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FIDEA Holdings (8713) · PolicyReframed

Contributing to regional revitalization as a community-based, broad-based financial group

First written in FY2016. 14 of 20 entries say "Restated". Latest entry: FY2026.

20entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018 – FY2021-Q3RestatedFY2022 – FY2023-Q3RestatedFY2025-H1 – FY2026-H12016: 120162017: 120172018: 320182019: 420192020: 120202021: 220212022: 320222023: 220232024: 120242025: 120252026: 12026
Same theme, other companies
A corporate group that grows with local communities as the region’s best partnerA theme 21 companies write about · 0 as a headwind · 21 as a tailwind

FIDEA Holdings moved to the "Worse" side of this theme in 2026.

The whole theme swung hardest in 2023: 2 of 9 companies on the "Worse" side.

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

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.
Showing 14 of the 21 companies compared. The sentences above are computed from all 21.
Full recordFilings, disclosures and news, newest first
  1. FY2026ReframedAnnual report

    「As the first year of the Sixth Medium-Term Management Plan, fiscal 2026 will see the completion of the planned merger of Shonai Bank and Hokuto Bank in January 2027 and the early realization of merger synergies. The Group will also actively work to enhance financial intermediation in the region and support management improvement and business revitalization for business partners, while pursuing thorough consultative sales and strengthening the earnings power of its markets division.」

    The previous direction of community focus, customer support and regional development has been organized into the next stage, centered on the Sixth Medium-Term Management Plan, the bank merger, financial intermediation and consultative sales, and stronger earnings power in the markets division.
  2. FY2026-H1RestatedAnnual report

    「In fiscal 2023, FIDEA Group launched its Fifth Medium-Term Management Plan, “Transformation for Sustainable Regional Development.” To improve customer satisfaction (CS) and, ultimately, corporate value through thorough customer support and a stronger management foundation, the Group is implementing six basic policies, including strengthening customer support capabilities, rebuilding its securities portfolio, reforming its cost structure and improving employee satisfaction (ES).」

    The Group has reaffirmed the objectives of the Fifth Medium-Term Management Plan and its direction centered on strengthening customer support capabilities and the management foundation.
  3. FY2025-H1RestatedAnnual report

    「In fiscal 2023, FIDEA Group launched its Fifth Medium-Term Management Plan, “Transformation for Sustainable Regional Development.” To improve customer satisfaction (CS) and, ultimately, corporate value through thorough customer support and a stronger management foundation, the Group is implementing six basic policies, including strengthening customer support capabilities, rebuilding its securities portfolio, reforming its cost structure and improving employee satisfaction (ES).」

    The Group has reaffirmed the framework of the Fifth Medium-Term Management Plan and its direction of strengthening customer support capabilities, the management foundation and corporate value.
  4. FY2024-Q2ReframedAnnual report

    「In fiscal 2023, FIDEA Group launched its Fifth Medium-Term Management Plan, “Transformation for Sustainable Regional Development.” To improve customer satisfaction (CS) and, ultimately, corporate value through thorough customer support and a stronger management foundation, the Group is implementing six basic policies, including strengthening customer support capabilities, rebuilding its securities portfolio, reforming its cost structure and improving employee satisfaction (ES).」

    The framework of the plan was revised from the previous Fourth Medium-Term Management Plan to the Fifth Medium-Term Management Plan, “Transformation for Sustainable Regional Development,” which identifies improvements in customer satisfaction and corporate value as new objectives.
  5. FY2023-Q3RestatedAnnual report

    「Under its three-year Fourth Medium-Term Management Plan, which began in fiscal 2020, FIDEA Group is seeking to strengthen top-line revenue by practicing consultative sales that address the needs and challenges of business partners, while working on fundamental reforms to its cost structure.」

    The Group continues to pursue top-line revenue growth through consultative sales under the Fourth Medium-Term Management Plan, together with fundamental reforms to its cost structure.
  6. FY2023-Q2RestatedAnnual report

    「Under its Fourth Medium-Term Management Plan, which began in fiscal 2020, FIDEA Group is seeking to strengthen top-line revenue by practicing consultative sales that address the needs and challenges of business partners, while working on fundamental reforms to its cost structure.」

    The Group continues to pursue top-line revenue growth through consultative sales under the Fourth Medium-Term Management Plan, together with fundamental reforms to its cost structure.
  7. FY2022RestatedAnnual report

    「To make our beloved Tohoku, which faces various challenges, shine again, we will combine the best wisdom we possess, share a spirit of passion and challenge, and think and act to improve the future of the customers before us.」

    The Group continues to uphold the new group management philosophy established in April 2021, reaffirming its focus on Tohoku, customers’ futures, wisdom, passion and challenge.
  8. FY2022-Q3ReframedAnnual report

    「As a wide-area financial group rooted in Tohoku and cultivating new value, FIDEA Group is working to realize its management philosophy of “making Tohoku a source of happiness and hope,”」

    The previous philosophy of community focus and regional development has been linked to a sustainability policy aimed at realizing the management philosophy of “making Tohoku a source of happiness and hope.”
  9. FY2021ReframedAnnual report

    「In April 2021, FIDEA Group established a new management philosophy shared by Shonai Bank and Hokuto Bank. To make our beloved Tohoku, which faces various challenges, shine again, we will combine the best wisdom we possess, share a spirit of passion and challenge, and think and act to improve the future of the customers before us.」

    The previous philosophy of community focus and regional development was revised into a new group management philosophy encompassing the revitalization of beloved Tohoku, the sharing of wisdom, passion and a spirit of challenge, and the improvement of customers’ futures.
  10. FY2021-Q3RestatedAnnual report

    「Under its Fourth Medium-Term Management Plan, which began in fiscal 2020, FIDEA Group is seeking to strengthen top-line revenue by practicing consultative sales that address the needs and challenges of business partners, while working on fundamental reforms to its cost structure.」

    The Group continues to pursue revenue growth through consultative sales under the Fourth Medium-Term Management Plan, together with fundamental reforms to its cost structure.
  11. FY2020-Q3RestatedAnnual report

    「Under its Third Medium-Term Management Plan, FIDEA Group is seeking to shift to a business model centered on consulting capabilities that address the needs and challenges of business partners, while also working to transform its management structure into a robust one through initiatives to achieve drastic cost reductions.」

    The Group continues to pursue a shift to a business model centered on consulting capabilities, together with a transformation to a robust management structure through drastic cost reductions.
  12. FY2020-Q2RestatedAnnual report

    「Under its Third Medium-Term Management Plan, FIDEA Group is seeking to shift to a business model centered on consulting capabilities that address the needs and challenges of business partners, while also working to transform its management structure into a robust one through initiatives to achieve drastic cost reductions.」

    The Group continues to pursue a shift to a business model centered on consulting capabilities, together with a transformation to a robust management structure through drastic cost reductions.
  13. FY2020-Q1RestatedAnnual report

    「Under its Third Medium-Term Management Plan, FIDEA Group is seeking to shift to a business model centered on consulting capabilities that address the needs and challenges of business partners, while also working to transform its management structure into a robust one through initiatives to achieve drastic cost reductions.」

    The Group has reaffirmed its pursuit of a shift to a business model centered on consulting capabilities under the Third Medium-Term Management Plan, together with a transformation to a robust management structure through drastic cost reductions.
  14. FY2019RestatedAnnual report

    「The Group has launched its Third Medium-Term Management Plan, aiming to “continue contributing to regional development as a community-based wide-area financial group” and “establish a robust management foundation that supports the sustainable growth of customers and local communities.”」

    The Group continues to pursue community focus, contribution to regional development and the establishment of a robust management foundation supporting sustainable growth.
  15. FY2019-Q3RestatedAnnual report

    「Under its Third Medium-Term Management Plan, FIDEA Group is seeking to shift to a business model centered on consulting capabilities that address the needs and challenges of business partners, while also working to transform its management structure into a robust one through initiatives to achieve drastic cost reductions.」

    The Group continues to pursue a shift to a business model centered on consulting capabilities, together with a transformation to a robust management structure through drastic cost reductions.
  16. FY2019-Q2RestatedAnnual report

    「Under its Third Medium-Term Management Plan, FIDEA Group is seeking to shift to a business model centered on consulting capabilities that address the needs and challenges of business partners, while also working to transform its management structure into a robust one through initiatives to achieve drastic cost reductions.」

    The Group continues to pursue a shift to a business model centered on consulting capabilities under the Third Medium-Term Management Plan, together with a transformation to a robust management structure through drastic cost reductions.
  17. FY2019-Q1RestatedAnnual report

    「We are working to transform our management structure into a robust one through initiatives to achieve drastic cost reductions.」

    The previously stated goal of establishing a robust management foundation continues in the form of transforming the management structure through drastic cost reductions.
  18. FY2018RestatedAnnual report

    「The Group has launched its Third Medium-Term Management Plan, aiming to “continue contributing to regional development as a community-based wide-area financial group” and “establish a robust management foundation that supports the sustainable growth of customers and local communities.”」

    The Group continues to emphasize community focus, contribution to regional development and the establishment of a management foundation supporting sustainable growth.
  19. FY2017ReframedAnnual report

    「The Group has launched its Third Medium-Term Management Plan, aiming to “continue contributing to regional development as a community-based wide-area financial group” and “establish a robust management foundation that supports the sustainable growth of customers and local communities.”」

    The previous philosophy of community focus and regional revitalization has been broadened to emphasize continued contribution to regional development and the establishment of a management foundation supporting the sustainable growth of customers and local communities.
  20. FY2016First statedAnnual report

    「Leveraging our broad geographic reach across prefectural borders and our diversity as strengths, we aim to satisfy customers and contribute to regional revitalization. Our group philosophy is to “continue providing high-quality financial information services as a community-based ‘wide-area financial group,’”」

    The group explicitly identifies broad geographic reach, community focus, customer satisfaction and regional revitalization as its philosophy.
Moved together

"Increase in Non-Performing Loans and Credit Costs" moved the same way as this thread, in the same document, in 3 of its 20 moves.

333322★123456
  1. ★This thread
  2. 1Increase in Non-Performing Loans and Credit Costs3×
  3. 2Decline in the Value of Securities Due to Fluctuations in Interest Rates, Stock Prices, Bond Prices and Exchange Rates3×
  4. 3Market contraction due to population decline and an ageing society3×
  5. 4Tangible Asset Risks from Natural Disasters and Declines in Asset Prices3×
  6. 5Increase in Ordinary Income, Ordinary Profit and Profit Attributable to Owners of the Parent2×
  7. 6Pressure on Financial Institutions to Transform Their Operations under Negative Interest Rates2×

★ 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.

When this could move next
No upcoming earnings preview for FIDEA Holdings yet.
News
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Contributing to regional revitalization as a community-based, broad-based financial group | FIDEA Holdings Co.Ltd. (8713) | Komori