SMBC Group's Financial and Credit Portfolio slide image

SMBC Group's Financial and Credit Portfolio

Asset quality – securities portfolio(1) - Breakdown of other securities (consolidated) Equity holdings (Sep. 23) B/S amount Unrealized gains (losses) (JPY bn) Reduction Consent of sales*2 (JPY bn) Sep. 23 vs Mar. 23 Sep. 23 vs Mar. 23 200 Held-to-maturity Available for sales Stocks (domestic) Bonds (domestic) o/w JGBs 212.2 +46.6 39,439.5 +6,974.6 2,093.5 (1.7) (1.3) 180 +178.4 3,800.6 +455.2 12,958.5 (219.0) 2,426.2 +481.4 (120.0) (55.8) FY3/23 58 120 9,512.1 (64.2) (64.5) (28.1) Consent of Sales Others 22,680.5 +6,738.4 (212.6)*1 (247.2) o/w Foreign bonds 19,103.0 +6,021.5 (1,114.3) Unrealized gains Risk volume is controlled by hedging and others (JPY tn) Stocks (domestic) Bonds (domestic) Others (417.0) FY3/22 +JPY 58 bn 67 62 62 1.9 2.9 FY3/21 55 2.3 2.1 1.9 2.3 2.4 2.0 1.9 1.3 Mar. 20 Mar. 21 Mar. 22 Mar. 23 Sep. 23 *1 The difference between foreign bonds and others is unrealized gain on foreign stocks *2 Excl. investments after Mar. 20 for the business alliance purpose *3 Sep. 23: 32.2%, incl. balance of deemed held shares in numerator *4 FY3/27-29 FY3/21-3/23 31 Mar. 23 Sep. 23 Mar. 26 Reduction plan Reduce JPY 200 bn in 3 years (FY3/24-26) Aim for <20% market value to consolidated net assets *3 during the period of next Medium-Term Management Plan*4 Copyright © 2023 Sumitomo Mitsui Financial Group. All Rights Reserved. 14
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