Digital Holdings, Takamizawa Cybernetics, and others.
Digital Holdings Co., Ltd. (Stock Code: 2389) increased its shareholding percentage in Hakuhodo DY Holdings Inc. from 58.70% to 59.89%. The reporting obligation date is February 13, 2026. Takamizawa Cybernetics Co., Ltd. (Stock Code: 6424) decreased its shareholding percentage in Fujitsu Limited from 9.94% to 6.95%. The reporting obligation date is February 16, 2026. Wintest Corporation (Stock Code: 6721) holds a shareholding percentage of abc Corporation at 11.54%, with further details pending.
Companies such as New Tech and Sawafuji Electric
JTP Co., Ltd. (Code: 2488) has reported a change in its shareholding ratio from 13.80% to 0.00%, with the reporting obligation date being April 1, 2021. Janis Industries Co., Ltd. (Code: 5342) has reported no change in shareholding by Maeda Shin, remaining at 0.00%, with the reporting obligation date set for February 13, 2026. New Tech Co., Ltd. (Code: 6734), owned by Kanamot Co., Ltd., has reported a decrease in its shareholding ratio from 7.93% to 0.00%, with the reporting obligation date on February 9, 2026.
FUJI Media Holdings, NewTech, and others.
SBI Holdings' shareholding ratio in Medical Data Vision Co., Ltd. (3902) remains unchanged at 36.24%, with the reporting obligation effective date being February 3, 2026. SBI Holdings' shareholding ratio in FUJI Media Holdings (4676) decreased from 5.12% to 0.23%, with the reporting obligation effective date set for February 5, 2026. Additionally, SAKSA Corporation holds a shareholding ratio in New Tech Co., Ltd. (6734).
Newtech: Interim Report
Focus is on Nexera and Discharge Precision, while Asmark and BS11 may remain sluggish.
In the U.S. stock market on August 8, the NY Dow rose by 270.03 dollars to reach 49,266.11 dollars, while the Nasdaq Composite Index fell by 104.26 points to close at 23,480.02 points. The Chicago Nikkei 225 futures were up 425 yen from Osaka's daytime trading to reach 51,615 yen. The exchange rate was 1 dollar = 156.80-90 yen. In today’s Tokyo market, Fast Retailing <9983>, which saw a 33.9% increase in Q1 operating profit and upwardly revised its dividend forecast for the fiscal year ending August 2026, and companies with a 41.6% increase in cumulative operating profit for the third quarter attracted attention.
January 9 [Today's Investment Strategy]
[FISCO Select Stocks] [Material Stocks] Nexcella Pharma <4565> at 894 yen (1/8). A drug discovery venture, formerly part of the Sosei Group. The company announced that it has entered into a licensing agreement with SunCell Bio for the development, manufacturing, and commercialization of vamorolone, a treatment for Duchenne Muscular Dystrophy (DMD), in Japan, South Korea, Australia, and New Zealand. The introduction of vamorolone is expected to strengthen Nexcella's position in the rare disease and specialty areas.
Fast Retailing revises upward its operating profit forecast to 650 billion yen from 610 billion yen.
Fast Retailing Co., Ltd. <9983> announced a revision to its earnings forecast for the fiscal year ending August 2026, raising its operating profit outlook from 610 billion yen to 650 billion yen. This upward revision reflects strong contributions from Uniqlo's overseas operations, particularly in Europe and the United States, as well as better-than-expected performance in the first quarter. [Positive Evaluation] <9983> Fast Retailing Q1 | <3824> Media5 Mid-term <6136> OSG Full-year | [Neutral] <2459> Aun Mid-term | <8267> AEON Q1
Newtech: Summary of Financial Results for the 3rd Quarter Ending February 2026 [Japanese GAAP] (Consolidated)
Newtech Sees FY Net Y80.00M
Newtech 9-Mos Net Y233.00M Vs Net Y132.00M
Cando, 7&i Holdings, Tsuruha Holdings, and Fast Retailing (as of the 8th).
※The above calendar is a tentative schedule and is subject to change based on the company’s discretion. --------------------------------------- January 8 (Thursday) <2303> Dawn, <2341> Arubaito Tai, <2459> Aun, <2686> G-Foot, <2698> Cando, <2918> Warabe Nihoyo, <3382> 7&i HD, <3391> Tsuruha
San-Ei, ABC Mart, World, Yoshinoya HD (7th)
※The above calendar is a tentative schedule and is subject to change based on the company's discretion. --------------------------------------- January 7 (Wednesday) <1376> Kaneko Seed Co., Ltd. <1997> Akatsuki Iijima Industries <2659> San-A Co., Ltd. <2670> ABC-Mart <2792> Honeys Holdings <3222> USMH <3612> World Co., Ltd. <7445> Right-On Co., Ltd. <97
Hisamitsu Pharmaceutical, Nakakita Seisakusho, Yakuodo HD, and Takashimaya (as of the 6th).
※The above calendar is only a tentative schedule and may be subject to change due to company circumstances. --------------------------------------- January 6 (Tue) <4530> Hisamitsu Pharmaceutical, <6496> Nakakita Seisakusho, <7611> Hidekazu Yoko, <7679> Yakudoku Holdings, <8233> Takashimaya, <9253> Slogan, <9842> Acranz -------------------
Spot information for individual stock (1)
Takeda Pharmaceutical (4502.T) surged, hitting a new year-to-date high after announcing that its Phase 3 clinical trial for 'Zasocitinib,' an oral once-daily treatment for patients with moderate to severe plaque psoriasis, achieved all primary endpoints and ranked secondary endpoints. JRC (6224.T) extended its gains for the third consecutive day following an upward revision of its consolidated operating profit forecast for the current fiscal year ending February to 1.83 billion yen (a 33% increase year-on-year) from 1.73 billion yen. The annual dividend forecast was also raised to 29 yen per share (from 28 yen), compared to 26 yen in the previous fiscal year.
New Tech narrows the gap to Saks' tender offer price of 2,650 yen.
Newtech (6734.T), a fabless storage service provider under supervision, is trading at the upper limit of 2,197 yen (400 yen higher than the previous day) and is in a position to update its year-to-date high of 2,115 yen. After the market close on the 18th, Sakusa (6675.T) announced it would conduct a tender offer (TOB). The TOB price is set at 2,650 yen, which is 47.5% higher than the closing price of 1,797 yen on the 18th. The minimum number of shares to be purchased is set at 1,033,300, with no upper limit.
Today's individual stock highlights include Nagao, Orichi, Taya, JRC, and others (announced on the 18th).
Nagaoka (6239.T) has secured a 600 million yen order for screen internals amid equipment renewal demand at a propylene plant in the Middle East. Orichié (6380.T) has entered into a business alliance with Katayama Chain (Higashiosaka City, Osaka Prefecture), RK Japan (Kumagaya City, Saitama Prefecture), and Kaga Industries (Saitama City, Saitama Prefecture) regarding their chain business. Taniya (4679.T) is planning a sale of 600,000 shares, raising concerns about a potential short-term deterioration in supply-demand conditions. JRC (6224.T)...
Key points of interest for PTS on the 18th: JRC, SoftMAX, CYBOZU, and others.
JRC has raised its consolidated earnings forecast and dividend forecast for the fiscal year ending February 2026. SAKSA has commenced a tender offer (TOB) for New Tech, which New Tech has endorsed. SOFT MAX has revised its dividend forecast upward. CYBOZU has announced its earnings forecast for the fiscal year ending December 2026, with consolidated operating income projected at 10.5 billion yen (current plan is 9.05 billion yen), and annual dividends expected to be 50 yen (currently 40 yen).
Newtech: Announcements of individual stocks regarding preliminary financial results for the 3rd quarter of the fiscal year ending February 2026 (consolidated)
Newtech: Announcements of individual stocks regarding revisions to full-year earnings forecasts and dividend forecasts due to the recording of extraordinary losses (no dividends)
Newtech Cuts FY Net View to Y80.00M