OKASAN SECURITIES GROUP INC. (8609) Stock Price

The Okasan Securities Group operates a diverse range of businesses centered on financial instruments trading. Its main operations include buying and selling securities, acting as an intermediary for such transactions, underwriting and public offerings, handling private placements, and managing and operating investment partnership assets. The group also provides related services including information processing, administrative outsourcing, and real estate management.

The Okasan Securities Group operates as a single segment under "Investment and Financial Services." Detailed segment information is omitted. The group includes domestic consolidated subsidiaries such as Okasan Securities Co., Ltd., Okasan Niigata Securities Co., Ltd., and Sanko Securities Co., Ltd., each engaged in financial instruments trading.

The group also operates internationally through overseas consolidated subsidiaries, including Okasan International (Asia) Limited, providing international financial services. Additionally, the group has equity method affiliates such as SBI Okasan Asset Management Co., Ltd., which offer asset management and investment services.

Based on financial instruments trading regulations, the Okasan Securities Group determines materiality thresholds for insider trading restrictions using consolidated financial figures. This approach ensures strict regulatory compliance and the provision of reliable financial services.

The Okasan Securities Group has established a five-year medium-term management plan beginning in fiscal year 2023 to achieve sustainable growth. The plan is guided by three core strategies: strengthening One-to-One marketing, advancing platform capabilities, and evolving corporate branding, all aimed at enhancing enterprise value.

In the plan's first year, Okasan Securities Corporation expanded its sales foundation and launched banking services under "Okasan BANK" and fund wrap services under "Okasan UBS Fund Wrap." These initiatives promote comprehensive consulting that addresses customers' total assets, with the goal of increasing assets under management and expanding recurring revenue streams.

The Group has also launched a securities platform business to support the transition of securities companies into financial product intermediaries. By leveraging resources within and outside the Group to build a unique network, the company strengthens its securities business capabilities and works to provide diverse products and solution services.

Additionally, to enhance employee experience value (EX), the Group introduced a new human resources system effective April 2025. This positions the company as one where "each individual can maximize their potential," aiming to become an employer of choice for diverse talent.

The Okasan Securities Group defines its purpose as contributing to "customers' lives" as financial professionals, and aspires to be the best partner by consistently meeting customer needs through sincere service. To realize its growth strategy, the Group is advancing digitalization across all areas and working toward sustained improvement in enterprise value.