Sign in

    Sato

    Research Analyst at JPMorgan Security

    No verifiable information about an analyst named Sato at JPMorgan Security was found. No LinkedIn profile, coverage details, performance metrics, career timeline, or professional credentials associated with a Sato at JPMorgan Security appear in available sources. If further details or alternate search terms can be provided, a more thorough investigation may yield relevant information.

    Sato's questions to ORIX (IX) leadership

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

    Question

    Asked about the risks associated with ORIX's U.S. business, the potential impact of U.S. tariffs and changes in renewable energy incentives on strategy and assets, and the company's overall view on its U.S. exposure.

    Answer

    The company acknowledged a challenging environment for its U.S. operations, particularly in real estate, leading to a conservative stance and some impairments. They are shifting focus to asset management and counter-cyclical businesses like Hilco Global. The direct impact from U.S. renewable energy policy changes is considered limited, and the global renewable energy strategy remains flexible, evidenced by the Greenco and AM Green transactions.

    Ask Fintool Equity Research AI

    Sato's questions to NOMURA HOLDINGS (NMR) leadership

    Sato's questions to NOMURA HOLDINGS (NMR) leadership • Q1 2026

    Question

    Sato from JPMorgan Securities sought confirmation on how special factors, specifically the Macquarie acquisition costs and phishing compensation, were allocated across business segments. He also asked if the JPY 670 billion ETF outflow in Investment Management had stabilized by June.

    Answer

    CFO Hiroyuki Moriuchi clarified that the Macquarie and phishing-related costs were booked in the corporate/headquarters account, not within a specific business segment. He also confirmed that the ETF outflow situation had settled by the end of June, attributing the large outflow to the specific activities of certain investors.

    Ask Fintool Equity Research AI