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    Sasaki

    Vice President and Senior Equity Analyst at Nubanken Securities

    Takashi Sasaki is a Vice President and Senior Equity Analyst at Nubanken Securities, specializing in Japanese financial institutions and regional banking sector research. He covers leading firms such as Mitsubishi UFJ Financial Group, Sumitomo Mitsui Financial Group, and Mizuho Financial Group, with a performance record that includes a 68% success rate and above-average returns according to independent analyst ranking platforms. Sasaki began his career at Mizuho Securities in 2011 before transitioning to Nubanken Securities in 2018, where he advanced to his current role through a series of high-impact reports and industry workshops. He holds FINRA Series 7 and 63 licenses and has been recognized internally for his insights into market reform impacts on the regional banking landscape.

    Sasaki's questions to ORIX (IX) leadership

    Sasaki's questions to ORIX (IX) leadership • Q1 2026

    Question

    Asked for details on the drivers of the Q1 base profit increase, its sustainability in future quarters, and clarification on what it means for the full-year guidance to be 'under review'.

    Answer

    The Q1 base profit was solid but included some one-off technical items. However, the company expects to maintain the momentum of achieving over JPY 100 billion in base profit per quarter. The term 'under review' for the guidance means a thorough reassessment is being conducted based on actual performance and the current outlook, not just a simple calculation. It does not imply a negative turn but rather a commitment to providing a well-reasoned, solid revised forecast.

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    Sasaki's questions to SMPNY leadership

    Sasaki's questions to SMPNY leadership • Q2 2024

    Question

    The analyst asked about the future quantitative impact of the Bigmotor and cartel scandals on the business and whether their negotiating stance with repair shops would change. He also inquired about the slowing top-line growth in the overseas business and its future outlook.

    Answer

    The company expects a qualitative impact from drastic reforms but cannot quantify it yet, and their negotiating stance with repair shops will not change. The overseas growth slowdown is a deliberate result of portfolio optimization for better profitability, not a sign of long-term weakness, and they expect reasonable growth ahead.

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