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    Taiki Okada

    Research Analyst at UBS Securities

    Taiki Okada is an Analyst at UBS Securities, specializing in Japanese equity research with a focus on financial firms and brokerage sector trends. He is known to cover companies such as Monex Group, regularly engaging management with detailed questions on brokerage strategies and commission trends, though specific performance metrics or investor rankings are not publicly disclosed. Okada joined UBS Securities Asia Limited in late 2022, previously serving as a representative at Millennium Capital Management (Hong Kong) Limited in asset management roles through mid-2024, highlighting a regional career in both buy-side and sell-side research functions. Professionally, he is registered as a Representative for 'Advising on securities' per SFC licensing records, confirming his regulated credentials in Hong Kong's financial industry.

    Taiki Okada's questions to ORIX (IX) leadership

    Taiki Okada's questions to ORIX (IX) leadership • Q3 2024

    Question

    Requested a detailed update on the US business environment across three areas: credit (specific asset class concerns), private equity (exit environment and pricing), and real estate (path to profit recovery and dependence on the MBS market).

    Answer

    The executive responded that in credit, they are focused on investment-grade assets and are cautious on higher-risk portions. In real estate, the agency business is recovering, but they are waiting for the origination environment to improve further before strengthening efforts. For private equity, the main challenge is the buyer's access to funding, as regional bank lending has not fully recovered, which is delaying exits.

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