[Investment Survey Results] 60% of people have become more willing to invest due to the COVID-19 pandemic, and the reason is "I want to ease my financial worries"

2021.09.13 Press Releases
SBI Neo Mobile Securities Co., Ltd. / CCC Marketing Co., Ltd.

-More than 50% of people made a profit with NeoMoba. Investment also increases interest in economic trends and a sense of saving.

SBI Neo Mobile Securities Co., Ltd. (Head office: Minato-ku, Tokyo; President and CEO: Ogawa Hiroyuki; hereinafter referred to as "SBI Neo Mobile Securities") and CCC Marketing Co., Ltd. (Head office: Shibuya-ku, Tokyo; President and CEO: Kitamura Kazuhiko; hereinafter referred to as "CCC Marketing") are pleased to announce that they have conducted an "Investment Survey" among 1,001 users of "NeoMoba," an asset management service for smartphones operated by SBI Neo Mobile Securities that allows the use of T Points, through the "T Survey," an online attitude survey operated by CCC Marketing.

・With the spread of COVID-19, 60% of people said their willingness to invest has "increased," while 40% said it has "remained the same."
The reason for the increased motivation is the "economic anxiety" caused by the prolonged COVID-19 pandemic.
・More than 50% of "NeoMoba" users responded that they had actually "made a profit"
・When people start investing, they also experience lifestyle changes such as increased interest in economic trends and a greater awareness of saving.

Half of respondents said spending is "negative" compared to before COVID-19 and that the economy will "get worse" in the future.
The novel coronavirus infection continues to spread, and the situation remains unpredictable. As we live in uncertainty with no end in sight, CCC Marketing conducted a survey in July titled "Survey on Revenge ConsumptionWhen asked, "Has there been any change in the way you spend money compared to before COVID-19?" 46.9% of people answered "No change," and 42.2% answered "I no longer spend money."When asked about "future consumption trends," 51.0% answered "no change," while 25.8% answered "decline." Furthermore, when asked about "Japan's economy in the future," 45.4% answered "it will get worse." This suggests that current consumer sentiment is such that people have no hope for an economic recovery and are tightening their purse strings.

■On the other hand, 60% of people said that their willingness to invest has "increased" due to the coronavirus pandemic. The reason is "I want to ease my financial worries"
In the "Investment Survey" conducted this time, when asked about "changes in investment appetite due to the spread of COVID-19," 59.4% of respondents answered that their "investment appetite has increased significantly" or "somewhat increased," while 38.7% answered that their "investment appetite has remained unchanged," and only 1.9% answered that their "investment appetite has decreased slightly" or "very much decreased."(Rounded to the second decimal place)

In addition, when we asked the 595 people who answered that their desire to invest had increased why, many of them answered that they were anxious about the future, with answers such as, "Due to the COVID-19 pandemic, I've been spending more time at home and I've become anxious about my life plans and the assets I need," "I've become anxious about the future and have become more conscious of asset management," and "I'm not comfortable just saving my money, so I wanted to manage it effectively."The increased willingness to invest reflects a desire to use investment to ease the economic anxiety caused by the prolonged COVID-19 pandemic.
Looking at the results by generation, people in their 20s tend to be relatively more interested in investing as a way to spend their current money and time, citing reasons such as "social expenses have decreased, leaving us with surplus funds" and "we are spending more time at home."Those in their 30s to 50s are highly conscious of preparing for financial worries, such as "just in case of an emergency," while those in their 60s tend to be more willing to invest in order to obtain the funds necessary for a comfortable life in retirement, citing reasons such as "for future funds" and "because I now have time."

■More than 50% of people made a profit with NeoMoba. Investment also increases interest in economic trends and a sense of saving.
With the desire to invest on the rise, when asked about the status of the assets held on NeoMoba, 55.3% answered that they were "making or had made a profit," 25.7% answered "no change," and 13.5% answered "making or had made a loss," indicating that more than half of the respondents felt that their investments were paying off.

Furthermore, when asked about "changes in awareness and lifestyle since starting to invest," respondents said things like, "I've started reading newspapers and the news more often," "I've started paying more attention to corporate activities," and "I've become interested in domestic and international politics and economics," indicating that they have developed the habit of gathering information about world events and news on a regular basis. Some people said, "I wanted to learn more about money, so I started studying to become a financial planner."
　In addition, starting to invest has made people more sensitive to their spending, with some saying things like, "When I go shopping, I start to think about whether I really need to buy something, and I've become more frugal," and "When I spend money, I start to convert it into the value of one NeoMoba share before making my decision."Investing not only brings financial benefits, but also seems to have the effect of bringing about positive changes in daily lifestyle.

■ "NeoMoba" is a service that is easy to start even for those with no investment experience
"NeoMoba" is a smartphone asset management service that allows you to invest from just one point using the T-points you have accumulated through your daily shopping. It is easy to try without using cash, and is popular among young people and those new to investing. In fact, according to a survey conducted at the time of account opening (conducted by SBI NeoMobile Securities from April 2019 onwards, as of the end of August 2021, N=322,750), when asked whether they had any investment experience before starting NeoMoba, approximately 50% of respondents answered that they tried investing for the first time with NeoMoba.
In addition, NeoMoba is "2021 Personal Asset Management Customer Satisfaction Survey (Smartphone Securities Category)", and was especially highly rated in the smartphone securities category in the categories of "fees and interest rates," "customer service," and "account information."

SBI Neo Mobile Securities and CCC Marketing will promote the shift from consumption to investment, allowing T-Points earned through consumption to be used for asset formation, and will strive to provide products and services that make asset formation more accessible to more people.

・Survey method: Internet (T questionnaire)
・Survey period: Wednesday, August 11, 2021 to Wednesday, August 18, 2021
・Survey area: Nationwide
Survey subjects: NeoMoba users aged 20 to 69 (T members)
・Sample size: 1,001 people

"NeoMoba" T-Point Investment

For details of the serviceHerePlease see.

Materials related to this matter

[Investment Survey Results] 60% of people have become more willing to invest due to the COVID-19 pandemic, and the reason is "I want to ease my financial worries"

Inquiries regarding this matter
SBI Neo Mobile Securities Co., Ltd.
Public Relations: Morita, Takeda, Ogata
TEL: 03-5562-7215

CCC Marketing Co., Ltd.
Public Relations Officer: Hatanaka
TEL: 03-6800-4464