Nomura Holdings, Inc. · TSE:8604
Nomura — Investor Presentation (December 2001)
38 slides from Nomura's investor presentation, Dec 7, 2001
Slide 1: Nomura
NOMURA 2001 12 7
Slide 2: n n n Ø Ø Ø 2001 • • • •
n n n Ø Ø Ø 2001 12 7 2 • • • • 2
Slide 3: NOMURA
NOMURA
Slide 4: FY97.3 FY98.3 FY99.3
4,000 3,180 3,021 3,000 2,000 1,655 982 1,000 529 0 -1,000 2002 3 -2,000 -3,000 -3,244 -4,000 FY97.3 FY98.3 FY99.3 FY00.3 FY01.3 FY02.3 1H 4 2002 3 65% 529 4
Slide 5: NOMURA
NOMURA
Slide 6: To be a Globally Competitive Japanese Financial Services Group
To be a Globally Competitive Japanese Financial Services Group n n n n n 10% 15% ROE 6 4 10% 15% ROE 6
Slide 7: NOAURA
NOAURA
Slide 8: n n n
n n n 8 3 8
Slide 9: NOMURA
NOMURA
Slide 10: NOAURA
NOAURA 10 10
Slide 11: ROA
ROA 10% 5% 0% 71 73 75 77 79 81 83 85 87 89 91 93 95 97 ROA 11 ROA 11
Slide 12: n n n
n n n 002 2 01 20 n n n 00 n 20 n n 99 19 n n n 12 12
Slide 13: FRB ONS Bundesbank
14% 12.3% 12% 11.4% 10% 8% 6% 5.6% 4% 2.5% 2% 0% 2000 12 2001 6 FRB ONS Bundesbank 13 13
Slide 14: * 93% 80% 26% 0% 20% 40% 60% 80% 100% * 2001 80 26
* 93% 80% 26% 0% 20% 40% 60% 80% 100% * 2001 9 14 9 20 30 90 80 26 14
Slide 15: CY00 CY99 CY98
98 * -8 -4 0 4 8 12 CY90 CY91 CY92 CY93 CY94 CY95 CY96 CY97 CY98 CY99 CY00 CY01 1-9 * 0 5,000 10,000 15,000 20,000 25,000 97 15 15
Slide 16: NOAURA
NOAURA 16 16
Slide 17: Mar.01 Mar.00 Mar.99
0 5 10 15 20 25 30 Mar.85 Mar.86 Mar.87 Mar.88 85 Mar.89 Mar.90 97 Mar.91 Mar.92 Mar.93 Mar.94 Mar.95 Mar.96 Mar.97 Mar.98 Mar.99 Mar.00 Mar.01 0 5,000 10,000 15,000 20,000 25,000 30,000 35,000 40,000 17 17
Slide 18: NOAURA
NOAURA 60 18
Slide 19: 100% 29% 80% 42% 53% 59% 60% 19% 22% 17% 40% 25% 22% 16%
100% 60 29% 80% 42% 53% 59% 50 60 60% 19% 40 50 22% 17% 40% 25% 22% 16% 30 40 17% 20% 14% 11% 15% 19% 20 30 7% 7% 6% 0% 1% 2% * 5,466 12 12 12 ** 2001 9 19 *** 20 1999 20 19
Slide 20: NOAURA
NOAURA ee: — 7 a IT 20
Slide 21: IT
IT 21 IT IT IT IT 21
Slide 22: Jun.00 Sep.00 Mar.01
300 269 254 250 240 217 200 190 167 150 100 78 58 69 46 50 28 35 0 Jun.00 Sep.00 Dec.00 Mar.01 Jun.01 Sep.01 22 269 78 30 22
Slide 23: 100% 22% 80% 42% 24% 50-60 60% 22% 40-50 21% 40% 15% 30-40 20%
100% 22% 60 80% 42% 24% 50-60 60% 22% 40-50 21% 40% 15% 30-40 20% 23% 14% 30 8% 10% 0% 23 IT 23
Slide 24: IT IT IT
IT * 40% 38% 36% 34% 35% 32% 30% 26% 25% 25% 20% 18% 17% 14% 15% 15% 10% 10% 8% 5% 0% FY01.3 1Q 2Q 3Q 4Q FY02.3 1Q 2Q * IT 24 FY01.3 3Q IT 36 17 IT IT 24
Slide 25: n n n
n n 25,000 20,000 n CATV 15,000 n STOCK 10,000 n 5,000 0 1 2 3 00.8 00.12 01.6 25 7,600 21,000 25
Slide 26: n 3,000 1,400 n 40% n n n n n 3,000 1,400 IT
n 3,000 1,400 n 40% n n n n n 26 3,000 1,400 40 IT 26
Slide 27: J-REIT
BS J-REIT 27 27
Slide 28: M&A
n n M&A n 28 M&A 28
Slide 29: CMBS
* * 16% 19% CMBS ** * 33% 40% 29 19 16 40 33 8 10 29
Slide 30: M&A
M&A n 1999 n M&A 2 * CEO Thomas W. Weisel n Thomas Weisel Partners 750 TWP M&A M&A 01 01 11 99 ** 10 1 87.6 18 2 55.6 45 3 JP 49.1 17 30 M&A M&A M A M&A 2 10 M&A Thomas Weisel Partners 30
Slide 31: NOAURA
NOAURA 31 10 31
Slide 32: ETF
* * 1 23,574 18% 1 128,641 30% 2 13,830 10% 2 117,504 28% 3 13,529 10% 3 73,014 17% ** ** 1 4,263 28% 2 2,726 18% 3 1,507 10% * 2001 9 ** 2001 9 32 18 30 7 ETF 28 32
Slide 33: * ** 3.5 8% * 94 95 96 97 98 99 '00 '01 '01.6
* 100 90 ** 80 70 3.5 60 50 8% 40 30 20 10 0 * 3 90 91 92 93 94 95 96 97 98 99 '00 '01 '01.6 ** 2001 6 33 90 3 5000 8 33
Slide 34: NOAURA
NOAURA 34 10 34
Slide 35: NOAURA
NOAURA ESA bg a L ous BAP bybVRVALb NFR&T NFR&T D=.. Da... JiseT = NF R&T ZAFUNDNET . ~ 35 35
Slide 36: NOAURA
NOAURA 36 36
Slide 37: Audit Committee
n 12 2 n Audit Audit Committee Committee n n 5 n CEO CEO 37 32 12 12 37
Slide 38: Nomura
NOAURA NOMURA
Nomura Holdings — Investor Presentation (December 2001) on 6ix