
「Regarding investment recoveries, sales of domestic listed and unlisted shares progressed. As a result, the investment balance declined from the end of the previous consolidated fiscal year to 72 companies and ¥6,478 million, compared with 81 companies and ¥7,010 million at the end of the previous consolidated fiscal year.」
Sales of domestic listed and unlisted shares reduced the PE investment balance from ¥7,010 million to ¥6,478 million, demonstrating progress in recovering existing investment assets. - FY2024-Q1AdvancedAnnual report
「Regarding investment realizations, domestic listed and unlisted shares were sold. As a result, the investment balance declined from the end of the previous consolidated fiscal year to 71 companies and ¥6,398 million, compared with 81 companies and ¥7,010 million at the end of the previous consolidated fiscal year.」
Recoveries of existing PE investment assets reduced the investment balance from ¥7,010 million to ¥6,398 million. The financial investment balance also declined from ¥6,047 million to ¥5,405 million. - FY2023-Q3AdvancedAnnual report
「Regarding investment recovery during the nine-month period ended 31 December, we sold 1 strategic investment and, in financial investments, mainly sold listed shares in Japan and unlisted shares in Greater China. As a result, outstanding investments declined from the end of the previous fiscal year to 82 companies and ¥7,113 million, compared with 86 companies and ¥7,440 million at the end of the previous fiscal year.」
Recoveries of existing PE investment assets progressed, reducing the PE investment balance from ¥7,440 million to ¥7,113 million. The strategic investment balance declined from ¥1,432 million to ¥1,140 million, while the financial investment balance also declined from ¥6,007 million to ¥5,972 million. - FY2023-Q2AdvancedAnnual report
「Regarding investment recovery, we sold listed shares in Japan and unlisted shares in Greater China. As a result, outstanding investments were broadly unchanged from the end of the previous fiscal year at 84 companies and ¥7,427 million, compared with 86 companies and ¥7,440 million at the end of the previous fiscal year.」
Although the PE investment balance declined only slightly, financial investments decreased from ¥6,007 million to ¥5,836 million, while strategic investments increased from ¥1,432 million to ¥1,590 million. Recoveries of existing assets and transfers to assets under the new policy progressed. - FY2023-Q1AdvancedAnnual report
「Regarding investment recovery, we sold listed shares in Japan and unlisted shares in Greater China. As a result, outstanding investments declined from the end of the previous fiscal year to 84 companies and ¥7,248 million, compared with 86 companies and ¥7,440 million at the end of the previous fiscal year.」
Following the sale of domestic listed shares and unlisted shares in Greater China, the PE investment balance declined from ¥7,440 million to ¥7,248 million. The balance of existing financial investments also declined from ¥6,007 million to ¥5,819 million. - FY2022SoftenedAnnual report
「Private equity investments increased from the end of the previous consolidated fiscal year to ¥7,440 million (¥6,767 million at the end of the previous consolidated fiscal year), alongside an increase in investment execution.」
The PE investment balance increased from ¥6,767 million to ¥7,440 million, of which financial investments totaled ¥6,007 million. The balance continued to increase, contrary to the former target of reducing existing financial investment assets. - FY2022-Q3SoftenedAnnual report
「The balance of private equity investments was 87 companies and ¥7,836 million at the end of the third quarter of the current consolidated fiscal year, compared with 88 companies and ¥6,767 million at the end of the previous consolidated fiscal year. Of which, strategic investments 7 ¥1,432 million Of which, financial investments 80 ¥6,403 million」
The PE investment balance increased from the end of the previous fiscal year, while financial investments also increased from ¥5,612 million to ¥6,403 million. The balance moved contrary to the target of reducing existing financial investment assets. - FY2022-Q2AdvancedAnnual report
「The balance of private equity investments was 87 companies and ¥7,754 million at the end of the second quarter of the current consolidated fiscal year, compared with 88 companies and ¥6,767 million at the end of the previous consolidated fiscal year. Of which, strategic investments 7 ¥1,483 million Of which, financial investments 80 ¥6,270 million」
The PE investment balance increased from ¥6,767 million to ¥7,754 million, comprising ¥1,483 million in strategic investments and ¥6,270 million in financial investments. While the balance increased, contrary to the target of reducing existing financial investment assets, strategic investment assets continued to build up. - FY2022-Q1Increase in existing financial investment balance and build-up of strategic investmentsAnnual report
「The balance of private equity investments was 90 companies and ¥7,313 million at the end of the first quarter of the current consolidated fiscal year, compared with 88 companies and ¥6,767 million at the end of the previous consolidated fiscal year. Of which, strategic investments 7 ¥1,355 million Of which, financial investments 83 ¥5,958 million」
The PE investment balance increased from ¥6,767 million to ¥7,313 million, comprising ¥1,355 million in strategic investments and ¥5,958 million in financial investments. - FY2021SoftenedAnnual report
「The post-provision balance of financial investment assets within private equity investments was ¥3 billion, falling short of the target of reducing it to ¥1 billion. Meanwhile, against the target of increasing private equity investment assets to ¥1 billion through the establishment of new funds and strategic investments under the new investment policy, the balance exceeded the target and increased to ¥1.2 billion.」
The target for reducing existing financial investment assets was not achieved, while the target for building up new investment assets under the new policy was exceeded. - FY2021-Q3AdvancedAnnual report
「Regarding investment recovery, we completed the recovery of unlisted shares representing a substantial investment amount. As a result, outstanding investments declined from the end of the previous fiscal year to 91 companies and ¥7,201 million, compared with 98 companies and ¥8,405 million at the end of the previous fiscal year.」
A major realization from unlisted shares was completed, reducing the PE investment balance from ¥8,405 million to ¥7,201 million. Progress was confirmed toward reducing existing investment assets. - FY2021-Q2AdvancedAnnual report
「Regarding investment recoveries, sales of listed shares progressed, but there were no major realizations from unlisted shares. As a result, the investment balance was 95 companies and ¥8,375 million, broadly unchanged from the end of the previous consolidated fiscal year (98 companies and ¥8,405 million).」
Although there were no major realizations, the PE investment balance declined slightly from 98 companies and ¥8,405 million to 95 companies and ¥8,375 million. Some progress was confirmed toward reducing existing investment assets. - FY2021-Q1SoftenedAnnual report
「Regarding investment recovery, although we advanced the sale of listed shares, there were no large-scale recoveries. As a result, outstanding investments increased from the end of the previous fiscal year to 97 companies and ¥8,560 million, compared with 98 companies and ¥8,405 million at the end of the previous fiscal year.」
Although investment recoveries progressed, there were no major realizations, and the balance of existing PE investments increased from ¥8,405 million to ¥8,560 million. This was a reversal of the target of reducing existing assets to ¥1 billion. - FY2020-Q3AdvancedAnnual report
「During the cumulative third quarter of the current fiscal year, investments increased substantially from the same period of the previous fiscal year in line with an increase in strategic investments, totaling 9 companies and ¥977 million, up 614.7% year on year. For investment recoveries, the company proceeded with sales of domestically listed shares and recoveries from unlisted overseas shares. As a result, the investment balance declined from the end of the previous consolidated fiscal year to 103 companies totaling ¥8,298 million (108 companies totaling ¥8,437 million at the end of the previous consolidated fiscal year).」
The company proceeded with recoveries from existing PE investment assets, reducing the balance from 108 companies and ¥8.437 billion to 103 companies and ¥8.298 billion, while making strategic investments in 9 companies totaling ¥977 million. - FY2020-Q2AdvancedAnnual report
「During the cumulative second quarter of the current fiscal year, strategic investments increased from the same period of the previous fiscal year, with investments made in 6 companies totaling ¥824 million, up 672.5% year on year. For investment recoveries, the company proceeded with sales of domestically listed shares and recoveries from unlisted overseas shares. As a result, the investment balance declined from the end of the previous consolidated fiscal year to 103 companies totaling ¥8,260 million (108 companies totaling ¥8,437 million at the end of the previous consolidated fiscal year).」
The company proceeded with recoveries from existing PE investment assets, reducing the balance from 108 companies and ¥8.437 billion to 103 companies and ¥8.260 billion, while making ¥824 million in strategic investments. - FY2019First statedAnnual report
「The balance of existing investment assets after deducting provisions will be reduced from ¥5.1 billion to ¥1.0 billion. At the same time, the company will establish funds for new investments and make strategic investments using its own funds, building the balance of new investment assets to ¥1.0 billion.」
For the fiscal year ending March 2021, the company set a target of reducing existing PE investment assets from ¥5.1 billion to ¥1.0 billion and building new investment assets to ¥1.0 billion.