Nomura Holdings, Inc. · TSE:8604
Nomura — Investor Presentation (December 2002)
20 slides from Nomura's investor presentation, Dec 6, 2002
Slide 1: 2002 2002 ( 2002
2002 12 2002 12 6 ( 2002 12 6 1
Slide 2: • • • • 2002
• • • • 2002 12 6 2 2
Slide 3: 3
3
Slide 4: ROE
(% ) 2,000 18 1,861 1,800 ROE 16 15.3 1,600 14 1,400 1,311* 11.1 12 1,200 9.1** 10 1,000 865 781 8 800 6 600 1,018 4.0 840 406 4 400 200 2 287 0 0 FY00.3(1/2) FY01.3(1/2) FY02.3(1/2) FY03.3 1H * ** ROE 2 2 4 2000 3 ROE 1,311 ROE 9.1 10-15% ROE ROE 9.9% 4
Slide 5: 5
5
Slide 6:
6 6
Slide 7: (%) (%) 91 92 93 94 95 96 97 98 99 00 01 02
1 (%) 35 30 25 20 15 10 (%) 5 5 4 3 2 1 0 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 00 01 02 14 6 21 7 1 6,000 7 3 7
Slide 8: (%) * 145.85 134.80 / 102.00 2 4 2 1 0 0 98 99
2 (%) 16 * 6 145.85 6 14 134.80 5 12 10 120 / 4 8 3 6 102.00 2 4 2 1 0 0 98 99 00 01 02 3 6 9 12 3 6 9 12 3 6 9 12 3 6 9 12 3 6 * 6 8 3 8
Slide 9: TOPIX
3 10,000 3,000 8,000 TOPIX 6,000 2,000 4,000 2,000 0 1,000 -2,000 -4,000 -6,000 0 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 00 01 02 9 1985 9
Slide 10: FY96.3 FY97.3 FY98.3
1 65% 60% 55% 50% 45% 40% 35% FY96.3 FY97.3 FY98.3 FY99.3 FY00.3 FY01.3 FY02.3 10 10
Slide 11: M&A
2 M&A 2,500 2,000 1,500 1,000 500 0 95 96 97 98 99 00 01 02 M&A 2002 1 6 11 M&A 11
Slide 12: AAA - BBB
3 DI* DI AAA - BBB (% ) 80 BB - B CCC - 60 40 20 0 -20 -40 00 01 02 4 7 10 1 4 7 10 1 4 7 10 * AAA-BBB BB-B CCC 12 “ ” 12
Slide 13: 13
13
Slide 14: HD HD
(%) HD 250 200 HD 150 100 TOPIX 50 0 97 98 99 00 01 02 14 14
Slide 15: Nomura Value Added
zz zz 15 3 Nomura Value Added 15
Slide 16: M&A
M&A 16 16
Slide 17: ¾ ¾ ¾ ¾ ¾ ¾ ¾
¾ ¾ ¾ ¾ ¾ ¾ ¾ 17 17
Slide 18: 18
18
Slide 19: 11 2
11 2 6 1 3 2 19 10 1 11 2 2 3 19
Slide 20: Nomura Holdings, Inc.
Nomura Holdings, Inc. www.nomura.com 20
Nomura Holdings — Investor Presentation (December 2002) on 6ix