Sales of stocks, investment trusts and foreign-currency-denominated bonds
First written in FY2016. 21 of 34 entries say "Advanced", first in FY2017-Q1. Latest entry: 2026-07-31.
0 other companies' latest entry also says "Restated".
- 2026-07-31RestatedEarnings
「We are working to expand our product lineup, including domestic and overseas equities, investment trusts and bonds, in line with customer needs.」
The company continues to state its policy of expanding its product lineup, including domestic and overseas equities, investment trusts and bonds. - FY2026RestatedAnnual report
「We are working to expand our product lineup, including domestic and overseas equities, investment trusts and bonds, in line with customer needs.」
We continue to pursue a policy of expanding the product lineup, including domestic and overseas equities, investment trusts and bonds, and conducting proposal-based sales in line with customer needs. - FY2026-H1RestatedAnnual report
「We are working to expand our product lineup, tailored to customer needs, to include domestic and overseas equities, investment trusts and foreign bonds.」
We continue to pursue a policy of expanding the product lineup, including domestic and overseas equities, investment trusts and foreign bonds, and conducting proposal-based sales. - FY2025-H1RestatedAnnual report
「Against this backdrop, we have made face-to-face sales rooted in the local community a core business, and are expanding our product lineup, including domestic and overseas equities, investment trusts and foreign bonds, to promote proposal-based sales tailored to customers’ needs. In addition, to help customers build assets soundly, we conduct customer-focused business operations, including investment trust accumulation campaigns.」
We continue to expand the product lineup, including domestic and overseas equities, investment trusts and foreign bonds, and to conduct proposal-based sales. - FY2024-Q1RestatedAnnual report
「We are working to expand our product lineup to include domestic and overseas equities, investment trusts and bonds.」
We continue to expand the product lineup, including domestic and overseas equities, investment trusts and bonds, as a means of proposal-based sales. - FY2023-Q2RestatedAnnual report
「Against this backdrop, we have made face-to-face sales rooted in the local community a core business, and are expanding our product lineup, including domestic equities, U.S. equities, investment trusts and structured bonds, to promote proposal-based sales tailored to customers’ needs.」
We have reconfirmed the expansion of the product lineup, including domestic equities, U.S. equities, investment trusts and structured bonds, and proposal-based sales. - FY2023-Q1RestatedAnnual report
「We are working to expand our product lineup to include domestic equities, U.S. equities, investment trusts and structured bonds.」
We have reconfirmed the expansion of the product lineup, including domestic equities, U.S. equities, investment trusts and structured bonds, as a means of proposal-based sales continuing from the previous fiscal year. - FY2022AdvancedAnnual report
「Against this backdrop, we made face-to-face sales rooted in the local community a core business pillar and worked to expand our product lineup by beginning to handle structured bonds in addition to domestic equities, U.S. equities and investment trusts expected to grow over the medium to long term.」
In addition to domestic equities, U.S. equities and investment trusts, we began handling structured bonds, expanding our product lineup. - FY2022-Q3AdvancedAnnual report
「We focused on domestic equities, U.S. equities and investment trusts expected to grow over the medium to long term, while promoting proposal-based sales by adding structured bonds to our product lineup from November.」
We continued to focus on domestic equities, U.S. equities and investment trusts, and expanded the products covered by our proposals by adding structured bonds to the lineup from November. - FY2022-Q2AdvancedAnnual report
「Specifically, we provided information on asset management, wealth building and inheritance planning by holding seminars via the web in addition to using telephone and direct mail. We continued to actively promote proposal-based sales of U.S. equities, domestic equities and investment trusts centered on the Fourth Industrial Revolution, including AI and IoT, genomics and environmental themes, which are expected to grow over the medium to long term.」
In addition to the previous focus on AI and IoT and genomics-related products, environmental products are now explicitly stated as a central focus of proposal-based sales. - FY2022-Q1AdvancedAnnual report
「Specifically, while taking measures such as refraining from customer visits by sales representatives due to the impact of COVID-19, we further strengthened information provision by holding seminars via the web in addition to using telephone and direct mail to assist customers with asset management and wealth building. We continued to actively promote proposal-based sales of U.S. equities, domestic equities and investment trusts centered on the Fourth Industrial Revolution, including AI and IoT, and genomics, which are expected to grow over the medium to long term. Handling commissions for offerings, secondary offerings and solicitation of sales to specified investors were ¥124 million, up 16.5% year on year, mainly due to higher sales commissions on investment trusts. Other customer fees received were ¥41 million, up 49.6%, mainly due to higher investment trust management fees.」
We continued proposal-based sales of AI- and IoT-related products, genomics-related products, U.S. equities, domestic equities and investment trusts, as well as information provision by telephone, direct mail and the web. Investment trust sales commissions increased 16.5% year on year, while other customer fees received, mainly comprising management fees, increased 49.6%. - FY2021RestatedAnnual report
「Specifically, while taking measures such as refraining from customer visits by sales representatives due to the impact of COVID-19, we further strengthened information provision by holding seminars via the web in addition to using telephone and direct mail to assist customers with asset management and wealth building. We continued to actively promote proposal-based sales of U.S. equities, domestic equities and investment trusts centered on the Fourth Industrial Revolution, including AI and IoT, and genomics, which are expected to grow over the medium to long term.」
While strengthening information provision methods during the pandemic, we continued proposal-based sales of AI- and IoT-related products, genomics-related products, U.S. equities, domestic equities and investment trusts. - FY2021-Q3AdvancedAnnual report
「Specifically, while taking measures such as refraining from customer visits by sales representatives due to the impact of COVID-19, we further strengthened information provision by holding seminars via the web in addition to using telephone and direct mail to assist customers with asset management and wealth building. We continued to actively promote proposal-based sales of U.S. equities, domestic equities and investment trusts centered on the Fourth Industrial Revolution, including AI and IoT, and genomics, which are expected to grow over the medium to long term. Brokerage commissions were ¥841 million, up 72.6% year on year, mainly because equity brokerage commissions increased to ¥809 million, up 72.2%.」
In addition to the previous focus on AI and IoT, genomics-related products were explicitly added to the scope of proposal-based sales. Amid the pandemic, information provision by telephone, direct mail and the web was strengthened, and brokerage commissions increased year on year. - FY2021-Q2AdvancedAnnual report
「We continued to actively promote proposal-based sales of U.S. equities, domestic equities and investment trusts centered on the Fourth Industrial Revolution, including AI and IoT, which are expected to grow over the medium to long term. Equity brokerage commissions were ¥468 million, up 87.6% year on year, and total brokerage commissions, including bonds and beneficiary certificates, were ¥494 million, up 88.9%.」
We continued proposal-based sales of products related to the Fourth Industrial Revolution, including AI and IoT, U.S. equities, domestic equities and investment trusts, and equity brokerage commissions and total brokerage commissions increased year on year. - FY2021-Q1AdvancedAnnual report
「Specifically, while taking measures such as refraining from customer visits by sales representatives due to the impact of COVID-19, we further strengthened information provision by telephone and direct mail to assist customers with asset management and wealth building. We continued to actively promote proposal-based sales of U.S. equities, domestic equities and investment trusts centered on the Fourth Industrial Revolution, including AI and IoT, and space development, which are expected to grow over the medium to long term. Equity brokerage commissions were ¥234 million, up 79.9% year on year, and total brokerage commissions, including beneficiary certificates, were ¥254 million, up 87.8%.」
Even amid the pandemic, we strengthened information provision by telephone and direct mail, and continued proposal-based sales of AI- and IoT-related products, space development-related products, U.S. equities, domestic equities and investment trusts. Equity brokerage commissions increased 79.9% year on year, and brokerage commissions including beneficiary certificates increased 87.8%. - FY2020RestatedAnnual report
「Specifically, while working to provide information to assist customers with asset management and wealth building, we continued to actively promote proposal-based sales of U.S. equities, domestic equities, investment trusts and foreign-currency-denominated bonds centered on the Fourth Industrial Revolution, including AI and IoT, and space development, which are expected to grow over the medium to long term.」
We continued proposal-based sales of products related to the Fourth Industrial Revolution and space development, U.S. equities, domestic equities, investment trusts and foreign-currency-denominated bonds. However, we stated that sufficient results could not be achieved due in part to deteriorating equity markets. - FY2020-Q3AdvancedAnnual report
「Specifically, we continued to actively promote proposal-based sales of U.S. equities, domestic equities and investment trusts centered on the Fourth Industrial Revolution, including AI and IoT, and space development, which are expected to grow over the medium to long term, while working to sell emerging-market and U.S. foreign-currency-denominated bonds. As stock trading volume increased, equity brokerage commissions were ¥470 million, up 10.0% year on year. Total brokerage commissions, including bonds and beneficiary certificates, were ¥487 million, up 8.6%. Handling commissions for offerings, secondary offerings and solicitation of sales to specified investors increased to ¥304 million, up 26.6%, due to higher sales commissions on foreign-currency-denominated bonds and investment trusts.」
We continued proposal-based sales of equities and investment trusts centered on the Fourth Industrial Revolution and space development, and sales of emerging-market and U.S. foreign-currency-denominated bonds. Equity brokerage commissions, total brokerage commissions, and handling commissions on foreign-currency-denominated bonds and investment trusts all increased year on year. - FY2020-Q2AdvancedAnnual report
「Specifically, we continued to actively promote proposal-based sales of U.S. equities, domestic equities and investment trusts centered on the Fourth Industrial Revolution, including AI and IoT, and space development, which are expected to grow over the medium to long term, while working to sell emerging-market and U.S. foreign-currency-denominated bonds.」
In addition to emerging-market foreign-currency-denominated bonds, the Company explicitly stated that it also worked to sell U.S. foreign-currency-denominated bonds. Sales commissions on foreign-currency-denominated bonds were ¥215 million, up 2.5% year on year. - FY2020-Q1AdvancedAnnual report
「Specifically, we continued to actively promote proposal-based sales of U.S. equities, domestic equities and investment trusts centered on the Fourth Industrial Revolution, including AI and IoT, and space development, which are expected to grow over the medium to long term, while working to sell emerging-market foreign-currency-denominated bonds.」
In addition to the previous products related to the Fourth Industrial Revolution, space development-related products are now explicitly stated as a focus of proposal-based sales. Proposals and sales of U.S. equities, domestic equities, investment trusts and emerging-market foreign-currency-denominated bonds also continue. - FY2019RestatedAnnual report
「We focused our product proposals on domestic and overseas equities and investment trusts related to the Fourth Industrial Revolution, including AI and IoT, and structural reform, which are expected to grow over the medium to long term, with the aim of improving customers' performance over the medium to long term. During the period, equity markets deteriorated due in part to increased concerns about a slowdown in the U.S. economy, preventing us from achieving sufficient results. We will nevertheless continue our proposal-based sales of domestic and overseas equities, investment trusts and emerging-market foreign-currency-denominated bonds, centered on the Fourth Industrial Revolution.」
We have continued proposal-based sales of domestic and overseas equities and investment trusts related to the Fourth Industrial Revolution, including AI and IoT, structural reform-related products, and emerging-market foreign-currency-denominated bonds, while noting that sufficient results could not be achieved during the period due to deteriorating equity markets. - FY2019-Q3AdvancedAnnual report
「Specifically, we continued to actively promote proposal-based sales centered on the Fourth Industrial Revolution, including AI and IoT, which are expected to grow over the medium to long term, as well as U.S. and domestic equities, while working to sell investment trusts and emerging-market foreign-currency-denominated bonds. Total trading income was ¥1,218 million, up 50.5% year on year.」
We continued proposals and sales of products related to the Fourth Industrial Revolution, U.S. equities, domestic equities, investment trusts and emerging-market foreign-currency-denominated bonds. Trading income was ¥1,218 million, up 50.5% year on year. Equity brokerage commissions, meanwhile, decreased 37.1% year on year. - FY2019-Q2AdvancedAnnual report
「Specifically, we continued to actively promote proposal-based sales centered on the Fourth Industrial Revolution, including AI and IoT, which are expected to grow over the medium to long term, as well as U.S. and domestic equities, while working to sell investment trusts and emerging-market foreign-currency-denominated bonds. Handling commissions for offerings, secondary offerings and solicitation of sales to specified investors increased to ¥210 million, up 10.4%. Other customer fees received increased to ¥106 million, up 20.7%, due to higher investment trust management fees.」
We continued proposals and sales of products related to the Fourth Industrial Revolution, U.S. equities, domestic equities, investment trusts and emerging-market foreign-currency-denominated bonds. Investment trust sales commissions were ¥210 million, and management fees were ¥106 million. - FY2019-Q1AdvancedAnnual report
「Specifically, we continued to actively promote proposal-based sales centered on the Fourth Industrial Revolution, including AI and IoT, which are expected to grow over the medium to long term, as well as U.S. and domestic equities, while working to sell investment trusts and emerging-market foreign-currency-denominated bonds. Handling commissions for offerings, secondary offerings and solicitation of sales to specified investors increased to ¥173 million, up 35.6%, due to higher sales commissions on investment trusts. Other customer fees received increased to ¥52 million, up 24.5%, due to higher investment trust management fees.」
We continued proposals and sales of products related to the Fourth Industrial Revolution, U.S. equities, domestic equities, investment trusts and emerging-market foreign-currency-denominated bonds. Investment trust sales commissions increased 35.6% year on year, and management fees increased 24.5%. Equity brokerage commissions, meanwhile, decreased 40.8% year on year. - FY2018AdvancedAnnual report
「We focused our product proposals on domestic and overseas equities and investment trusts related to the Fourth Industrial Revolution and structural reform, which are expected to grow over the medium to long term, with the aim of improving customers' performance over the medium to long term. As a result, holdings of investment trusts related to the Fourth Industrial Revolution and foreign equities increased, improving customer performance, while the number of referrals of new customers and the inflow of funds also increased. However, we consider these efforts to be only halfway complete and will continue them.」
We have positioned products related to the Fourth Industrial Revolution and structural reform at the center of proposals for domestic and overseas equities and investment trusts, and stated that holdings of related investment trusts and foreign equities, referrals of new customers, and fund inflows increased. - FY2018-Q3AdvancedAnnual report
「Specifically, we continued to actively promote proposal-based sales centered on the Fourth Industrial Revolution, including AI and IoT, which are expected to grow over the medium to long term, as well as U.S. equities, domestic equities and investment trusts, whose strong performance continued, while working to sell investment trusts and emerging-market foreign-currency-denominated bonds for which customer demand was high. As stock trading volume increased amid firm equity markets, equity brokerage commissions were ¥679 million, up 19.3% year on year. Total brokerage commissions, including bonds and beneficiary certificates, were ¥699 million, up 10.0%. Handling commissions for offerings, secondary offerings and solicitation of sales to specified investors increased to ¥250 million, up 143.2%, due to higher sales commissions on investment trusts. Other customer fees received increased to ¥134 million, up 18.7%, due to higher investment trust management fees, bringing total customer fees received to ¥1,092 million, up 28.1%.」
We continued proposals and sales of AI- and IoT-related products, U.S. equities, investment trusts, domestic equities and emerging-market foreign-currency-denominated bonds, and brokerage commissions, investment trust sales commissions and other customer fees received increased year on year. - FY2018-Q2AdvancedAnnual report
「Specifically, we continued to actively promote proposal-based sales centered on the Fourth Industrial Revolution, including AI and IoT, which are expected to grow over the medium to long term, as well as U.S. equities, investment trusts and domestic equities, whose strong performance continued, while working to sell investment trusts and emerging-market foreign-currency-denominated bonds for which customer demand was high.」
In addition to AI- and IoT-related products, the specific products targeted for proposals and sales now include U.S. equities, investment trusts, domestic equities and emerging-market foreign-currency-denominated bonds. Customer fees received were ¥708 million, and trading income was ¥526 million. - FY2018-Q1AdvancedAnnual report
「Specifically, we continued to actively promote proposal-based sales of investment trusts related to the Fourth Industrial Revolution, including AI and IoT, which are expected to grow over the medium to long term, as well as domestic and overseas equities, while working to sell investment trusts for which customer demand was high. As stock trading volume increased amid firm equity markets, equity brokerage commissions were ¥232 million, up 52.9% year on year. Total brokerage commissions, including bonds and beneficiary certificates, were ¥241 million, up 36.7%. Handling commissions for offerings, secondary offerings and solicitation of sales to specified investors increased to ¥127 million, up 266.9%, due to higher sales commissions on investment trusts.」
We continued proposal-based sales of AI- and IoT-related investment trusts and domestic and overseas equities, as well as investment trust sales, and equity brokerage commissions and investment trust sales commissions increased year on year. - FY2017AdvancedAnnual report
「Specifically, while continuing to promote sales of foreign-currency-denominated bonds for which customer demand was high, we actively provided customers with information by proposing equities and investment trusts related to the Fourth Industrial Revolution, including AI and IoT, which are expected to grow over the medium to long term, and by holding lectures and "daily seminars." Bond and other trading income was ¥1,050 million, up 196.0% year on year, due to increased earnings from foreign-currency-denominated bonds. Total trading income was ¥1,108 million, up 94.2%.」
We continued sales of foreign-currency-denominated bonds, proposals for AI- and IoT-related products, and information provision. Bond and other trading income was ¥1,050 million. - FY2017-Q3AdvancedAnnual report
「Specifically, while continuing to promote sales of foreign-currency-denominated bonds for which customer demand was high, we actively provided customers with information by proposing equities and investment trusts related to the Fourth Industrial Revolution, including AI and IoT, which are expected to grow over the medium to long term, and by holding lectures and daily seminars. Bond and other trading income was ¥718 million, up 866.1% year on year, due to increased earnings from foreign-currency-denominated bonds. Total trading income was ¥735 million, up 197.6%.」
While continuing sales of foreign-currency-denominated bonds, we added equities and investment trusts related to the Fourth Industrial Revolution, including AI and IoT, to the products covered by our proposals. Bond and other trading income from foreign-currency-denominated bonds was ¥718 million. - FY2017-Q2AdvancedAnnual report
「Specifically, we actively promoted proposal-based sales of equities, investment trusts and foreign-currency-denominated bonds considered promising over the medium to long term, while providing careful follow-up to customers. Bond and other trading income was a profit of ¥445 million, compared with a profit of ¥14 million in the same period of the previous year, due to increased earnings from foreign-currency-denominated bonds. Total trading income was a profit of ¥414 million, up 178.4% year on year.」
We continued proposal-based sales of equities, investment trusts and foreign-currency-denominated bonds, as well as customer follow-up, and trading income from foreign-currency-denominated bonds and other products increased from ¥14 million in the same period of the previous year to ¥445 million. - FY2017-Q1AdvancedAnnual report
「Bond and other trading income was a profit of ¥183 million, compared with a profit of ¥6 million in the same period of the previous year, due to increased earnings from foreign-currency-denominated bonds.」
As a result of initiatives involving proposals and sales of foreign-currency-denominated bonds, bond and other trading income increased year on year to a profit of ¥183 million. - FY2016First statedAnnual report
「Specifically, we worked to improve customers' investment performance by actively promoting proposal-based sales of equities, investment trusts and other products, while from the third quarter onward we also focused on selling foreign-currency-denominated bonds suited to customer needs.」
In addition to proposal-based sales of equities and investment trusts, we focused on selling foreign-currency-denominated bonds from the third quarter onward.