Holdings of investment shares to maintain business relationships and cooperation on systems
First written in FY2018. 1 of 7 entries say "Advanced", first in FY2019. Latest entry: FY2026.
The whole theme swung hardest in 2019: 17 of 136 companies on the "Worse" side.
- FY2026Fewer listed policy-held shares, but higher carrying valueAnnual report
「During the fiscal year, the company sold 1 listed shareholding, with an acquisition-cost basis of ¥43 million.」
Listed policy-held shares decreased from 6 holdings to 5, while their carrying value increased from ¥2,511 million to ¥4,230 million. Unlisted shares totaled 71 holdings with a carrying value of ¥1,801 million. - FY2025Fewer listed policy-held shares and lower carrying valueAnnual report
「During the fiscal year, the company sold 1 listed shareholding, with an acquisition-cost basis of ¥6 million.」
The company sold 1 listed policy-held shareholding. Listed holdings decreased from 7 holdings with a carrying value of ¥2,726 million to 6 holdings with a carrying value of ¥2,511 million, reducing both the number and carrying value of listed holdings. - FY2024Fewer policy-held shares and lower carrying valueAnnual report
「Listed shares 7 2,726 Unlisted shares 68 1,615」
Policy-held shares totaled 75 holdings with a carrying value of ¥4,341 million. The number of holdings decreased from 76 in the previous fiscal year, while the carrying value increased from ¥3,371 million. - FY2022Fewer policy-held shares and lower carrying valueAnnual report
「Listed shares 7 1,775 Unlisted shares 69 1,596」
Policy-held shares totaled 76 holdings with a carrying value of ¥3,371 million, down in both number of holdings and carrying value from the previously disclosed 78 holdings and ¥3,633 million. The company reduced its holdings by 2 listed shares and 3 unlisted shares. - FY2021Updated and reduced balance of policy-held sharesAnnual report
「Once a year, the Board of Directors comprehensively evaluates each holding based on its purpose, business relationship, share price performance, risks, returns, and other factors, confirms whether it contributes to maintaining or enhancing the corporate value of the investee and the Bank, confirms the circumstances of its acquisition, and verifies the significance and economic rationality of the holding.」
The company continued its annual Board of Directors review of policy-held shares. The number of holdings was 78 and their carrying value was ¥3,633 million, representing a decrease from the previously disclosed 79 holdings and ¥4,349 million. - FY2019AdvancedAnnual report
「The company does not hold listed shares as policy holdings unless their significance as holdings is recognized. Once a year, the Board of Directors comprehensively evaluates each holding based on its purpose, business relationship, share price performance, risks, returns, and other factors. It confirms whether the holding contributes to maintaining or enhancing the corporate value of the investee and the Bank, as well as the circumstances of its acquisition, and verifies the significance and economic rationality of the holding. If the significance is judged to be limited, the company will deepen mutual understanding through sufficient dialogue with the investee, change the purpose to pure investment, and proceed with a sale after considering the impact on the market and other factors.」
The company established a framework under which the Board of Directors annually verifies the significance and economic rationality of policy-held shares and, where their significance is limited, proceeds with changing their purpose to pure investment or selling them. - FY2018First statedAnnual report
「Number of holdings 79 holdings Total amount recognized on the balance sheet ¥4,349 million」
The company held 79 investment shares for purposes other than pure investment, with a carrying value of ¥4,349 million, and disclosed that the purposes of holding its principal shares include maintaining and strengthening business relationships and maintaining cooperative and friendly relationships, including the joint use of core systems.