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- Overview of dialogue with shareholders and investors
Overview of dialogue with shareholders and investors
Overview of dialogue with shareholders and investors
Overview of dialogue with shareholders and investors
in the first half of 2023
January 15, 2024
ALCONIX CORPORATION Co., Ltd.
ALCONIX CORPORATION Co., Ltd.
We recognize the importance of constructive dialogue with shareholders and investors, both in Japan and overseas, in order to achieve sustainable growth and enhance our corporate value over the medium to long term. We therefore strive for prompt and fair disclosure and active engagement with shareholders and investors.
Opinions and suggestions from shareholders and investors are complied by the Corporate Communications Dpt., the department in charge, and reported to the Board of Directors on a regular basis through the director in charge.
Opinions and suggestions from shareholders and investors are complied by the Corporate Communications Dpt., the department in charge, and reported to the Board of Directors on a regular basis through the director in charge.
- [Format of Dialogue]
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- For institutional investors and analysts:
- Financial results briefings, one-on-one meetings
- For individual investors:
- Online investor briefings
- [Attendee from ALCONIX]
- Representative Director, President and COO, Director
Managing Executive Officer and CSO
Director, Executive Officer and CFO
Main concerns of shareholders and investors
- Management issues
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Priorities for the second half of year
- Trading Segment
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- Impact of market conditions and exchange rate on current performance
where, how much, what and how - Positioning of the Alminum and Copper business
- Impact of market conditions and exchange rate on current performance
- Manufacturing Segment
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Profit contribution of group companies (manufacturing subsidiaries)
- Financial resumes/information disclosure
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- Factor decomposition of market conditions and foreign exchange rate in current performance
- Suggestion that ALCONIX CORPORATION' strengths would be more apparent if it were to come up with a long-term vision and not roll out the medium-term management plan is not rolling-style
- Capital policy and use
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- Progress of Aluminum & Copper Recycling Center Corporation site acquisition project
- Aims and future prospects of U.S. joint venture
- Future M&A outlook
- Measures to achieve PBR ratio to 1x or more
Items incorporated as IR activities based on dialogue and feedback
- Disclosing analysis of factors contributing to increase /decrease in Ordinary profit in financial result presentation materials
- In financial result materials, we organized products with a large contribution to profit into our three key sectors and disclosed the financial impact in a big-picture manner
Items that contribute significantly to profits are organized into three focus areas, and the financial impact is disclosed in broad terms using “ 〇×△” format