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The Kosei Securities (8617) · InitiativeRestated

Gaining deeper insight into customer needs through seminars

First written in FY2016. 13 of 19 entries say "Restated". Latest entry: FY2025.

19entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2020-Q3RestatedFY2021-Q2 – FY2021RestatedFY2023-Q2 – FY2023-Q32016: 320162017: 220172018: 120182019: 320192020: 320202021: 220212022: 220222023: 120232024: 120242025: 12025
Same theme, other companies
Investment information, proposals, and support for regional customersA theme 5 companies write about · 0 as a headwind · 6 as a tailwind

2 other companies' latest entry also says "Restated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2025RestatedAnnual report

    「During the fiscal year, we focused on investor education activities for individual investors, including diversifying the themes covered in regularly held seminars and expanding seminars co-hosted with the Japan Exchange Group (JPX).」

    The company describes investor education activities for individual investors through diversified themes at regular seminars and seminars co-hosted with JPX. These initiatives were also described in the interim period, and no new milestones are provided.
  2. FY2025-H1AdvancedAnnual report

    「During the period, the company focused on investor education activities for individual investors, including diversifying the topics covered in its regular seminars and developing seminars co-hosted with Japan Exchange Group (JPX).」

    Specific initiatives are described for the seminar program, including diversifying the themes of regularly held seminars and expanding seminars co-hosted with JPX.
  3. FY2023-Q3RestatedAnnual report

    「Under the Policy on Customer-Oriented Business Conduct, we are working to provide new in-person services using DX and the web, including online seminars and online consultations, while adapting to the new communication and collaboration tools and systems emerging in today's society.」

    In addition to online seminars, we continue using digital transformation and the web for customer touchpoints, including online consultations. No new progress metrics, such as the number of seminars held or participants, are provided.
  4. FY2023-Q2RestatedAnnual report

    「We are working to build new face-to-face services using digital transformation and the web, including online seminars and online consultations.」

    In addition to online seminars, we continue using digital transformation and the web for customer touchpoints, including online consultations. No new progress metrics, such as the number of seminars held or participants, are provided.
  5. FY2023-Q1AdvancedAnnual report

    「We are working to build new face-to-face services using digital transformation and the web, including online seminars and online consultations.」

    In addition to conventional seminar initiatives, the company specifically identifies customer touchpoints using digital transformation and the web, including online consultations.
  6. FY2021RestatedAnnual report

    「While also offering various customer seminars and investment advice online,」

    We continue efforts to provide customer seminars and investment advice online. No new progress metrics, such as the number of seminars held or participants, are provided.
  7. FY2021-Q3RestatedAnnual report

    「While also offering various customer seminars and investment advice online,」

    We continue efforts to provide customer seminars and investment advice online. No new progress metrics, such as the number of seminars held or participants, are provided.
  8. FY2021-Q2RestatedAnnual report

    「While also offering various customer seminars and investment advice online,」

    We continue efforts to provide customer seminars and investment advice online.
  9. FY2020AdvancedAnnual report

    「We have begun offering web seminars and other services to provide value that meets customer needs and new forms of communication, while continuing to offer transactions and consultations by telephone, online and through other existing channels as before.」

    While foregoing conventional seminars and visits, we began offering web seminars as a new means of communication.
  10. FY2020-Q3RestatedAnnual report

    「While introducing trading strategies using exchange-listed derivatives, including single-stock options, through various seminars co-hosted with JPX, we continued steadily providing proposal-based sales tailored to individual customer needs, including proposals for asset building through tsumitate NISA and similar programs.」

    We continue introducing trading strategies to customers through various seminars, including those co-hosted with JPX. Progress metrics such as the number of seminars held and participants are not provided.
  11. FY2020-Q2RestatedAnnual report

    「The company conducts activities to introduce trading methods using exchange-listed derivatives such as single-stock options through various seminars, including seminars co-hosted with JPX.」

    The company has continued its initiative of introducing trading methods that address customer needs through various seminars, including seminars co-hosted with JPX. No progress indicators, such as the number of seminars held or participants, are described.
  12. FY2020-Q1RestatedAnnual report

    「The company conducts activities to introduce trading methods using exchange-listed derivatives such as single-stock options through various seminars, including seminars co-hosted with JPX.」

    The company has continued its seminar initiative of introducing trading methods to customers through various seminars, including seminars co-hosted with JPX. No measurable progress, such as the number of seminars held or participants, is described.
  13. FY2019Seminar initiatives reappearAnnual report

    「We advanced initiatives to hold various seminars from time to time for individual investors and introduce trading methods using exchange-listed derivatives such as individual stock options.」

    Seminars, which were not explicitly described in the FY2018 annual report, are again listed in FY2019 as an initiative for individual investors.
  14. FY2018DroppedAnnual report
    This filing's section on management policies and issues to be addressed contains no description of delving deeper into customer needs through public and individual seminars. However, consultative sales tailored to individual needs are described separately.
  15. FY2017RestatedAnnual report

    「We continued to hold individual seminars and other events conducted in prior periods and proposed financial products and trading methods that matched each customer's needs.」

    The company has reiterated its continued holding of individual seminars and its proposal of financial products and trading methods that match each customer's needs.
  16. FY2017-Q3RestatedAnnual report

    「We also continued to hold individual seminars and other events conducted in prior periods and focused on proposing new products that matched customer needs. Commission income was ¥155 million, or 83.0% of the prior-year period, partly due to weak market conditions through October.」

    The company has reiterated its continued holding of individual seminars and its proposal of new products that match customer needs.
  17. FY2017-Q2RestatedAnnual report

    「We also continued to hold individual seminars and other events conducted in prior periods and focused on proposing new products that matched customer needs. However, commission income remained sluggish, partly due to weak market conditions, at ¥92 million, or 73.7% of the prior-year period.」

    The company has reiterated its policy of continuing individual seminars held in prior periods and focusing on proposing new products that match customer needs.
  18. FY2017-Q1RestatedAnnual report

    「In customer-facing sales, we continued to hold individual seminars and focused on proposing new products that matched customer needs. However, commission income remained sluggish at ¥49 million, or 72.6% of the prior-year period.」

    The company has reiterated its initiative of continuing individual seminars and focusing on proposing new products that match customer needs.
  19. FY2016First statedAnnual report

    「We advanced our consulting business aimed at gaining a deeper understanding of customer needs by holding public seminars and individual seminars.」

    The company has advanced consultative sales aimed at understanding customer needs, using public and individual seminars as specific tools.
Moved together

"Proposal for Individual Investors to Use Market Derivatives Trading" moved the same way as this thread, in the same document, in 2 of its 19 moves.

222★123
  1. ★This thread
  2. 1Proposal for Individual Investors to Use Market Derivatives Trading2×
  3. 2Year-end dividend of ¥5 per share for the current period2×
  4. 3Strategic Holdings of Investment Securities and Portfolio Review2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

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The Kosei Securities's next results are scheduled for 2026-10-22. Read the earnings preview
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Gaining deeper insight into customer needs through seminars | The Kosei Securities Co.,Ltd. (8617) | Komori