UNIVA・Oak Holdings

Basic Information

Stock Code
3113
Industry
Securities, Commodity Futures Trading
Category Detail
Investment
Prefecture
Tokyo
Establishment Year
February 1918
Listing Year
May 1949
Official Website
https://univahld.com/
TSE Information
TSE Information
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Other Companies
AI Fusion Capital Group, Shinto HD, Merchant Bankers, Axas HD, Dream Incubator, SBI Leasing Service, Integral, Mercuria Holdings, Avix, Japan Asia Investment, JAFCO Group

Overview

UNIVA・Oak Holdings is a comprehensive investment holding company founded in 1918 with its head office in Minato-ku, Tokyo, and is one of the leading companies in the industry with pillars of diversified business investments, brand management, and corporate support.

Current Situation

UNIVA・Oak Holdings recorded consolidated sales of approximately 2 billion yen for the fiscal year ended March 2023, posting an operating loss, but is focusing on sustainable corporate regeneration support and diverse business investments. Its core business is financial services centered on investment banking, through which it conducts M&A and business regeneration support via Sterling Securities. It is also diversifying into clean energy, digital marketing, media, and resort businesses. Since 2021, it has shifted to value co-creation corporate support, actively pursuing stock acquisition rights investments and corporate nurturing for small and medium-sized enterprises. Subsidiaries also plan and sell solar power generation systems and beauty- and health-related products, strengthening efforts in environmental and healthcare fields. Through these diversified business initiatives, it is exploring growth opportunities and changed its name to UNIVA・Oak Holdings in October 2023. Moving forward, it plans to promote business expansion domestically and internationally, aiming for investment diversification and enhancement of corporate value.

Trivia

Interesting Facts

  • Originally founded in 1918 as Asahi Seimo Co., Ltd., a company with a long history.
  • Previously engaged in mobile phone sales business but has withdrawn.
  • Rare investment company with a subsidiary operating a golf course in Hawaii.
  • Has capital and business alliance with Christofle Japan.
  • Owns over 86% of Karuizawa FM Broadcasting shares and operates regional media.
  • Changed name to UNIVA・Oak Holdings in 2023.
  • Representative Director and President is Hideji Inaba, also serving as Chairman.
  • Acquired by Hirotomo Takei of Chisanh Group, promoting transformation into an investment company.
  • Expanding business scope with subsidiaries across diverse industries.
  • Audited by Japanbashi Office of Auditing Firm.

Hidden Connections

  • Former name was Hirata Spinning, historically diversified from spinning and netting businesses.
  • Backed by Chisanh Group, with deep ties to real estate business.
  • Has capital and business alliance with Christofle Japan Co., Ltd.
  • OAK HAWAII RESORT&GOLF in Hawaii is a core overseas subsidiary.
  • Strong ties with regional communities through Karuizawa FM Broadcasting.
  • Invests in multiple listed companies as a venture capital.
  • Representative Director Chairman and President Hideji Inaba has long served as a manager within the group.
  • North Energy withdrew from mobile phone sales and shifted to solar power generation.

Future Outlook

Growth Drivers

  • Increasing demand for corporate support for SMEs
  • Market expansion in environmental energy sector
  • Rising demand for digital marketing
  • Growth in beauty and health products amid aging society
  • Recovery in domestic and international resort and tourism industries
  • Strengthening of ESG investments and sustainability measures
  • Revenue base expansion through diversified investment funds
  • New business development leveraging technology
  • Digital shift in locally rooted media
  • Expected increase in corporate regeneration cases domestically and internationally
  • Synergy effects among diversified subsidiaries
  • Management stability from stabilized shareholder composition

Strategic Goals

  • Expansion and diversification of sustainable investment business
  • Fivefold increase in clean energy business sales
  • Strengthening revenue structure in digital marketing business
  • Market share expansion in beauty and health products
  • Enhanced digital distribution and audience expansion for regional media
  • Expansion of overseas development in resort business
  • Thorough promotion of ESG and sustainability responses
  • Nationwide rollout of investment support for SMEs
  • Group-wide shift to operating profit black ink
  • Advanced corporate governance

Business Segments

Investment and Corporate Regeneration Support

Overview
Diverse investment business services aimed at corporate growth support and reconstruction.
Competitiveness
Diverse investment methods and track record in corporate nurturing
Customers
  • Small and medium enterprises
  • Venture companies
  • Executives of companies undergoing reconstruction
  • Financial institutions
  • Investment funds
Products
  • M&A brokerage
  • Corporate regeneration consulting
  • Stock acquisition rights investments
  • Investment fund operations
  • Fundraising support

Clean Energy Provision

Overview
Provides solar power solutions that contribute to reducing environmental impact.
Competitiveness
Regionally focused facility planning and management
Customers
  • Local governments
  • Homeowners
  • Business operators
  • Public facilities
Products
  • Solar power generation systems
  • Power generation facility management services
  • Renewable energy consulting

Media Operations

Overview
Regional media business supporting locally rooted information dissemination.
Competitiveness
Utilization of diverse broadcasting channels
Customers
  • Local residents
  • Advertisers
  • Chambers of commerce
  • Local governments
Products
  • FM radio broadcasting
  • Internet streaming
  • Regional event media

Resort Operation Services

Overview
Provides high-quality services centered on golf courses in Hawaii.
Competitiveness
Expertise and customer networks in overseas operations
Customers
  • Tourists
  • Golf enthusiasts
  • Event organizers
Products
  • Golf course operations
  • Resort facility management
  • Event operation support

Digital Marketing Support

Overview
Support services to streamline online customer acquisition.
Competitiveness
Specialized expertise and support system
Customers
  • Small and medium enterprises
  • E-commerce operators
  • Advertising agencies
  • Sole proprietors
Products
  • Website creation
  • Advertising acquisition services
  • Management tool provision

Beauty & Healthcare Product Planning and Sales

Overview
Planning, development, and sales of products specialized in health and beauty.
Competitiveness
Proprietary ingredient development and quality control
Customers
  • Beauty salons
  • Health-conscious consumers
  • Mail-order companies
Products
  • Beauty supplements
  • Health foods
  • Lifestyle improvement products

Shared Services Operations

Overview
Outsourcing to support back-office efficiency.
Competitiveness
Broad operational experience and responsiveness
Customers
  • Corporate general affairs departments
  • Accounting departments
  • HR departments
Products
  • Accounting outsourcing
  • HR outsourcing
  • Management support

Brand Operation Management

Overview
Management and sales support for high-end brand products domestically and internationally.
Competitiveness
Fusion of traditional craftsmanship and market recognition
Customers
  • High-end consumers
  • Department stores
  • Specialty stores
Products
  • Cutlery products
  • Lacquerware products
  • High-end apparel

Competitive Advantage

Strengths

  • Risk diversification through diversified business operations
  • Strong expertise in investments and corporate regeneration
  • Brand power based in Minato-ku, Tokyo
  • Extensive subsidiary network
  • Reliability based on long history
  • Enhanced expertise in environment and beauty fields
  • Locally rooted media operations
  • Overseas resort business expansion
  • Relationships with diverse portfolio companies
  • Specialized marketing support capabilities
  • Provision of back-office efficiency
  • Comprehensive service lineup
  • Stable financial base
  • Track record in proprietary brand operations
  • Audited by Japanbashi Office of Auditing Firm

Competitive Advantages

  • Capable of multifaceted responses from investments to business support and brand operations
  • Business expansion through subsidiaries spanning multiple industries
  • Enhanced social value through entry into clean energy business
  • High customer satisfaction from proprietary marketing services
  • Securing local markets through regionally collaborative media operations
  • Strength in overseas markets with Hawaii resort business
  • Response to market needs with beauty and health product planning
  • Efficiency support via back-office outsourcing
  • Long market listing history and historical credibility
  • Stable funding base through alliances with major shareholders
  • Broad growth opportunities via diverse investment approaches
  • Well-established stable corporate governance system
  • Abundant track record and experience utilized in management decisions
  • Transparency from Tokyo Stock Exchange Standard Market listing
  • Expected synergy effects among group businesses

Threats

  • Risk of continued operating and net losses
  • Impact from deteriorating performance of portfolio companies
  • Business revenue instability due to domestic and international economic fluctuations
  • Intensifying competition in new business areas
  • Increased business costs from stricter environmental regulations
  • Rising ESG compliance demands and associated costs
  • Funding instability from stock market volatility
  • Risk of impact from changes in capital partners' management conditions
  • Risk of declining advertising revenue in regional media business
  • Risk of infectious diseases or reduced tourists in overseas resort business
  • Obsolescence of existing business models due to technological innovations
  • Declining demand trends from Japan's shrinking population

Innovations

2021: Full shift to corporate support business

Overview
Renewed business model from investment banking to value co-creation corporate support.
Impact
Contributes to expansion of SME investment business and development of new revenue sources.

2022: Solar power facility development at North Energy

Overview
Promoting expansion of clean energy business centered on Sapporo, Hokkaido.
Impact
Contributes to regional environmental efforts and dissemination of renewable energy.

2023: Enhanced digital marketing support services

Overview
Implemented advanced advertising and management tools at Univa Jiron.
Impact
Improved customer satisfaction and increased new customer acquisition.

2023: Expansion of beauty and health product planning and sales business

Overview
Univa Fusion begins development of innovative healthcare products.
Impact
Enhanced brand recognition in health-conscious markets.

Sustainability

  • Environmental impact reduction through solar power generation business
  • Environmental awareness activities via locally rooted media
  • Regional economic revitalization through corporate support business
  • Promotion of natural material use in beauty and health products
  • Resource reduction through back-office efficiency