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KDDI Reports No Share Repurchases Yet Under ¥300 Billion Buyback Plan
KDDI Files Improvement Report to TSE After Correcting Past Financial Disclosures
Hamagomu, Sumisaka Seme, etc. (added) Rating
Upgrades – Bullish Code Stock Name Securities Firm Previous Revised ---------------------------------------------------------- <285A> Kioxia Holdings GS "Neutral" "Buy" <3110> Nitto Boseki Tokai Tokyo "Neutral" "Outperform" <543A> Archion City "3" "2" <6135> Makino Milling Machines SMBC Nikko "2" "1" <8252> Marui Group Nomura "Neutral" "Buy" Downgrades
Yomiuri: 15 More Firms May Invest in SoftBank-led Japanese AI Company
NTT, SoftBank Group, and others
*NTT <9432>: NTT Facilities to centrally manage factories using IT, supporting maintenance and operational improvements (Nikkan Kogyo Shimbun, front page). -○*Mitsubishi Electric <6503>: Outlines mid-term management strategy with ¥3 trillion in growth investments; targets 12% adjusted operating profit margin by FY2030 (Nikkan Kogyo Shimbun, p. 3). -○*Honda <7267>: Astemo appoints Honda Director Inoue as president, focusing on strengthening SDV development infrastructure (Nikkan Kogyo Shimbun, p. 3). -○*SoftBank Group <9984>: Plans AI-focused data center development in France with up to €75 billion in investment (Nikkan Kogyo Shimbun, p. 3). -○*
Hitachi, Fujitsu, and others [List of stock-related news items from newspapers]
*Hitachi <6501> to establish next-generation infrastructure hub, integrating research across energy and other fields (Nikkan Kogyo Shimbun, p. 3) - ○ *Mitsubishi Heavy Industries <7011> expanding AI-driven holistic optimization; targeting ¥100 billion in segment profit by FY March 2027 (Nikkan Kogyo Shimbun, p. 3) - ○ *Japan Airlines <9201> flight delay on Hiroshima–Haneda route due to cabin crew member’s alcohol consumption (Nikkan Kogyo Shimbun, p. 3) - ○ *Itochu <8001> bolstering IP business team to expand revenue from Japanese anime and character franchises (Nikkan Kogyo Shimbun, p. 4) - ○ *Fujitsu <6702> partnering with two U.S. AI firms to enhance safety and reliability of societal infrastructure