The Kita-Nippon Bank (8551) · PolicyDecrease in the number of equities held for pure investment purposes, with the balance unchanged
Management of Shares Held for Pure Investment Purposes
First written in FY2021. . Latest entry: FY2026.
5entries
6years
0from disclosures
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Listed Equity and Investment Trust Holdings for Pure Investment PurposesA theme 10 companies write about · 0 as a headwind · 2 as a tailwind
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- FY2026Decrease in the number of equities held for pure investment purposes, with the balance unchangedAnnual report
「Listed shares 45 29,528 53 22,437」
The number of listed shares held for pure investment purposes decreased from 53 to 45, while their balance sheet carrying amount increased from ¥22,437 million to ¥29,528 million. - FY2025Decrease in the number of equities held for pure investment purposes, with the balance unchangedAnnual report
「Listed shares 53 22,437 68 22,417」
The number of listed shares held for pure investment purposes decreased from 68 to 53, while their balance sheet carrying amount was almost unchanged, increasing by ¥20 million from ¥22,417 million to ¥22,437 million. - FY2024Decrease in the number of equities held for pure investment purposes, with the balance unchangedAnnual report
「Listed shares 68 22,417 87 17,428」
The number of listed shares held for pure investment purposes decreased from 87 to 68, while their balance sheet carrying amount increased from ¥17,428 million to ¥22,417 million. - FY2022Decrease in the number of equities held for pure investment purposes, with the balance unchangedAnnual report
「Listed shares 104 17,733 117 15,507」
The number of listed shares held for pure investment purposes decreased from 117 to 104, while their balance sheet carrying amount increased from ¥15,507 million to ¥17,733 million. - FY2021First statedAnnual report
「The purpose of holding investment securities held for pure investment purposes is solely to benefit from fluctuations in the value of the shares or dividends related to the shares.」
The company explicitly stated its policy of holding and managing investment securities for pure investment purposes separately from policy-held shares, with the aim of benefiting from share-price fluctuations and dividend income. As of the end of March 2021, it held 117 listed issues, with a balance sheet carrying amount of ¥15,507 million.