Archive

  • Comment: 'Why not give us more money?' How stock analysts piled pressure on Sompo at 1H results

    21 November 2024

    CFO Masahiro Hamada politely answered one underlying question from analysts yesterday

  • Sompo doubles the pace of strategic share sales in H1

    20 November 2024

    CFO vows not to decelerate further offloads, and doubles full-year target to JPY 400bn

  • Investments blow tailwinds in three MS&AD units, in 1H results

    20 November 2024

    Bond-value recoveries, equity sell-downs and better results benefit non-life, life and foreign divisions

  • APAC Weekly - Japan's insurers seek fresh business (and investments) beyond the horizon

    05 November 2024

    A trend gaining quite some traction is overseas expansion, among both general and life insurers as buyers, from Japan, involving a fairly widely-spread mix of targets

  • Strategic stake sell-downs "positive" for credit profile of Japan's major non-lifers

    30 July 2024

    S&P Global Ratings expects the proceeds to be major profit driver for sellers this year

  • Sompo's foreign business improves investment income by 47% in Q1

    12 July 2024

    SIH benefitted from reallocating tactically on yield curve in 2023, CFO says

  • Sompo wants overseas credit to replace strategic equity sales

    21 May 2024

    Group plans eliminating strategic holdings by fiscal 2030

  • Comment: The strong case for ESG investing 'with national characteristics'

    29 February 2024

    From green bonds to "animal attack" insurance, underwriters have an endless list of locally-appropriate ESG actions to take

  • Comment: Share prices suggest insurers' shareholders might not care much about the 'G' in ESG

    26 February 2024

    Shareholders of Japan's insurers pocketed 150% since Q1 2020 while the Topix made 98% - so do the sector's governance issues matter?

  • Sompo brands strategic equities a "Japanese governance issue", which it plans to axe

    19 February 2024

    Incoming CEO wants "nothing" of such holdings, as sell-down accelerates