Daily Digest

2025-12-30

45 filings captured.

Overview

Merged Summary of Company Updates
1. Mizuho Financial Group (8411):
Reported a decrease in NPATY in Q2 FY2026.
Continued cost reduction efforts.
1. Nomura Holdings (8604):
Recorded high profits in Q2 FY2026.
Launched new AI-driven services and products.
1. Mizuho Trust & Banking (8415):
Announced a capital increase of 10 billion yen through a third-party allocation of B-series preference shares.
Increased capital and capital reserve by approximately 5 billion yen each.
1. Sumitomo Mitsui Trust Holdings (8309):
Reported increased profits in Q2 FY2026.
Strengthened AI capabilities with new partnerships and investments.
1. Mizuho Securities (8601):
Posted a significant loss in Q2 FY2026 due to extraordinary losses on investment securities.
Implemented organizational reforms and cost-cutting measures.
1. Toyota Trust and Banking (8747):
Announced a decrease in consolidated total assets due to reduced margin funds from a client.
Minimal impact expected on FY2026 year-end financial results.
1. Metaplanet (33500):
Completed third-party allocation of B-series preference shares, issuing 23.6 million new shares at 900 yen each.
Capital and capital reserve increased by approximately 10.6 billion yen each.
1. AI Select ETN (162A0) & Semiconductor ETN (163A0):
Reported asset changes, performance drops, and quarterly financial results for their respective ETFs.
AI Select ETN AUM grew to $120 billion (+10% QoQ).
1. Super V (30940):
Announced delisting from the Tokyo Stock Exchange on January 5, 2026, following OIC Group’s share purchase request approval.
1. ETF and ETN Daily Disclosures:
Various companies disclosed daily updates on their ETFs and ETNs, including performance changes, redemption amounts, and tracking difference ratios.
Notable Events and Trends:
Increased focus on AI-driven services and products across financial institutions.
Continued efforts to reduce costs and implement organizational reforms in the face of challenging market conditions.
Several companies reported significant asset value drops or losses, highlighting the volatile market environment.
Mergers and acquisitions activity, such as OIC Group’s share purchase request for Super V, leading to delisting.

Share Buybacks

Company	Symbol	Industry	Current	Board resolution	Cumulative
広済堂ＨＤ自己株式立会外買付取引（ToSTNeT-3）による自己株式の取得結果及び取得終了並びに主要株主の異動に関するお知らせ	78680	Other Products	Type 当社普通株式 Shares 13,439,200 shares Amount 6,262,667,200 yen Period 2025-12-30 - 2025-12-30 Method 東京証券取引所の自己株式立会外買付取引（ToSTNeT-3）による買付け	Type 当社普通株式 Max shares 13,948,400 shares Max amount 6,499,954,400 yen Period 2025-12-30 - 2025-12-30 Ratio 9.87%	-

Corporate & Strategic Updates

（開示事項の経過）一部報道について

養命酒 (25400)

Corporate & Strategic Updates 20251230 19:50

KKR’s exclusive negotiation rights for Nissui Pharmaceutical’s privatization terminated.
No plans for a public tender offer in January 2026, as previously reported.
Major shareholder Yozaki Corp. (Yozaki) refuses to sell shares, rejecting KKR’s proposal.
Nissui Pharmaceutical and Yozaki to discuss alternative methods for privatization.
Future privatization terms and business transfer details to be decided through negotiations with Yozaki.

（訂正）「当社に対する損害賠償請求訴訟の提起に関するお知らせ」の一部訂正（追記）について

Ｇ－ヘリオス (45930)

Corporate & Strategic Updates 20251230 16:30

G-Helios (45930) revised its statement regarding a lawsuit against the company.
The company now maintains it has fulfilled its contract with AND medical and disputes the plaintiff’s claims.
G-Helios continues negotiations for the sale of cultivation supernatant with multiple potential customers.
No changes to the company’s business policy have been made due to the lawsuit at this time.
The company will promptly disclose any material impacts on its performance related to the lawsuit.

（開示事項の経過）レナリスファーマ株式会社の完全子会社化及び吸収合併完了に関するお知らせ

中外薬 (45190)

Corporate & Strategic Updates 20251230 10:00

Chugai Pharmaceutical acquired all shares of Lensaris Pharma on November 27, 2025.
The absorption merger of Lensaris Pharma into Chugai was completed on December 30, 2025.
As a result of the merger, Lensaris Pharma ceased to exist as an independent entity.
No significant changes or surprises were reported regarding the company’s performance or expectations.

一部報道について

養命酒 (25400)

Corporate & Strategic Updates 20251230 08:30

Bloomberg reported Nissui Pharmaceutical (2540) considering privatization, KKR having priority negotiation rights, and a potential tender offer in January 2026.
Company confirms granting KKR priority negotiation rights for privatization, but denies plans for a January 2026 tender offer.
No final decisions made regarding the tender offer; company will disclose relevant information promptly if necessary.

Regulatory / Legal / Governance

株主による臨時株主総会招集請求に関するお知らせ

トーシンＨＤ (94440)

Regulatory / Legal / Governance 20251230 17:35

Shareholder Jetco, holding >3% of Tosshin Holdings’ shares for six months, filed a request (2025-12-30) to convene an extraordinary shareholders’ meeting.
The request seeks the dismissal of CEO Yasufumi Ishida and the election of two new directors.
Tosshin Holdings will review the request’s content carefully before deciding on its response.

2026年９月期売上高推移報告について

まんだらけ (26520)

Regulatory / Legal / Governance 20251230 15:45

Mandarake (26520) reported revenue trends for the fiscal year ending September 2026.
The report was filed on December 30, 2025.
No material changes or surprises were mentioned in the disclosed chunk.

米国証券取引委員会宛Form 6-Kによる2025年9月期中間報告書の提出について

三井住友 (83160)

Regulatory / Legal / Governance 20251230 08:45

Summary:
The document appears to be a set of financial statements for an unspecified company, covering the period from April 1, 2024, to September 30, 2025. Here’s a brief summary:
1. Balance Sheet (as of March 31, 2025):
Total Assets: ¥292,165,070
Total Liabilities and Equity: ¥292,165,070
1. Income Statement (for the nine months ended September 30, 2025):
Revenue: ¥2,365,813,000
Expenses: ¥1,397,363,000
Net Income: ¥772,877,000
1. Statement of Comprehensive Income (for the nine months ended September 30, 2025):
Total Comprehensive Income: ¥1,244,588,000
Net Income Attributable to Shareholders: ¥1,214,532,000
Key points:
The company has increased its revenue and net income compared to the same period last year.
It has made significant changes in the presentation of “other revenues” and “other expenses,” including separating out gains or losses related to the recognition of financial assets measured at amortized cost.
The company conducted a 3-for-1 stock split on October 1, 2024, which is reflected in the calculation of earnings per share.

Other

(開示事項の経過)回収遅延が生じている売上債権の回収状況に関するお知らせ

ｕｎｂａｎｋｅｄ (87460)

Other 20251230 17:15

Unbanked (87460) reports continued delay in gold trading account receivable collection.
Outstanding amount: ¥1,340 million as of Dec 30, 2025, 5 PM JST.
No payment confirmation received since previous announcements on Dec 15 and 19, 2025.
Full provision (¥1,340 million) will be recorded in Q3 FY2026.
Company will explore legal options with lawyers to recover the full amount.

株式会社クールトラストによる本投資法人投資口の追加取得期間満了に関するお知らせ

Ｉ－東京インフラＦ (92850)

Other 20251230 17:00

Main sponsor CoolTrust completed additional acquisition period for I-Tokyo Infra F units.
Main sponsor’s holding increased from 3.605% to 15.988%, adding 22,197 units.
Total issued units: 179,256.
No impact on I-Tokyo Infra F’s fund management due to this transaction.

第三者割当により発行された第６回新株予約権(行使価額修正条項付)の大量行使に関するお知らせ

ＡＦＣ－ＨＤ (29270)

Other 20251230 16:35

Large-scale Exercise of Warrants: AFC-HD’s 6th issue of warrants, issued to EVO FUND on July 31, 2025, was exercised on a large scale between Dec 13 and Dec 30, 2025.
Number of Shares Issued: A total of 60,000 shares were issued as a result of the exercise of 600 warrants.
Warrant Utilization Rate: The utilization rate of the warrants was 12.0% of the total issue (5,000 individuals), with 1,400 warrants remaining unexercised.
Significant Exercise Dates: Notably, on Dec 23 and Dec 25, a large number of warrants were exercised, amounting to 15,000 and 8,500 shares respectively.

第三者割当増資の結果に関するお知らせ

Ｇ－ファンディーノ (462A0)

Other 20251230 16:25

Third-party share subscription increase executed: 374,800 shares issued to Nomura Securities.
Purpose of the issue: To repay JCC Corporation, a shareholder, for borrowed ordinary shares related to an over-allotment agreement for G-Fundino’s IPO on the Tokyo Stock Exchange Growth Market.
Issue details:
Issue price: ¥510 per share
Total raised: ¥191,148,000
Subscription price: ¥570.40 per share
Total subscription amount: ¥213,785,920
Capital increase:
Increased capital: ¥106,892,960
New total issued shares: 23,810,101
New total capital: ¥286,593,000

（開示事項の経過）資本金及び資本準備金の額の減少のお知らせ

ペッパー (30530)

Other 20251230 16:00

Capital Reduction: Pepper (30530) has completed a reduction of capital and capital reserve as approved at the extraordinary general meeting held on December 18, 2025.
Amount Reduced:
Capital: ¥186,794,488 reduced to ¥10,000,000
Capital Reserve: ¥176,794,488 fully reduced to ¥0
Impact on Net Assets: The reduction has resulted in a total net assets residual amount of ¥3,461,310,950.

営業外費用の計上に関するお知らせ

Ｇ－ＡｐｐＢａｎｋ (61770)

Other 20251230 15:30

GAAP Bank (61770) disclosed an extraordinary expense of ¥11,451 thousand in Q4 FY2025.
The expense includes consulting fees for a third-party allocation of new shares and a 15th issue of subscription rights, totaling ¥3,500 thousand.
It also includes legal fees related to the convening of a third-party committee, amounting to ¥7,951 thousand.
The company continues to keep its financial projections non-disclosed.
GAAP Bank will continue to disclose timely and promptly its quarterly earnings and business overview.

募集新株予約権（有償ストック・オプション）の発行内容確定に関するお知らせ

Ｇ－ＧＡ　ＴＥＣＨ (34910)

Other 20251230 15:30

Issue Details: G-GA Tech (34910) confirms issue of stock options for employees.
Employees Eligible: 4 employees to receive options.
Options Issued: Total of 66 options issued.
Stock Involved: Options are for a total of 6,600 ordinary shares.

事業計画及び成長可能性に関する事項

Ｇ－ＧＡ　ＴＥＣＨ (34910)

Other 20251230 15:30

Market Opportunities: TAM for RENOSY and ITANDI is approximately 77T JPY and 2.3T JPY respectively; SAM for both services exceeds 6T JPY.
Growth Strategies: Expanding product offerings, customer acquisition, entering new sales territories, targeting new segments (e.g., studio apartments, mid-size apartments, investment properties).
Market Penetration: ITANDI has a significant market share of around 40% among real estate agencies and property management companies.
Financial Performance (FY21-FY25): Revenue CAGR +34% to ¥267.5B; Gross Profit CAGR +41% to ¥197.6B; Operating Income CAGR +45% to ¥28.8B.
Segment Performance (FY24): Mid-size apartments contributed ¥9.2B gross profit and ¥2.8B operating income; studio apartments brought in ¥7.0B gross profit and ¥2.1B operating income.
Future Outlook: Targeting mid-size apartments, studio apartments, and investment properties for growth; expanding product offerings in the investment property segment.

ビットコインの追加購入に関するお知らせ

メタプラネット (33500)

Other 20251230 15:30

Debt Repayment: Company fully repaid all debt, enhancing financial health
Bitcoin Acquisition Strategy:
Uses own capital to acquire Bitcoin (BTC)
Implemented three KPIs for evaluation: BTC Yield, BTC Gain, BTC Yen Gain
KPI Limitations:
Do not consider liabilities or share dilution from convertible debt
Not operational, financial, or liquidity metrics; do not equate to traditional yield
Purpose of KPIs: To evaluate if using share capital for BTC benefits shareholders
Bitcoin Purchase Update:
Acquired additional 1,000 BTC
Total holdings now 2,500 BTC
Average purchase price ¥28,500,000 per BTC
Market Surprise: Scale and timing of Bitcoin purchase surprised the market

コミットメントライン契約に基づく借入の実施について

シキボウ (31090)

Other 20251230 15:30

Purpose of Loan: Efficient working capital management.
Loan Details:
Amount: ¥80 billion (new loan).
Existing Loan Repayment: ¥6.88 billion.
Loan Period: Until Jan 31, 2026.
Type: Syndicated Commitment Line Contract.
Security: Unsecured.
Financial Covenants:
Maintain a minimum net asset ratio of 75% year-over-year.
Avoid consecutive annual operating losses.

上場維持基準への適合に向けた計画に基づく進捗状況（改善期間入り）及び計画書の更新（計画期間の変更）に関するお知らせ

Ｇ－アクセルＭ (36240)

Other 20251230 15:30

Progress towards listing maintenance standards: The company has not yet met the Tokyo Stock Exchange’s market capitalization requirement. The initially planned period to achieve this was until September 2025, but it has been extended by one year to September 2026.
Reasons for changing the plan period: While the company has maintained certain shareholder numbers and circulating shares, its market capitalization has not reached the required level. To address this, they have decided to continue implementing strategies focused on sustainable growth and improving corporate value.
Surprise result in Q3 2025: The company’s consolidated revenue for Q3 2025 was below initial plans. Despite their efforts to implement various strategies and prepare for business growth, the investment phase has not yet led to expected improvements in performance or an increase in stock price that would meet the listing maintenance standards.
Challenges and future plans: To address the issue of market capitalization not meeting the required level, the company aims to improve its earnings by executing growth strategies, including expanding its trading card business, launching a new beauty and wellness business, and enhancing its advertising business.

事業計画及び成長可能性に関する説明資料

Ｇ－アクセルＭ (36240)

Other 20251230 15:30

Market Growth: Trading card market size increased to 3,025 billion yen in 2024 (109% YoY).
Flagship Store Opening: Cardéria Ikebukuro store opened in March 2025.
Financial Performance 2025: Sales 973B JPY, Operating Income 520B JPY.
FY2026 Outlook: Planned sales of 1,308 billion yen and operating income of 486 billion yen.
Expansion Plans: Growth in TCG users and revenue, new game development, healthcare & beauty business entry, advertising market expansion.

第三者割当によるB種優先株式発行の払込完了に関するお知らせ

メタプラネット (33500)

Other 20251230 15:20

Third-party allocation of B-series preference shares completed
23,610,000 new shares issued at 900 yen each
Total subscription amount: 21.249 billion yen
Capital and capital reserve increased by 10.625 billion yen each

連結総資産の減少に関するお知らせ

豊トラスティ証券 (87470)

Other 20251230 15:00

Decrease in Consolidated Total Assets: As of December 30, 2025, the consolidated total assets of Toyotrust Securities (87470) have decreased.
Causes: The decrease is due to a reduction in margin funds entrusted by a specific client during the third quarter of fiscal 2026 (October 1, 2025 - December 31, 2025).
Impact on Consolidated Balance Sheet: This resulted in a decrease of ¥4,198 million in both consolidated total assets and consolidated total liabilities as of the mentioned date.
Nature of Decrease: The decreased margin funds were temporarily entrusted to mitigate market risk in the commodity derivatives trading market.
Minimal Impact on Consolidated Financial Results: The impact on the consolidated financial results for the fiscal 2026 year-end is expected to be minor.

当社株式の上場廃止に関するお知らせ

スーパーＶ (30940)

Other 20251230 11:30

Super V (30940) shares to be delisted from Tokyo Stock Exchange on January 5, 2026.
Delisting follows approval of OIC Group’s share purchase request by Super V’s board on December 9, 2025.
OIC Group, a major shareholder, will acquire all listed shares, leading to the delisting.
Shareholders and stakeholders have been notified and thanked for their long-term support.

（開示事項の経過）米国子会社の再編に関する方針決定のお知らせ

ブイキューブ (36810)

Other 20251230 11:00

Revised Stake: Buycube’s stake in TEN reduced from 50.90% to 38.22%
Funding for TEN: TEN raised approx. $225 million through new share issuance
TEN Status: Despite reduced stake, TEN remains a consolidated subsidiary of Buycube as of Dec 2025 period-end
Future Plans: Targeting TEN’s deconsolidation by Dec 2026 year-end, specifics to be announced later
Earnings Impact: Ongoing review of the impact on recurring consolidated earnings; updates will be provided if necessary