Yamaguchi Financial Group, Inc. · TSE:8418

Yamaguchi Financial — Investor Presentation (May 2018)

56 slides from Yamaguchi Financial's investor presentation, May 28, 2018

  1. Slide 1: Yamaguchi Financial Group

    oY MEG Yamaguchi Financial Group

  2. Slide 2: Yamaguchi Financial Group

    oY MEG Yamaguchi Financial Group

  3. Slide 3: IF ERE ORE (7 I—Teita)

    Je] Ts! IF ERE ORE (7 I—Teita) NX S Yamaguchi Financial Group

  4. Slide 4: FG +10 +10 +28 +2 +32 +10 +23 +30

    FG +10 +10 2 +28 +2 26 +32 +10 9 9 +23 54 +30

  5. Slide 5: ERA OME (7 IL-7 ART)

    ERA OME (7 IL-7 ART) 3 56 Yamaguchi Financial Grou;

  6. Slide 6: BWEOAER (7 IL-7 ARRIT AB)

    BWEOAER (7 IL-7 ARRIT AB) 6.0 4,000 Yamaguchi Financial Grou

  7. Slide 7: 9bp 6bp 7bp

    9bp 6bp 7bp 8bp 3bp 5bp 5bp 2bp 1bp 2bp 3bp 2bp

  8. Slide 8: PRAM SAY OE

    PRAM SAY OE Yamaguchi Financial Group eee eee reer ee eee reer c reece eee re

  9. Slide 9: RBEEOKIE (TIT ARTS SE)

    RBEEOKIE (TIT ARTS SE) a | mais

  10. Slide 10: BEI at DAK?

    150 755 BEI at DAK? 44 417 36 35 Yamaguchi Financial Group

  11. Slide 11: Alia hIAUA (TITRE) BEAA—hIFTYA (FIL—-F ARTA S)

    Alia hIAUA (TITRE) BEAA—hIFTYA (FIL—-F ARTA S)

  12. Slide 12: BORALEORS (FOR Hi: )L—7 ART)

    BORALEORS (FOR Hi: 7 )L—7 ART) , Aa | 28/9 SA ] = gers; = J t +

  13. Slide 13: Yamaguchi Financial Group

    oY MEG Yamaguchi Financial Group

  14. Slide 14: Je} I er oO by TH ERE RUA (TIT BH) | sl Yamaguchi Financial

    Je} I er oO by TH ERE RUA (TIT BH) | sl Yamaguchi Financial Grou

  15. Slide 15: ( +14 +2 +5 +5 +0.7 3,000 0.7 P17

    ( +14 +2 16 10 +5 +5 +0.7 21 3,000 0.7 6 3 2 6 20 3 P17 10 2

  16. Slide 16: F LOSE ERM IAA (7 LF SRA)

    F LOSE ERM IAA (7 LF SRA)

  17. Slide 17: Yamaguchi Financial Group

    oY MEG Yamaguchi Financial Group

  18. Slide 18: Headline

    SEO SAE (Headline)

  19. Slide 19: FinTech

    30 41 18 8 // 2,399 5,321 8,221 // 76.4 73.4 65.9 2 5 22 2017 22,865 45 36 +9 34 35 +1 +1 FinTech

  20. Slide 20: NISA

    30 +10 (+) (+) +7 +1 +1 29 123 NISA 155 148 +7 // 117 117 +31 +0 29 2,730

  21. Slide 21: (H29 (H30 0.10 1,042

    365 382 342 30 316 259 (H29 (H30 0.10 1,042 853 774 797 2

  22. Slide 22: H29 H30 0 120 160 29/3 30/3 30/3 31/3 4,740 4,620 120 4,620 4,460

    29 30 240 360 114 H29 120 H30 100 50 10 10 40 30 30 30 20 100 120 160 29/3 30/3 30/3 31/3 4,740 4,620 120 4,620 4,460 160

  23. Slide 23: 1km 2.5 X   • • •  •

    1km 60 50 40 2 2.5 X  10 20  • 243 37 10 • •  54 10 • 19

  24. Slide 24: YMFG

    ita tet OC) $015 MB BEST Te PTY AA 1 ' 1 | eA | PPP/PFI 1 ' i

  25. Slide 25: IFA) R&C

    11 + YMAM IFA) YMLP YM-ZOP R&C Fintech

  26. Slide 26: Fintech

    Fintech 29 6 Airbnb Japan Fusic IT PayB AI THEO YMFG-ZONE

  27. Slide 27: 2006 ・・ ・ 2015 2016 2017 2018 2019

    2006 ・・ ・ 2015 2016 2017 2018 2019

  28. Slide 28: YMFG ZONE

    4 31 YMFGZONE 29 30 4 J2 Chance 45 29

  29. Slide 29: Ac 4(ZDLYT

    Ac 4(ZDLYT 31 3 2 8 30 Yamaguchi Financial Group

  30. Slide 30: CB 3 CB 3

    5/14 6/29 2018/3 2018/6 +15 15 30 2018 12 CB 3 2020 3 CB 3 10.38 13.38 29 22 3 4 2018/5/25 10.38 CB 1,351 or 109.56 or 12.33 2020 3 CB 3 10.38 13.38

  31. Slide 31: Yamaguchi Financial Group

    oY MEG Yamaguchi Financial Group

  32. Slide 32: Change the way, Refine the quality, Design the future.

    すべき Change the way, Refine the quality, Design the future.

  33. Slide 33: WADI FUY YLT L—-FORE

    WADI FUY YLT L—-FORE = ele ol Yamaguchi Financial Grou

  34. Slide 34: 131

    131 131 44 19 19 112 112 37 37 52 52

  35. Slide 35: HD YMFG H29/12

    PIPYMFGRYkI—F Se Fred acs = 0 H29/12

  36. Slide 36: YMFG7))—-FRELURREIXY/

    YMFG7))—-FRELURREIXY/ fi xMec ieee: Y om | WN DAF VY PLAT RUE Steves Gasvues @ YMFG WOI4tY ye LoL—F WOT YY PIL AIL-F, WovLnis Vv WRU SS) % HIRO SIs J4ALhLU—ARtSHt TA TLIY ONT 4 FRSA YM Lease Co.Ltd. HUBAYMFG ZONEFS IYI WIth +ee+xH—-K JA LAU ete vo = = YMES | D4 TAP YKVRIXYA 0060e- Yamaguchi Financia

  37. Slide 37: BRR RTC OLVT

    BRR RTC OLVT St — Whitin. Yamaguchi Financial Grou

  38. Slide 38: EAL 2O SE ERE OD HEE (LL SBA)

    |e] EAL 2O SE ERE OD HEE (LL SBA)

  39. Slide 39: F M2957 ERG OME (DACHT

    |<] F M2957 ERG OME (DACHT

  40. Slide 40: F AK

    |-] ul F AK 29 ZRAOMZ (At ALIN ERT) Yamaguchi Financial Grou;

  41. Slide 41: 29/3 30/3 30/3 2,100 2,104 +10 +8.0 1,937 2,500 1,936 264 37 264 30

    29/3 30/3 30/3 2,100 2,104 +10 +8.0 1,937 2,500 1,936 264 10 264 37 264 30 98 142 800 53 2,936 10,000 13,703 830 1,500 3,452 6 125 7 1,000 5 1,036 97 110 149 374 500 816 269 2,000 1,935

  42. Slide 42: HANFVAMGHEEVUIRGH

    HANFVAMGHEEVUIRGH

  43. Slide 43: BEAK OBB (F2R29469 A KE AK304E3 AR)

    BEAK OBB (F2R29469 A KE AK304E3 AR) | _——_—— Ss = | —— == | _d ~~ =z ES | Yamaguchi Financial Group

  44. Slide 44: BEAK OBB (5229463 A KE A304E3 AR)

    BEAK OBB (5229463 A KE A304E3 AR) = |_| = Yamaguchi Financial Group

  45. Slide 45: YAIR ABC

    YAIR ABC Yamaguchi Financial Group

  46. Slide 46: St Be lla AL Ot

    St Be lla AL Ot Yamaguchi Financial Grou

  47. Slide 47: 28.4 14.0 10.1 100.0 100.0 115.0 160.0 110.0 140.0 105.0 100.0 120.0 95.0 100.0

    29 28.4 2 14.0 5 10.1 3 22 100.0 24 100.0 115.0 160.0 110.0 140.0 105.0 100.0 120.0 95.0 100.0 90.0 : 30 1-2 85.0 80.0 H24 H25 H26 H27 H28 H29 H24 H25 H26 H27 H28 H29 H30 29

  48. Slide 48: 100.0 2.00 140.0 1.80 130.0 1.60 120.0 1.40 1.20 110.0 1.00 100.0 0.80 0.60

    22 100.0 4 2.00 140.0 1.80 130.0 1.60 120.0 1.40 1.20 110.0 1.00 100.0 0.80 0.60 90.0 H24 H25 H26 H27 H28 H29 H30 H24 H25 H26 H27 H28 H29 H30

  49. Slide 49: PRM TENS

    PRM TENS

  50. Slide 50: SARE (1) FH 30488

    SARE (1) FH 30488 Yamaguchi Financial Group

  51. Slide 51: FATE (2) ST HA

    FATE (2) ST HA Yamaguchi Financial Grou;

  52. Slide 52: Bi HES (AR)

    Bi HES (AR) Yamaguchi Financial Grou;

  53. Slide 53: FASE HES (AR)

    FASE HES (AR) Yamaguchi Financial Grou;

  54. Slide 54: WE AE Ae EE (5

    WE AE Ae EE (5 FHS) Yamaguchi Financial Grou;

  55. Slide 55: \) - FSH HERS

    Fi \) - FSH HERS Yamaguchi Financial Grou

  56. Slide 56: Slide 56

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