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IwaiCosmo Holdings (8707) · FactRestated

Shift from Savings to Wealth Building

First written in FY2019. 6 of 8 entries say "Restated". Latest entry: FY2024.

8entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2020-Q2 – FY20242019: 320192020: 220202021: 020212022: 020222023: 220232024: 12024
Same theme, other companies
Supporting Stable Wealth Accumulation for Individual CustomersA theme 8 companies write about · 0 as a headwind · 8 as a tailwind

3 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. FY2024RestatedAnnual report

    「In response to growing demand for asset building to achieve a comfortable retirement, the company strengthened support not only for novice investors but also for seniors, actively ran various campaigns, and focused on promoting transactions and acquiring new accounts.」

    Continued supporting novice investors and seniors in the context of asset building for an ageing society and retirement.
  2. FY2024-Q1RestatedAnnual report

    「Continued efforts to sell the Nomura PIMCO Global Income Strategy Fund, a bond fund expected to provide stable returns over the medium to long term, to support asset building in an ageing society, including in the era of 100-year lives.」

    Continued supporting asset building for an ageing society and the era of 100-year lives, and selling bond funds expected to provide stable returns over the medium to long term.
  3. FY2023RestatedAnnual report

    「Continued efforts to sell the Nomura PIMCO Global Income Strategy Fund, a bond fund expected to provide stable returns over the medium to long term, to support asset building in an ageing society, including in the era of 100-year lives.」

    Continued supporting medium- to long-term asset building for an ageing society and the era of 100-year lives, and providing bond funds designed to generate stable returns.
  4. FY2020RestatedAnnual report

    「In investment trusts, in addition to offering funds investing in 5G-related opportunities and US technology companies, which are expected to achieve high growth over the medium to long term, the company worked to sell bond funds expected to provide stable returns and increase their assets under management, supporting individual asset building in an ageing society.」

    Continued positioning its offering as support for individual asset building in an ageing society and the era of 100-year lives, and providing bond funds designed to generate stable returns.
  5. FY2020-Q3RestatedAnnual report

    「In investment trusts, in addition to offering funds expected to achieve high growth over the medium to long term, including 5G-related funds, the company focused on selling bond funds expected to provide stable returns over the medium to long term, positioning them as products for individuals building assets in an ageing society, including for the era of 100-year lives.」

    Continued positioning its offering as support for individual asset building in an ageing society and the era of 100-year lives, and focused on selling bond funds expected to provide stable returns over the medium to long term.
  6. FY2020-Q2RestatedAnnual report

    「In investment trusts, the company focused on selling funds expected to achieve high growth over the medium to long term, including the Next Generation Communications Global Equity Strategy Fund, which invests in 5G-related opportunities, and Alliance International Technology Portfolio, which invests in technology companies that create innovation. It also strengthened its offering of bond funds expected to provide stable returns over the medium to long term, positioning them as products for asset building in an ageing society, including for the era of 100-year lives.」

    Continued positioning its offering as support for asset building in an ageing society and the era of 100-year lives, and proceeded to strengthen its offering of bond funds expected to provide stable returns over the medium to long term.
  7. FY2020-Q1ReframedAnnual report

    「To support asset building in the era of 100-year lives, the company strengthened its offering of bond funds expected to provide stable returns over the medium to long term, including the Short-Term Australian Dollar Bond Open Fund and the Nomura PIMCO Global Income Strategy Fund.」

    The discussion of asset building expanded from the social-structural shift from savings to asset building to strengthening products offering stable medium- to long-term returns for the era of 100-year lives.
  8. FY2019First statedAnnual report

    「The shift in funds from savings to asset building, a longstanding challenge for the financial industry, is now viewed as a requirement of the times arising from changes in social structures, and this trend is expected to accelerate going forward.」

    Against the backdrop of the development of NISA, iDeCo and other schemes, positioned the shift in funds from savings to asset building as a requirement of the times arising from changes in social structures.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
IwaiCosmo Holdings's next results are scheduled for 2026-10-23. Read the earnings preview
News
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Shift from Savings to Wealth Building | IwaiCosmo Holdings,Inc. (8707) | Komori