¥300 billion in assets under custody, including ¥100 billion in investment trusts, by the end of March 2020
First written in FY2017. 3 of 12 entries say "Worsened", first in FY2020. Latest entry: FY2026.
Maruhachi Securities moved to the "Worse" side of this theme in 2019.
The whole theme swung hardest in 2023: 2 of 8 companies on the "Worse" side.
6 other companies' latest entry also says "Advanced".
- FY2026AdvancedAnnual report
「In the medium-term management plan formulated in October 2025, the company set targets of ¥360 billion in assets under custody and an 8.0% return on equity (ROE) by the end of March 2028. At the end of the fiscal year under review, assets under custody totaled ¥320.3 billion and ROE was 8.7%.」
Against the target of ¥360 billion in assets under custody as of the end of March 2028, assets under custody at the end of the fiscal year under review totaled ¥320.3 billion, an increase from the level under the previous plan. - 2026-04-30RestatedEarnings
「We have also formulated a medium-term management plan covering the period from April 2025 to March 2028」
The company reaffirmed its medium-term management plan through March 2028, including its framework for priority measures, expanding its sales base and stabilizing its earnings structure. - FY2026-H1RaisedAnnual report
「③ Numerical targets We aim to achieve the following targets as of the end of March 2028. The figures in parentheses are as of the end of March 2025. 1) Assets under custody: ¥360.0 billion (¥249.091 billion)」
The target for assets under custody was raised from the previous ¥240 billion as of the end of March 2025 to ¥360 billion as of the end of March 2028. - FY2024AdvancedAnnual report
「In the medium-term management plan formulated in September 2022, the company set targets of ¥240 billion in assets under custody and ¥150 million in monthly investment trust contributions by the end of March 2025. At the end of the fiscal year under review, assets under custody totaled ¥266.7 billion and monthly investment trust contributions totaled ¥116 million.」
Against the target of ¥240 billion in assets under custody as of the end of March 2025, actual assets at the end of the fiscal year under review were ¥266.7 billion, exceeding the target. Monthly investment trust contributions were ¥116 million, leaving a shortfall against the ¥150 million target. - FY2023WorsenedAnnual report
「Under the medium-term management plan formulated in September 2022, we aim to achieve assets under custody of ¥240 billion and monthly investment fund contributions of ¥150 million by the end of March 2025. At the end of the fiscal year, assets under custody amounted to ¥193.0 billion, and monthly investment fund contributions amounted to ¥56 million.」
Against the target of ¥240 billion in assets under custody as of the end of March 2025, actual assets at the end of the fiscal year under review were ¥193 billion. The new plan's target was maintained, while the shortfall is shown numerically. - FY2023-Q2SoftenedAnnual report
「③ Numerical targets We aim to achieve the following targets as of the end of March 2025. The figures in parentheses are as of the end of March 2022. 1) Assets under custody: ¥240.0 billion (¥197.734 billion)」
The target was changed from ¥320 billion as of the end of March 2022 to ¥240 billion as of the end of March 2025. The deadline was extended and the target amount was lowered. - FY2022WorsenedAnnual report
「Under the medium-term management plan revised in April 2019, we aim to build assets under custody to ¥320 billion by the end of March 2022, including ¥100 billion in investment fund assets. At the end of the fiscal year, assets under custody amounted to ¥197.8 billion, including ¥33.1 billion in investment fund assets.」
At the end of the target period for ¥320 billion in assets under custody and ¥100 billion in investment trusts, actual results were ¥197.8 billion and ¥33.1 billion, respectively, indicating that the numerical targets were not achieved. - FY2021AdvancedAnnual report
「In the medium-term management plan revised in April 2019, the company set a target of increasing assets under custody to ¥320 billion by the end of March 2022, including ¥100 billion in investment trust balances. At the end of the fiscal year under review, assets under custody totaled ¥194.8 billion, including ¥34.7 billion in investment trust balances.」
The targets of ¥320 billion in assets under custody and ¥100 billion in investment trusts by the end of March 2022 were maintained, while year-end results increased from ¥155.1 billion and ¥24.8 billion, respectively, in the previous fiscal year to ¥194.8 billion and ¥34.7 billion. - FY2020WorsenedAnnual report
「In the medium-term management plan revised in April 2019, the company set a target of increasing assets under custody to ¥320 billion by the end of March 2022, including ¥100 billion in investment trust balances. At the end of the fiscal year under review, assets under custody totaled ¥155.1 billion, including ¥24.8 billion in investment trust balances.」
The targets of ¥320 billion in assets under custody and ¥100 billion in investment trusts by the end of March 2022 were maintained, but year-end results were ¥155.1 billion and ¥24.8 billion, respectively. - FY2019SoftenedAnnual report
「In the medium-term management plan revised in April 2019, the company set a target of increasing assets under custody to ¥320 billion by the end of March 2022, including ¥100 billion in investment trust balances.」
The target for assets under custody was lowered from the previous ¥370 billion to ¥320 billion, and the deadline was extended from the end of March 2021 to the end of March 2022. The sub-target of ¥100 billion in investment trusts was maintained. - FY2018RaisedAnnual report
「In the medium-term management plan revised in March 2018, the company set a target of increasing assets under custody to ¥370 billion by the end of March 2021, including ¥100 billion in investment trust balances.」
The target for assets under custody was raised from the previous ¥300 billion to ¥370 billion, while the deadline was changed to the end of March 2021. The sub-target of ¥100 billion in investment trusts was maintained. - FY2017First statedAnnual report
「In the medium-term management plan revised in March 2017, the company set a target of increasing assets under custody to ¥300 billion by the end of March 2020, including ¥100 billion in investment trust balances.」
The revised medium-term management plan newly set numerical targets of ¥300 billion in assets under custody by the end of March 2020, including ¥100 billion in investment trusts.