敵対的買収防衛策マニュアル

Size: px
Start display at page:

Download "敵対的買収防衛策マニュアル"

Transcription

1 IR

2 3 Passion for the Best

3

4 ,783 13, GranTokyo North Tower

5 MMF JASDAQ 2004 SMA 2005 SMBC SMBC 2006

6 SMBC 4 SMBC SMBC

7 2,500 2,000 1, ,

8

9

10 17.5% 2.8% 4.0% 51.3% 10.7% 26.6% 4.6% 1, % 3.1% 53.2% 9.8% 26.6% 4.5% 1, % 13.3% 7.1% 14.0% 30.8% 31.4% 3.4% 40.5

11 CSR CSR SRI CSR SRI FTSE4Good Index Dow Jones Sustainability World Index DJSI World 8

12 1/ No / / No.1 1/ /3/ /11/

13 Passion for the Best 2008

14

15 3,500 ROE 15% 3, /3 11 No

16 GDP % CPI 0.8% % % 99.5 / TOPIX , ,714 M&A DIR 17 11

17 600 GDP GDP DIR GDP +2.5% +2.4% +6.9% +9.9% DIR DIR DIR

18 10 80,000 70,000 60,000 50,000 40,000 30,000 20,000 10, /03 01/3 02/3 03/3 04/3 05/3 06/3 06/9 06/12 16,693 14,452 15,309 16,266 23,276 28,901 44,956 49,754 55,657 38,179 38,365 25,953 18,128 15,755 13,504 13,522 12,547 13,269

19 2008 1, No.1 SMA

20 % /1Q 04/2Q 04/3Q 04/4Q 05/1Q 05/2Q 05/3Q 05/4Q 06/1Q 06/2Q 06/3Q

21 /1H 03/2H 04/1H 04/2H 05/1H 05/2H 06/1H 06/3Q /1H 03/2H 04/1H 04/2H 05/1H 05/2H 06/1H 06/3Q 3 SMA

22 5

23 % 7.5% % % /6 05/9 05/12 06/3 06/6 06/9 06/12 0.0% /3 6

24 SMA No SMA 2, ,140 2,000 2,000 1,500 SMA 0.8% , % 48.1% 16.4% 0 05/3 05/6 05/9 05/12 06/3 06/6 06/9 06/ %

25 3.675%

26

27 2008 SMBC 1,900 No.1 M&A No.1 M&A 1 + CB+ CB+ +REIT + + +ABS 2 M&A /

28 3, ,000 CB 3,000 NS Preferred Capital Limited 3, %

29 M&A 2006 M&A CB1,100 7 M&A UBS 64% 10 SMBC M&A --- M&A - M&A

30 4, / M&A MBO /3 03/3 04/3 05/3 05/9 06/3 06/12

31

32 DIR SMA

33 2006 3

34 2006 3Q 2Q '06.2Q Q 3Q 242, , % 662, , % 845, , , % 383, , % 579,358 87,968 82, % 249, , % 325,199 55,929 41, % 142, , % 260,651 26,754 17, % 66,881 84, % 139,948 14,493,949 14,300,872 14,493,949 14,486,363 14,898,890 1,186,895 1,142,402 1,186, ,596 1,028, , , , , ,081 EPS BPS ROE 12.1% 8.3% 10.6% 16.2% 19.4% ROE 3Q SMBC 19.5% 9.2% 3Q 17.3% 7.9% * 2006 **

35 3 ROE 10% % 2006 No % % /1H 03/2H 04/1H 04/2H 05/1H 05/2H 06/1H 06/3Q 3 ROE 0

36 2006 3Q ( ) SMBC 77, % 167, % 231, % 41, % 7, % 114, % 126, % 32, % 67, % 52, % 66, % 8, % 71, % 52, % 67, % 9, % % Q ( ) 60.0% 100.0% SMBC * 66, % 13, % 8, , % 7, % 4, % 4,216-36, % 6, % 3, % 3,600-10, % 7, % 3, % 3,642-10, % 100.0% 44.0% 46.3% * SMBC SMBC

37 2005 2% 2% 4% 21% 1% 39% 14% 14% 4%

38 ~ ~?

39

40 CSR IR

41 30% %

42

43 * 2006 * ,000 4, ,000 2,000 5, ,000 5,

44 18.3 % % % 40% < > , , , %

45 Moody's Baa1 - Baa1 P-2 A2 P-1 Standard & Poor's BBB+ A-2 BBB+ A-2 A- A-2 A a-1 A a-1 A a-1 A+ - A /11 A- A 10/17 A A+

46 0 5,000 10,000 15,000 20,000 25,000 30,000 35,000 SMBC 28,115 30,680 2, ,169 4,484 2,742 3,886 14,905 06/12 26,765 29,174 1, ,075 4,001 2,557 3,660 14,516 06/ ,429 2,420 2,443 2,330 2,226 2,115 1,966 2,003 1,955 1,904 1,805 1,713 1,720 1,696 2,068 2,155 2,378 2,234 2,144 2,238 2,301 3,642 3,642 3,217 2,663 2,254 2,015 1,831 3,644 3,615 3,502 3,494 3,407 3,272 3,102 14,551 16,005 15,447 13,003 11,848 11,712 10,992 26,254 27,662 26,735 23,464 21,609 21,080 19,920 28,677 30,129 29,187 25,753 23,765 23,226 22,027 06/6 06/3 05/12 05/9 05/6 05/3 04/12

47 SMBC SMBC 18.5% 24.4% 37.8% 30.2% 41.2% SMBC SMBC 17.1% 20.3% 17.9% 20.3% 25.0% UFJ UFJ SMBC SMBC 16.0% 16.2% 14.7% 17.3% 11.5% 10.1% 13.1% 7.1% 17.1% 6.8% 8.6% 12.0% 6.7% 5.7% 4.5% SMBC ABS ABS + CB+ CB+ +REIT M&A AD :

48 ETF 10 6,000 % 12 5, , ,000 2,000 3,475 4,253 5, ,000 1,376 1,399 1,687 2, /3 04/9 05/3 05/9 06/3 06/9 06/12 0

49 IR TEL: FAX: URL:

2 3 4 5 SMBC 6 SMBC 7 SMBC 8 9 10 11 12 13 SMBC 14 SMBC 15 SMBC 16 17 18 19 20 21 22

2 3 4 5 SMBC 6 SMBC 7 SMBC 8 9 10 11 12 13 SMBC 14 SMBC 15 SMBC 16 17 18 19 20 21 22 20052 20051028 2005 2 20051028 2 3 4 5 SMBC 6 SMBC 7 SMBC 8 9 10 11 12 13 SMBC 14 SMBC 15 SMBC 16 17 18 19 20 21 22 '05.1Q 2Q 1Q 4Q 3Q 2Q 1H 1H '04.1H 26,301 17,964 46.4% 22,498 16,791 16,873 44,266 44,596-0.7%

More information

SMBC 1

SMBC 1 2004911 N Time to Catch the Big Wave 2004 1 2004911 SMBC 1 2004 1 3 12 Time to Catch the Big Wave 28 CSR 33 2 2004 1 4 2004 1 FY2004 1Q FY2003 4Q '03.4Q FY2003 1Q '03.1Q FY2003 124,660 122,991 1.4% 111,996

More information

ビッグバンの検証と今後の課題

ビッグバンの検証と今後の課題 200111 1 2 MMF 984 MMF 20016 3.7 1.3 MMF MMF 3 ETF 20017 225 TOPIX S&P/TOPIX150 8 ETF 200010 ETF 3,000 ETF 2001111 4 9812 5 5 6 9812 7 20013 2 8 9 9812 98 10 91 3,288 3 2000 2,309 90 15.3 4 2000 9.4 90

More information

Sysmex_Report_2017

Sysmex_Report_2017 2017 2017 2016 4 1 2017 3 31 1-5-1 651-0073 Tel 078-265-0500 Fax 078-265-0524 www.sysmex.co.jp 1 2 Sysmex Report 2017 Sysmex Way Sysmex Way 5 13 55 76 31... 5 CEO... 13... 31 CSR... 57 10... 77... 7...

More information

PDF用 レポート:中国保険市場の現状と展望.PDF

PDF用 レポート:中国保険市場の現状と展望.PDF 1 INDEX 2 4 9 13 24 29 2 3 4 1000 900 800 700 600 500 400 300 200 100 0 90 91 92 93 94 95 96 97 98 99 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 100% 50% 0% 89 90 91 92 93 94 95 96 97 98 99 5 6 7 8 9

More information

SRI106-5.indd

SRI106-5.indd SRI 2012.3 No.106 237 SRI 2012.3 No.106 238 SRI 2012.3 No.106 239 240 SRI 2012.3 No.106 SRI 2012.3 No.106 241 242 SRI 2012.3 No.106 SRI 2012.3 No.106 243 244 SRI 2012.3 No.106 SRI 2012.3 No.106 245 246

More information

富士通グループのCSRマネジメント:富士通グループCSR報告書2015

富士通グループのCSRマネジメント:富士通グループCSR報告書2015 CSR 05 CSR 16 22 07 CSR 17 SRI 10 CSR 18 ISO26000 CSR CSR FUJITSU Way 4 CSR 05 CSR 16 22 07 CSR 17 SRI 10 CSR 18 ISO26000 CSR CSR FUJITSU Way 1935 FUJITSU Way CSR FUJITSU Way FUJITSU Way 2008 4 1 FUJITSU

More information

PowerPoint プレゼンテーション

PowerPoint プレゼンテーション 200831012 200810-12 200810-12 200710-12 669 749 700 7.0 % 70 116 99 16.5 % 599 633 600 5.4 % 331 331 312 6.0 % 328 328 308 6.5 % 191 191 171 11.4 % EPS 322 322 283 13.6 % 5,928 5,928 6,048-2.0 % EPS

More information

有価証券報告書_手数料及び税金(第18期)

有価証券報告書_手数料及び税金(第18期) (1) (2) (3) () 30 80 50 115 115 39 () 31 2,000 () 29 29 100 0.6 365 131 12 () () 29 100 0.8 () 12 200 (a) (g) (a) 50 2,000,000 (b) 50 1,000 0.0175 (c) 1,000 2,000 0.015 (d) 2,000 3,000 0.01 (e) 3,000 5,000

More information

1

1 1 5% 4% 11% 8% 13% 12% 10% 6% 17% 6% 8% 4% 6% 6% 2% 17% 17% 12% 14% 16% 6% 37% 11% 17% 35% 2 (N=6,239) 0 200 400 600 800 1,000 1,200 1,400 1,600 1,800 1,585 1,126 950 494 345 296 242 263 191 150 131 116

More information

OVERVIEW Our Sustainability ALSOK 1 ALSOK 1 P P.12 3 P.26 4 ALSOK 8 P.9

OVERVIEW Our Sustainability ALSOK 1 ALSOK 1 P P.12 3 P.26 4 ALSOK 8 P.9 CSR REPORT 2013 CSR 2013 2331 OVERVIEW Our Sustainability ALSOK 1 ALSOK 1 P.10 2 7 2 P.12 3 P.26 4 ALSOK 8 P.9 ALSOK ALSOK CSR 5 P.8 6 6 P.19 7 3 4 P.18 5 8 P.20 ALSOK CSR Report 2013 1 OVERVIEW Our Corporate

More information

1. 2

1. 2 1. 2. 3. 2008 10 SBI SBI 44 1 1. 2 1. CB 3 1. 10 / 4 1. 1945 1956 1966 65 47 S&P AAA/Aaa 5 1. 6 2. GDP 7 8 2-1. 1 ~ US US Bloomberg BNP 2-1. 1 ~ 20041210 100 Bloomberg BNP 9 2-2. 2 ~GDP GDP 200712 GDP

More information

21322* IR * 2 * 1 *1 *2 *3 IRIR *4 *5 *6 *7 *8 * 4 * 3 * 7 * 3 FATCA VBI VBI M&A M&A * 4 * 7 * 5 ALM * 9 * 8 * 8 * 6

21322* IR * 2 * 1 *1 *2 *3 IRIR *4 *5 *6 *7 *8 * 4 * 3 * 7 * 3 FATCA VBI VBI M&A M&A * 4 * 7 * 5 ALM * 9 * 8 * 8 * 6 213 25121 6 J. J.C. M. 3 22 VBI 211 1 J.C. 21322*9 25126 IR * 2 * 1 *1 *2 *3 IRIR *4 *5 *6 *7 *8 * 4 * 3 * 7 * 3 FATCA VBI VBI M&A M&A * 4 * 7 * 5 ALM * 9 * 8 * 8 * 6 2312 3 213 6 13 5 15 4 16 2 4 5 9

More information

1

1 1 2 60 50 40 30 20 10 0 20183 20193 3 4 5 6 7 8 130 115 120 110 110 105 100 100 90 95 80 90 70 85 60 80 50 10/31 2/29 6/30 10/31 2/28 6/30 10/31 2/28 6/30 10/31 11/15 2016 2017 2018 // 75 12/29 1/29 2/28

More information

1) IT IR CSR 120 DAIWA SECURITIES GROUP ANNUAL REPORT 2010

1) IT IR CSR 120 DAIWA SECURITIES GROUP ANNUAL REPORT 2010 p120 p126 p130 p131 p133 DAIWA SECURITIES GROUP ANNUAL REPORT 2010 119 1) 2010 7 1 IT IR CSR 120 DAIWA SECURITIES GROUP ANNUAL REPORT 2010 121 DAIWA SECURITIES GROUP ANNUAL REPORT 2010 CEO COO SMBC PI

More information

,036,469 75,804,088 6,550,116 7,131,589 36,168,131 38,196, , ,527 4,409,940 3,621,810 22,449,980 22,333,

,036,469 75,804,088 6,550,116 7,131,589 36,168,131 38,196, , ,527 4,409,940 3,621,810 22,449,980 22,333, 1932 1 22 23 23 3 31 24 3 31 8,102,186 6,618,725 9 1,228,294 940,108 6,873,891 5,678,617 261,540 526,068 96,665 203,768 402,928 726,677 26,580 21,171 9 509,773 626,146 9 3,623,461 3,777,835 9 368,868 344,047

More information

untitled

untitled 23 211 1 17 1 1 9 8 29 9 3 1 6 +11% +6%+9% +1%+7% +9%+22% +17% +6%+62%+68% 7-9 GDP 4 2 2 1 1 - -1-1 -2-2 3 1DI 116 12 6 12 6 12 6 12 6 12 6 12 6 12 6 12 6 12 6 12 92 8 1. DI 2. 12 UFJ 1 12 9 2% 1 2 211

More information