SBI Leasing Service

Basic Information

Stock Code
5834
Industry
Securities, commodity futures trading industry
Category Detail
Investment
Prefecture
Tokyo
Establishment Year
April 2017
Listing Year
October 2022
Official Website
https://www.sbils.co.jp/
TSE Information
TSE Information
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Overview

SBI Leasing Service is an emerging investment company established in 2017 and based in Tokyo, engaging in business investments and leasing operations.

Current Situation

SBI Leasing Service listed on the Tokyo Stock Exchange in 2022 and is engaged in new businesses such as aircraft leasing and business investments. In recent years, it has strengthened its financial structure and is building a solid revenue base, with corporate revitalization and investment/lending through its own funds as main pillars. In the competitive investment market, it is advancing expansion strategies leveraging strong ties with the SBI Group. In the aircraft leasing sector, it is diversifying asset management through partnerships with Daiwa Securities Group and others. It promotes sustainable investments, focusing on portfolio formation considering ESG factors. From 2025 onward, it aims to expand fund size and investment opportunities both domestically and internationally, pursuing mid- to long-term growth. It is also enhancing human resources and governance to build a framework that increases transparency and trust. It is attracting attention from media including Nikkei and continues to expand its presence in the domestic investment market.

Trivia

Interesting Facts

  • As a relatively young company established in 2017, it is in a growth phase.
  • An important business entity supporting the SBI Group's overall financial operations.
  • Its affluent-client products in aircraft leasing are attracting attention in the Japanese market.
  • Competes with several prominent domestic investment firms.
  • Strategic collaboration with Daiwa Securities Group's aircraft leasing business.
  • Operates funds strong in corporate revitalization support.
  • Frequent personnel information coverage in Nikkei articles, emphasizing talent development.
  • Diversifies revenue base through a wide variety of leasing businesses.
  • Proactive in introducing digital investment management systems.
  • Focusing on ESG investment areas in recent years.
  • Handles a broad range of investment deals without specializing in specific industries.
  • Active investments in joint ventures and venture companies.
  • Efficient operations from its compact base in Tokyo.
  • Agile management characterized by young leadership.
  • The aircraft leasing market is highly capital-intensive.

Hidden Connections

  • Has close capital relationships and business collaborations with financial companies within the SBI Group.
  • Strengthened capital alliance with Daiwa Securities Group through entry into aircraft leasing business.
  • In venture capital business, sometimes shares or co-invests deals with competitor investment firms.
  • Utilizes industry-specific expert networks for portfolio company revitalization support.
  • ESG investment promotion aligns with the overall SBI Group strategy.
  • Business alliance with Daiwa Securities is creating new developments in the domestic aircraft leasing market.
  • Collaborates with multiple regional financial institutions to increase presence in Japan's financial market.
  • Fund formation sometimes involves technical alliances with foreign fund operators.

Future Outlook

Growth Drivers

  • Increasing demand for aircraft leasing domestically and internationally
  • Growing social interest in ESG investments
  • Synergy effects from SBI Group financial collaborations
  • Rapid response to diversifying business investment opportunities
  • Business efficiency improvements through digital technology utilization
  • Expansion of asset management needs for affluent clients
  • Increasing investments in renewable energy
  • Expansion of investment funds in overseas markets
  • Business expansion opportunities from financial deregulation
  • Improved trust through strengthened risk management
  • Innovative management decisions by young leadership
  • Proactive investment posture toward emerging markets

Strategic Goals

  • Triple the current business investment fund size
  • Enter domestic top 3 in aircraft leasing business
  • Achieve over 50% ESG investment assets ratio
  • Optimize investment management operations through digitalization
  • Deepen financial service collaborations within SBI Group
  • Aggressive expansion into new business areas and revenue growth
  • Strengthen global investment network
  • Sophisticate governance structure and ensure transparency
  • Improve investor returns through maximized asset management efficiency
  • Strengthen social contribution activities and sustainability framework

Business Segments

Business Investment and Corporate Revitalization

Overview
Supports corporate growth and restructuring through proprietary accounts or managed funds.
Competitiveness
Support system leveraging SBI Group's financial expertise
Customers
  • Listed companies
  • Unlisted companies
  • Mid-sized and small enterprises
  • Companies undergoing management restructuring
  • Venture companies
Products
  • Investment fund management
  • Corporate revitalization support
  • Investment and lending services

Asset Leasing Services

Overview
Provides diverse asset leasing to improve customers' capital investment efficiency.
Competitiveness
High leasing management capabilities and creditworthiness
Customers
  • Airlines
  • Transportation companies
  • Manufacturing companies
  • Trading companies
  • Financial institutions
Products
  • Aircraft leasing
  • Industrial equipment leasing
  • IT equipment leasing

Fund Management

Overview
Provides asset management opportunities through diverse investment products.
Competitiveness
Access to a variety of investment opportunities
Customers
  • Institutional investors
  • High-net-worth investors
  • Retail investors
Products
  • Investment trust funds
  • Private equity
  • Real estate-related funds

Aircraft Finance

Overview
Provides financial support for aircraft transactions to maximize operational efficiency.
Competitiveness
Industry-specific expertise and experience
Customers
  • Airlines
  • Leasing companies
  • Financial institutions
Products
  • Aircraft finance structuring
  • Contract building support

Portfolio Company Support

Overview
Provides multifaceted support aimed at enhancing the value of portfolio companies.
Competitiveness
Integration of financial investment and management support
Customers
  • Portfolio company management
  • Industry experts
Products
  • Management improvement support
  • Business strategy development support

Risk Management and Consulting

Overview
Provides risk mitigation measures and support for the latest regulations.
Competitiveness
Extensive financial knowledge and track record
Customers
  • Corporations
  • Financial institutions
  • Investors
Products
  • Risk assessment services
  • Compliance support

Global Investment Strategy Support

Overview
Provides information and networks to promote overseas investments.
Competitiveness
Know-how from international expansion
Customers
  • Overseas investors
  • Domestic companies
Products
  • Overseas investment opportunity introductions
  • Market analysis services

Financial Product Development

Overview
Creates financial products tailored to market needs.
Competitiveness
Flexibility to respond quickly to market trends
Customers
  • Retail investors
  • Institutional investors
Products
  • New financial product planning
  • Investment strategy development

Real Estate Leasing Business

Overview
Supports optimal utilization of real estate through leasing.
Competitiveness
Comprehensive management expertise
Customers
  • Commercial facility operators
  • Real estate management companies
Products
  • Real estate leasing
  • Facility management support

Technology Utilization Support

Overview
Provides asset and investment support to promote technological innovation.
Competitiveness
Collaboration with the latest technology trends
Customers
  • Venture companies
  • IT companies
Products
  • IT investment support
  • System implementation support

Energy-Related Investments

Overview
Investment support and operations for sustainable energy businesses.
Competitiveness
ESG-focused investment approach
Customers
  • Renewable energy operators
  • Infrastructure investors
Products
  • Project investments
  • Fund management

Education and Training Services

Overview
Provides education to enhance financial knowledge and skills.
Competitiveness
Abundant educational resources from the SBI Group
Customers
  • Internal personnel
  • External client companies
Products
  • Financial education programs
  • Investment skills training

Competitive Advantage

Strengths

  • Strong brand support from the SBI Group
  • Synergies from diverse financial service collaborations
  • Solid financial base and funding capabilities
  • Rapid decision-making and flexible business development
  • Expertise in aircraft leasing
  • Experience in venture capital business
  • Extensive customer network and relationships
  • Risk management capabilities based on specialized knowledge
  • Broad fund management expertise
  • High adaptability to the domestic economy
  • Compliance with laws and transparent governance
  • Agility unique to a young organization
  • Extensive asset management capabilities
  • Aggressive asset diversification strategy
  • Management support capabilities for portfolio companies

Competitive Advantages

  • High funding capacity leveraging group financial resources
  • Diversified portfolio formation in aircraft leasing
  • Specialized revitalization support system in business investments
  • Diverse portfolio company network in investment fund deployment
  • Proactive investment stance and flexibility in emerging markets
  • Enhanced reliability through SBI Group brand
  • Rapid and flexible management decisions and market responsiveness
  • High risk assessment capabilities and risk hedging implementation
  • Deep understanding of customer base across wide industries
  • Accumulated knowledge and expertise specialized in aviation industry
  • Competitive strengthening through specialized talent development
  • Achieves sustainable management by promoting ESG investments
  • International expansion capabilities through multinational fund management
  • Establishment of superior position in niche areas of specific markets
  • Transparency in financial information and comprehensive investor relations

Threats

  • Deterioration of investment environment due to domestic and international economic fluctuations
  • Economic sensitivity of the aircraft leasing market
  • Price competition from intensifying competitor investment firms
  • Business constraints risk from strengthened financial regulations
  • Asset impairment risk from sudden natural disasters
  • Challenges in responding to rapid changes in new financial technologies
  • Loss risk from deteriorating performance of portfolio companies
  • Funding difficulties risk from credit rating decline
  • Impact of global resource price surges
  • Overseas investment risk from political instability
  • Increased difficulty in asset sales due to declining market liquidity
  • Revenue fluctuations associated with exchange rate risks

Innovations

2022: Strengthening funding through initial bond issuance

Overview
Issued the first corporate bond to strengthen the financial base.
Impact
Reduced funding costs and secured funds for business expansion

2023: Entry into aircraft leasing business

Overview
Launched aircraft leasing business in collaboration with Daiwa Securities Group.
Impact
Expanded lineup of new investment products for affluent clients

2023: Introduction of digital investment management system

Overview
Improved investment management efficiency with the latest digital platform.
Impact
Enhanced asset management efficiency and risk management capabilities

2024: Strengthening ESG investment strategy

Overview
Formulated investment policy emphasizing environment, society, and governance.
Impact
Improved investor trust and sustainability

2024: Expansion and diversification of fund size

Overview
Diversified investment areas by establishing multiple new funds.
Impact
Expanded investment opportunities and strengthened revenue base

Sustainability

  • Formulation of ESG policy and incorporation into investment decisions
  • Promotion of green leasing product development
  • Introduction of measures to reduce environmental impact
  • Social contribution activities through collaboration with local communities
  • Building transparent governance structure
  • Promotion of workforce diversity
  • Strengthening corporate governance
  • Introduction of energy-saving equipment
  • Promotion of sustainable fund operations
  • Sophistication of risk management system
  • Publication of environmental reports
  • Promotion of ESG dialogue with customers