Maximizing the enterprise value of existing investment assets
First written in FY2017-Q1. 26 of 30 entries say "Advanced", first in FY2017-Q2. Latest entry: 2026-08-24.
No other company in this theme has enough history to compare yet.
- FY2025AdvancedAnnual report
「Specifically, we expect to sell domestic unlisted shares, a distribution center project, a group-home project for people with disabilities, and other projects.」
In line with the policy of realizing and replacing long-held assets at an early stage, sales of domestic unlisted shares, logistics facilities, group homes for people with disabilities and other assets were planned, and 1 logistics facility and 1 healthcare asset were sold in FY2025. - FY2025-H1ReframedAnnual report
「We will seek to improve asset turnover by realizing long-held assets at an early stage and replacing them with other assets. We will also review asset allocation and the business portfolio to improve profitability.」
The previous policy of maximizing the value of existing investment assets was translated into specific measures, including the early realization of long-held assets, asset replacement, and reviews of asset allocation and the business portfolio. - 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.」
The PE investment balance was reduced from 81 companies and ¥7,010 million to 69 companies and ¥5,983 million through the sale of overseas unlisted shares and the recognition of losses. - FY2024-Q2AdvancedAnnual report
「In private equity investments, investments totaled 7 companies and ¥555 million, comprising investments in new companies and additional investments in existing portfolio companies, down 23.3% year on year. The decline was mainly due to lower strategic investment amounts. In terms of investment realizations, 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.」
Although strategic investment declined, sales of domestic listed and unlisted shares progressed, reducing the PE investment balance from ¥7,010 million to ¥6,478 million. - 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.」
The private equity investment balance declined from 81 companies and ¥7,010 million to 71 companies and ¥6,398 million following the sale of domestic listed and unlisted shares, indicating progress in realizing existing investment assets. - 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.」
Advancing the sale of strategic investments and domestically listed shares and unlisted shares in Greater China reduced the private equity investment balance from ¥7,440 million to ¥7,113 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.」
Advancing the sale of domestically listed shares and unlisted shares in Greater China reduced the PE investment balance slightly from ¥7,440 million to ¥7,427 million. - 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.」
The sale of domestically listed shares and unlisted shares in Greater China reduced the private equity investment balance from ¥7,440 million to ¥7,248 million. Recovery and reallocation of existing assets progressed. - FY2022AdvancedAnnual report
「At the end of the fiscal year, the outstanding investments and loans balance was 129 companies and ¥13,784 million, an increase from 121 companies and ¥12,855 million at the end of the previous fiscal year.」
The combined outstanding investments and loans balance for project investments and private equity investments increased from ¥12,855 million to ¥13,784 million. - FY2022-Q3AdvancedAnnual report
「Regarding investment recovery, we completed the sale of listed shares in Japan and the sale of unlisted companies in connection with M&A transactions in Japan and overseas. Following increased investment execution, outstanding investments also increased from the end of the previous fiscal year to 87 companies and ¥7,836 million, compared with 88 companies and ¥6,767 million at the end of the previous fiscal year.」
While advancing the sale of listed shares and the sale of unlisted companies in connection with M&A transactions, increased PE investment execution raised outstanding investments from ¥6,767 million to ¥7,836 million. - FY2022-Q2AdvancedAnnual report
「Regarding investment recovery, there were no large-scale recoveries. As a result, outstanding investments increased from the end of the previous fiscal year to 124 companies and ¥14,741 million, compared with 121 companies and ¥12,855 million at the end of the previous fiscal year.」
While there were no large-scale recoveries, the outstanding investments and loans balance increased from ¥12,855 million to ¥14,741 million. Asset management combining new investments with recovery from existing assets continued. - FY2022-Q1Investment balance increased without any large-scale recoveriesAnnual report
「Regarding investment recovery, there were no large-scale recoveries. As a result, outstanding investments increased from the end of the previous fiscal year to 124 companies and ¥13,522 million, compared with 121 companies and ¥12,855 million at the end of the previous fiscal year.」
While there were no large-scale recoveries, new investments increased the outstanding investments and loans balance from ¥12,855 million to ¥13,522 million. - 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.」
Recovery of unlisted shares representing a substantial investment amount reduced the PE investment balance from 98 companies and ¥8,405 million to 91 companies and ¥7,201 million. - FY2021-Q1AdvancedAnnual 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.」
While advancing the sale of listed shares, the PE investment balance increased from ¥8,405 million to ¥8,560 million. The project investment balance also increased, with asset reallocation and balance growth proceeding in parallel. - 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.」
We made strategic investments in 9 companies totaling ¥977 million and also advanced the sale of domestically listed shares and recovery from unlisted shares overseas. The PE investment balance declined from ¥8,437 million at the end of the previous fiscal year to ¥8,298 million, while the project investment balance increased to ¥6,191 million. - FY2020-Q2AdvancedAnnual report
「Strategic investment execution increased from the same period of the previous year to 6 companies and ¥824 million during the six-month period ended 30 September, an increase of 672.5% year on year. Regarding investment recovery, we advanced the sale of domestically listed shares and recovery from unlisted shares overseas.」
While expanding strategic investments, we also advanced the sale of domestically listed shares and recovery from unlisted shares overseas, reallocating the PE investment balance from ¥8,437 million at the end of the previous fiscal year to ¥8,260 million. - FY2020-Q1AdvancedAnnual report
「As a general rule, private equity investments using our own funds are made selectively in strategic investments that combine investments in companies with investments in projects and businesses, based on business themes aligned with our management philosophy.」
The policy of making selective strategic investments using our own funds was reaffirmed. The PE investment balance increased from ¥8,437 million at the end of the previous fiscal year to ¥9,026 million, while the project investment balance increased from ¥5,514 million to ¥5,923 million. - FY2019AdvancedAnnual report
「We are currently reallocating assets from existing holdings to assets in focus areas under the medium-term management plan. In private equity investments, we are recovering existing assets and will make selective investments in focus areas going forward. Meanwhile, in project investments, our policy is to actively invest while conducting only limited sales, build up the outstanding balance and expand stable earnings.」
The asset reallocation policy of recovering PE assets, selectively investing in focus areas and building up the project investment balance is being implemented as the annual plan. - FY2019-Q3AdvancedAnnual report
「In project investments, we are expanding stable earnings by actively investing while limiting sales and building up the outstanding balance. Meanwhile, in private equity investments, we are recovering existing assets and will invest in focus areas going forward.」
In project investments, the outstanding balance increased from ¥3,582 million to ¥4,836 million while sales were limited, whereas in PE investments it declined from ¥10,398 million to ¥8,558 million due to sales, valuation losses and other factors. - FY2019-Q2AdvancedAnnual report
「We are currently reallocating assets from existing holdings to assets in focus areas under the medium-term management plan. In project investments, we are expanding stable earnings by actively investing while limiting sales and building up the outstanding balance. Meanwhile, in private equity investments, we are recovering existing assets and will invest in focus areas going forward.」
The company has set out a policy of reallocating assets by recovering existing PE assets and reinvesting in focus areas, while limiting project sales and building up the outstanding project investment balance. - FY2018AdvancedAnnual report
「The outstanding investments held on our group's own account and by funds managed and operated by our group declined from the end of the previous fiscal year, totaling 154 companies and ¥13,981 million at the end of the fiscal year, compared with 196 companies and ¥16,558 million at the end of the previous fiscal year.」
Recovery from maturing funds and project sales progressed, reducing outstanding investments from 196 companies and ¥16,558 million to 154 companies and ¥13,981 million. - FY2018-Q3AdvancedAnnual report
「The outstanding investments held on our group's own account and by funds managed and operated by our group declined from the end of the previous fiscal year, totaling 170 companies and ¥16,468 million at the end of the third quarter, compared with 196 companies and ¥16,558 million at the end of the previous fiscal year.」
Sales of shares and other assets associated with maturing funds progressed, reducing outstanding investments from 196 companies and ¥16,558 million to 170 companies and ¥16,468 million. Asset rotation through parallel new investments and investment recovery is progressing. - FY2018-Q2AdvancedAnnual report
「The outstanding investments held on our group's own account and by funds managed and operated by our group increased from the end of the previous fiscal year, totaling 186 companies and ¥19,089 million at the end of the second quarter, compared with 196 companies and ¥16,558 million at the end of the previous fiscal year.」
The number of companies in the investment portfolio declined from 196 to 186, while its value increased from ¥16,558 million to ¥19,089 million. - FY2018-Q1AdvancedAnnual report
「The outstanding investments held on our group's own account and by funds managed and operated by our group totaled 187 companies and ¥17,073 million at the end of the first quarter, compared with 196 companies and ¥16,558 million at the end of the previous fiscal year.」
New investments and investment recovery progressed in parallel. The number of companies in the investment portfolio declined from 196 to 187, while its value increased from ¥16,558 million to ¥17,073 million. - FY2017AdvancedAnnual report
「At the end of the fiscal year, outstanding investments declined to 196 companies and ¥16,558 million, compared with 223 companies and ¥18,783 million at the end of the previous fiscal year. In the private equity business, recovery from investments by funds that reached maturity progressed.」
While making new investments, the company advanced the rotation of investment assets through recovery from maturing funds, the sale of 5 megasolar projects and 3 other recoveries. - FY2017-Q3AdvancedAnnual report
「The outstanding investments held on our group's own account and by funds managed and operated by our group declined from the end of the previous fiscal year as investment recovery progressed for funds reaching maturity, despite the new investments described above, totaling 199 companies and ¥17,985 million at the end of the third quarter, compared with 223 companies and ¥18,783 million at the end of the previous fiscal year.」
While continuing to make new investments, recovery from maturing funds progressed, reducing outstanding investments from 223 companies and ¥18,783 million to 199 companies and ¥17,985 million. - FY2017-Q2AdvancedAnnual report
「The outstanding investments held on our group's own account and by funds managed and operated by our group declined from the end of the previous fiscal year as investment recovery progressed, totaling 215 companies and ¥18,547 million at the end of the second quarter, compared with 223 companies and ¥18,783 million at the end of the previous fiscal year.」
As investment recovery progressed, the outstanding investments declined from 223 companies and ¥18,783 million to 215 companies and ¥18,547 million. - FY2017-Q1First statedAnnual report
「Going forward, our group will continue to actively pursue new investments and fund formation as a diversified investment company in Asia, including Japan, while maximizing the enterprise value of existing investment assets and expanding the scale of renewable energy investments, with a focus on improving performance.」
Alongside new investments and fund formation, the company has identified maximizing the enterprise value of existing investment assets as a future priority.