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Daily Digest

2026-01-22

119 filings captured.

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Overview

  • Yao Asset Management initiates public tender offer for ソフト99 (44640), proposing ¥1,000 per share (15% premium), with potential control changes and dividend policy shifts if successful.
  • ETF price deviation for MXSトピ除く金融 (25230) (25230) reaches 5%+ due to low trading volume, raising concerns over market alignment.
  • Legal setbacks for G-ウェッジHD (23880) and 昭和HD (51030): Supreme Court dismisses appeals over a 685 million Thai Baht damages claim against JTrust Asia, deeming repeated litigation abusive.
  • Strong Q3 results for 水戸証 (86220) and いちよし (86240), with revenue and net profit surging 18-80% YoY, driven by investment trust balances and stable income models.
  • Unrealized securities loss of 8.35 billion yen for おきなわFG (73500) (73500) impacts 2026 guidance, though earnings forecasts remain unchanged.
  • Headquarters relocation to Shibuya, Tokyo, for G-GDH (44370) (44370) aims to streamline operations and improve decision-making efficiency.
  • Shareholder corrections include フジタコーポ (33700) (33700) adjusting Cコース rental income and マルイチ産商 (82280) (82280) reporting a minor increase in major shareholder voting rights.
  • Revised forecasts for JHD (27210) (27210): 2025 sales cut to 189 million yen (from 552 million yen) due to delays in a cell culture facility, with net loss widening to -32.59 yen per share.

Other

代表取締役の異動(解職)及び社長交代に関するお知らせ

G-イメージ情 (38030)

  • Previous CEO removed for poor performance, lack of communication, and self-serving actions.
  • New CEO appointed to address financial struggles and improve corporate value.
  • Company in improvement period due to not meeting listing standards.
  • Plans to raise funds to enhance shareholder returns and meet listing requirements.

第三者割当による種類株式の発行条件等の決定に関するお知らせ

プレミアムウォーター (25880)

  • Premium Water announces issuance of 9,046,070 B-type shares at 3,056 yen each, raising 27.64 billion yen through third-party allotment to Kōtsū Tsūshin.
  • Funds will be used to finance the purchase of existing shares by Kōtsū Tsūshin, with payment due by March 6, 2026.
  • Share issuance conditional on approval of articles of incorporation amendments and shareholder meetings scheduled for January 23, 2026.
  • No material changes to financial guidance or performance surprises disclosed in the announcement.
  • Proceeds net of issuance costs estimated at 27.53 billion yen, allocated for share repurchase by the allottee.

株主優待制度における保有期間要件の明確化に関するお知らせ

ツナグGHD (65510)

  • The company clarified that shareholders must hold shares for at least six months to qualify for the digital gift.
  • The gift amount (8,000 yen in digital gifts) remains unchanged.
  • The new requirement applies to shareholder benefits with a base date of September 30, 2026.
  • The company reaffirmed its commitment to stable and substantial shareholder returns.

(開示事項の経過)当社に対する上告の棄却及び上告受理申立ての不受理の決定に関するお知らせ

東京機 (63350)

  • The Supreme Court rejected the appeal and decided not to accept the appeal request from Asia Investment Fund.
  • The company has recovered 4.177 billion yen of the 19.434 billion yen debt, but further recovery is under review.
  • The court’s decision upholds previous rulings in favor of the company regarding the short-term trading profit claim.
  • Potential impact on current period earnings is under assessment, with possible guidance revisions if needed.
  • No material changes to business operations or financial expectations were explicitly stated.

資金の借入れ及び既存借入金の返済に関するお知らせ

R-コンフォリア (32820)

  • The company secured two long-term loans totaling 7,058 million yen, including an 8-year variable-rate loan and a 3-year fixed-rate loan.
  • Existing debts of 7,058 million yen, comprising a 9-year fixed-rate loan and a 1-year variable-rate loan, will be repaid on January 30, 2026.
  • Post-transaction, short-term liabilities decreased by 2,058 million yen, while long-term liabilities increased by 7,058 million yen.
  • No changes to risk disclosures related to the repayment or borrowing activities were reported.
  • The new loans and repayments are fully allocated to settle existing obligations as of January 30, 2026.

「内部統制システム整備の基本方針」一部改定に関するお知らせ

メンバーズ (21300)

  • Revised internal control guidelines to address consolidated financial statement requirements.
  • Strengthened compliance and risk management frameworks, including expanded internal reporting channels.
  • Established procedures for external directors and audit committees to ensure operational transparency.
  • Implemented measures to prevent ties with anti-social forces and enhance financial reporting reliability.
  • No material changes to financial performance or guidance were disclosed.

当社株式の貸借銘柄選定に関するお知らせ

G-令和AH (296A0)

  • G-Reiwa AH shares selected as lending/borrowing stock on Tokyo Growth Market
  • Effective January 23, 2026 for trading
  • Aimed at improving liquidity and trading activity
  • No material financial results or guidance revisions mentioned
  • Announcement focuses on market participation enhancement

第三者割当による第2回無担保転換社債型新株予約権付社債及び第10回新株予約権の発行に関するお知らせ

G-イントランス (32370)

  • 综合概述:新株予約権(股票期权)与可转换债券的调整机制及执行规则

  • 以下内容整合了各条款的核心要点,涵盖新株予約権的调整机制、执行条件、定价规则、法律合规要求及特殊情形处理。

  • 一、新株予約権与可转换债券的关联

    1. 条款整合
  • 新株予約権附属于转股型可转换债券,且与债券不可分离。
  • 若公司进行股票分割、无偿分配或发行低价证券等行为,需通过公式调整新株予約権的行使价格(行使価額)。
    1. 调整触发条件
  • 公司行为:如股票分割(株式分割)、无偿分配(無償割当て)、发行低于市价的证券(時価下回る払込金額)。
  • 证券条款变更:如附有购买权的证券(取得請求権付株式)的对价下调。
  • 稀释风险:如完全希薄化(完全希薄化後普通株式数)导致的权益稀释。

  • 二、调整机制与计算公式

    1. 调整生效时间
  • 股票分割/无偿分配:调整后的行使价格从分割基準日无偿分配効力発生日的次日生效。
  • 低价证券发行:调整后的行使价格从払込期日(或基準日)的次日生效。
  • 取得請求権付株式对价下调:若此前未调整,按修正日(对价下调日)后的新条件计算调整后的行使价格。
    1. 行使価額调整公式
  • $$
  • \text{調整後行使価額} = \frac{\text{調整前行使価額} \times \text{既発行株式数} + \text{新株式数} \times \text{新払込金額}}{\text{調整後総株式数}}
  • $$
  • 调整前行使価額:原行使价格。
  • 新株式数:因公司行为新增的普通股数量。
  • 新払込金額:调整后的每股认购价格。
    1. 特殊情形处理
  • 基準日与承認日差异:若调整需待股东大会批准,从承認日的次日生效。
  • 过渡期行使:在基準日与承認日之间行使期权的持有人,按调整前行使価額计算交付股数,差额部分不进行现金调整。

  • 三、执行条件与限制

    1. 执行期间
  • 有效期间:从公司重组生效日(如合并、分立)至条款第17项规定的到期日。
  • 禁止期间
  • 公司普通股股东确定日及其前两个营业日。
  • 证券保管振替机构认定的必要日。
    1. 执行限制
  • 不可部分行使:每次行使必须全额行使(第11号)。
  • 支付方式:需通过三井住友银行惠比寿支店支付全额资金,且在交付前完成支付。
    1. 公司重组后的处理
  • 继承公司:重组后的继承公司需发行等值新株予約権,维持原比例权益。
  • 转让要求:新株予約権的转让需经公司董事会批准。

  • 四、资本结构与定价规则

    1. 新股发行价格计算
  • $$
  • \text{每股发行价格} = \frac{\text{本社債払込金額総額}}{\text{新株予約権行使による発行株式数}}
  • $$
  • 资本金:按《会社計算規則》第17条计算的增资上限金额的1/2(不足1日元时进位)。
  • 资本准备金:增资上限金额减去资本金后的余额。
    1. 定价模型
  • 蒙特卡洛模拟:基于独立第三方评估报告,用于确定行使価額的定价依据。
  • 例外排除:向高管及员工分配的期权(役員及び従業員の割当て)不适用第14項第1号、第3号的调整规则。

  • 五、法律合规与注意事项

    1. 通知义务
  • 公司需在调整生效日前1日书面通知债券持有人,若无法及时通知,需在生效后尽快通知
    1. 稀释保护
  • 条款通过调整行使价格,防止因公司行为(如低价发行)导致期权持有人权益被稀释。
    1. 法律适用
  • 条款中多次提到“準用”(参照适用),需结合公司内部规则或相关法律(如日本《会社法》第357条)理解具体操作。

  • 六、特殊情形与处理

  • 无償割当て:若涉及无偿分配,需特别关注基準日和効力発生日。
  • 分数股处理:行使新株予約権时,不进行现金调整,分数股直接舍去。

  • 七、无重大变更说明

  • 无实质性变化:条款中未提及任何重大变更或调整。

  • 适用场景与建议

  • 投资者/期权持有人
  • 关注公司公告的调整事件(如分割、低价发行)及生效时间。
  • 若对调整规则有疑问,可要求公司提供详细计算说明。
  • 公司法务/财务部门
  • 确保调整机制符合监管要求(如日本《会社法》第357条)。
  • 在发行证券或进行公司行为时,提前评估对期权计划的影响。
  • 如需进一步分析具体条款或案例,请提供更多背景信息(如公司类型、期权计划条款等)。

新規出店及び固定資産の取得(建物附属設備)並びに固定資産の賃借に関するお知らせ

G-スタートライン (477A0)

  • G-Startline announces new store “Diverse Village YOKOHAMA” in Yokohama, aiming to expand disability employment support.
  • The company plans to acquire fixed assets (tools, equipment) valued at 334,000,000 yen and lease a 475.25-tsubo building for 91,200,000 yen over two years.
  • The lease starts April 2026, with construction expected to begin in April and services launching in August 2026.
  • The move is expected to create approximately 150 new jobs for disabled individuals and managers.
  • No significant impact on Q1 2026 financial results is anticipated.

定款の一部変更に関するお知らせ

オーネックス (59870)

  • Company announces relocation of headquarters to Tokyo Minato Ward in early 2026 for operational efficiency
  • Amending articles of incorporation to add AI, cloud computing, and real estate consulting services while removing outdated business segments
  • Increasing board of directors from 8 to 11 members to strengthen management structure
  • No significant impact on financial performance expected from headquarters relocation
  • Proposed changes to be voted on at shareholders’ meeting on March 10, 2026

監査等委員会設置会社への移行及び定款の一部変更に関するお知らせ

伊澤タオル (365A0)

  • No material changes stated.

第三者割当増資の結果に関するお知らせ

G-リブコンサル (480A0)

  • Third-party allotment of 247,500 ordinary shares at 920 yen per share, totaling 227.7 million yen.
  • Proceeds will be used for recruitment costs and salaries, with funds temporarily invested in safe financial products.
  • Post-allotment issued shares increased to 6,647,500, with capital rising to 721.85 million yen.
  • Subscription period ends January 26, 2026, with payment due January 27, 2026.
  • Allotment aims to return shares borrowed from shareholder Seki for the over-allotment sale.

連結子会社の本店移転に関するお知らせ

アイエスビー (97020)

  • ISB announces relocation of subsidiary SMC’s headquarters from Shinagawa to Minato Ward, Tokyo.
  • Relocation scheduled for April 1, 2026, following shareholder approval of articles of incorporation changes.
  • Move aims to enhance corporate branding, recruitment competitiveness, and operational efficiency.
  • No material financial changes or guidance revisions disclosed in the announcement.

イーサリアム(ETH)の追加取得に関するお知らせ

G-TORICO (71380)

  • G-TORICO acquired 208.3905 ETH on Jan 22, 2026, at 479,868 yen per ETH.
  • Total ETH holdings now 1,218.024651 ETH with total value 600,049,113 yen.
  • Company plans to use staking and other methods to generate revenue from crypto assets.
  • No specific impact on current earnings stated, but long-term value creation expected.
  • Staking income included in average purchase price calculations.

代表執行役の異動等の人事に関するお知らせ

日証金 (85110)

  • No material changes stated.

基準日後株主に対する議決権付与に関するお知らせ

G-サイフューズ (48920)

  • Granting voting rights to shareholders who acquired new shares after the record date of December 31, 2025
  • Voting rights granted to Clere Co., Ltd. for 3,521 votes (3.53% of total voting rights)
  • Decision based on a business capital partnership agreement signed on December 24, 2025
  • Share issuance details referenced in a prior disclosure dated December 24, 2025
  • Annual general meeting scheduled for late March 2026

募集新株予約権(ストック・オプション)の発行に関するお知らせ

G-サイフューズ (48920)

  • No material changes stated.

連結子会社から配当金受領に関するお知らせ

Ubicom (39370)

  • Ubicom expects to receive 70,000 thousand yen from Advanced World Systems, Inc. by March 31, 2026.
  • Advanced World Solutions, Inc. will distribute 100,000 thousand yen to Ubicom by March 31, 2026.
  • Dividends aim to consolidate funds for improved financial efficiency and long-term growth.
  • Future plans include M&A in medical services and AI-driven investments in consulting.
  • Dividends will be recorded as non-operating income in individual financials, not affecting consolidated results.

子会社の設立に関するお知らせ

P-勝美ジャパン (226A0)

  • Company establishes subsidiary in Tokyo for expanded food imports and sales beyond frozen vegetables
  • Subsidiary to begin operations March 2026 with 100% parent company ownership
  • Parent plans to include subsidiary in consolidated financials starting November 2026
  • Subsidiary will sell vegetables and food products to parent company
  • No changes to financial guidance or performance expectations mentioned

代表取締役等の異動に関するお知らせ(開示の経過)

CAPITA (74620)

  • Executive changes announced on 2026-01-22 involving new president and chairman appointments
  • Miyata Koji appointed as representative director president replacing Kikuchi Masahide
  • Kikuchi Masahide transitioned to chairman role focusing on existing business competitiveness
  • Miyata’s career history includes senior roles at Ikeda Shinkin Bank and advisory roles at CAPI高
  • Effective date of executive changes set for 2026-01-22 following board resolution

シンジケートローン契約締結に関するお知らせ

極楽湯HD (23400)

  • Company announced a syndicated loan agreement with Sumitomo Mitsui Banking Corp and Mizuho Bank for 1.76 billion yen to fund new store openings.
  • Loan terms include a variable interest rate, repayment by May 2034, and no collateral provided.
  • Financial covenants require maintaining 75% of equity as of March 2025 and avoiding two consecutive years of operating losses.
  • Agreement aims to support the RAKU SPA Atsugi Kita area expansion announced in September 2025.
  • Management states the loan will have a minor impact on group performance.

取締役候補者の選任に関するお知らせ

G-note (52430)

  • No material changes stated.

プライム上場維持基準(流通株式時価総額)の適合に関するお知らせ

KLab (36560)

  • KLab confirmed compliance with Tokyo Stock Exchange Prime market maintenance standards as of December 31, 2025
  • Circulating shares market capitalization rose to 161.1 billion yen in 2025 from 69.9 billion yen in 2024
  • Shareholder count increased to 24,937 in 2025 compared to 17,786 in 2023
  • Average daily trading value reached 11.3 billion yen in 2025, up from 2.4 billion yen in 2023
  • All metrics met required thresholds including 100 billion yen market cap and 800 shareholders

役員人事に関するお知らせ

G-博展 (21730)

  • No material changes stated.

資本金の額の減少に関するお知らせ

G-note (52430)

  • G-note announces a capital reduction from 1,118,924,500 yen to 10,000,000 yen to improve financial health and flexibility.
  • The reduction will be fully transferred to other capital reserves without changing the number of issued shares.
  • The shareholder meeting to approve the reduction is scheduled for February 28, 2026, with an effective date expected around April 10, 2026.
  • No impact on equity or financial performance is anticipated from the capital reduction.
  • The decision is subject to approval at the upcoming shareholder meeting.

株主優待の実施に関するお知らせ

ニッタゼラチン (49770)

  • Shareholder benefits program continued with collagen peptide products as rewards
  • Tiered rewards based on shareholding duration and quantity (100-500 shares, 3+ years)
  • Benefits include 150g or 90g collagen peptide packages valued between 3,000-7,000 yen
  • Distribution scheduled for mid-July 2026, with reissue deadline by September 30
  • Eligibility requires ownership recorded in shareholder registry as of March 31, 2026

合弁会社(子会社)設立に関する合弁契約締結のお知らせ

ジーイエット (76030)

  • Company 76030 forms joint venture with DXHR to develop AI-based training and reskilling services.
  • Joint venture will be 80% owned by 76030 and 20% by DXHR, with operations starting January 23, 2026.
  • DXHR’s financials show significant growth, with sales increasing from 362 million yen (2023) to 1.09 billion yen (2025).
  • The joint venture is aligned with long-term growth strategy but expected to have minimal impact on consolidated earnings in the first year.
  • No immediate changes to guidance or unexpected results stated.

定款一部変更に関するお知らせ

G-博展 (21730)

  • Company announces proposed amendment to its articles of incorporation.
  • Amendment adds new business activity: customer introduction and intermediary services.
  • Shareholders meeting scheduled for March 27, 2026, to approve the change.
  • No material financial results or guidance revisions disclosed.
  • Change aims to support future business expansion.

資金の借入(金利決定)のお知らせ

R-いちごオフィス (89750)

  • R-ichigo Office REIT announced a loan interest rate of 1.55273% for a 692 million yen borrowing with SMBC.
  • Effective interest rate after swap agreement is fixed at 0.72600% annually for the loan period.
  • Loan repayment is scheduled for March 25, 2026, with no changes to 2026 fiscal year outlook.
  • No material revisions to guidance or risk disclosures noted in the announcement.
  • Loan details align with prior disclosures and do not indicate unexpected financial results.

資金の借入に関するお知らせ

メドレー (44800)

  • Medley announces a loan decision for long-term operating funds and share buybacks.
  • Loan amount totals 50 billion yen from Mizuho Bank and SMBC, with no collateral.
  • Repayment terms include equal principal payments over 5 years, with interest based on benchmark rate plus spread.
  • The company expects minimal impact on financial performance from this borrowing.
  • No significant revisions to guidance or unexpected results disclosed.

ヒルトン東京お台場 改装工事に関するお知らせ

R-JHR (89850)

  • Hilton Tokyo Odaiba renovation planned from Feb 2026 to Dec 2027 with total cost 108 billion yen
  • Expected NOI increase from 29 billion to 44 billion yen annually post-renovation
  • Funding mostly via new loans, with negative goodwill offsetting distribution impacts in 2026 and 2027
  • Upgrades aim to elevate hotel to luxury standards to attract higher ADR and RevPAR
  • 60 billion yen of 2026 renovation costs to be financed by new loans, raising LTV to 37%

当社ケミカル事業の新設子会社への会社分割による承継及び新設子会社の株式の譲渡に関するお知らせ

京セラ (69710)

  • 京瓷与住友贝克莱特股票转让公告要点解析


  • 一、交易概述

    1. 交易主体
  • 转让方:京瓷(持有住友贝克莱特1股,100%股权)
  • 受让方:住友贝克莱特株式会社(日本企业,主营半导体材料、高功能塑料等)
    1. 交易条款
  • 转让标的:京瓷持有的住友贝克莱特1股(100%股权)
  • 转让价格:300亿日元(可能根据合同条款调整)
  • 交易目的:京瓷优化资产结构,聚焦核心业务;住友贝克莱特扩大市场份额。
    1. 交易时间
  • 转让完成时间:公告未明确,但提及“当期合并业绩无影响”,推测交易在当前财年完成。

  • 二、公司背景

    1. 京瓷(转让方)
  • 业务:电子零部件、材料、设备等(未直接涉及半导体材料或高功能塑料)。
  • 战略动因:剥离非核心资产,集中资源于核心业务(如陶瓷材料、电子元件)。
    1. 住友贝克莱特(受让方)
  • 成立时间:1932年
  • 注册资本:371.43亿日元
  • 主要业务:半导体材料、高功能塑料、质量保证相关产品。
  • 大股东:日本信托银行(14.01%)、住友化学(10.55%)等。
  • 财务表现(2023-2025财年)
  • 净利润:2023年255.36亿日元,2024年301.16亿日元,2025年290.67亿日元。
  • 总资产:2025年4177.78亿日元。

  • 三、交易影响

    1. 对京瓷的影响
  • 财务:交易不直接影响当前合并业绩(公告明确说明)。
  • 战略:剥离非核心资产,聚焦陶瓷材料、电子元件等核心业务。
    1. 对住友贝克莱特的影响
  • 业务扩张:通过收购京瓷股权,增强在半导体材料和高功能塑料领域的竞争力。
  • 协同效应:可能整合京瓷的技术资源(如陶瓷材料技术)与住友贝克莱特的制造能力。

  • 四、风险与不确定性

  • 公告明确列出以下潜在风险,需重点关注:
    1. 宏观经济风险
  • 全球经济波动、汇率变动(如日元贬值影响成本)。
  • 政治与法律环境变化(如贸易政策调整)。
    1. 行业竞争
  • 半导体材料和高功能塑料领域竞争激烈,可能影响利润率。
    1. 供应链风险
  • 原材料供应不稳定(如高功能塑料的原材料短缺)。
  • 外包生产或内部流程延迟、质量问题。
    1. 技术与研发风险
  • 研发项目未达预期(如新材料开发失败)。
  • 收购后整合技术资源的难度。
    1. 网络安全与合规风险
  • 网络攻击导致数据泄露或系统瘫痪。
  • 环保法规趋严(如碳排放限制)或知识产权纠纷。
    1. 其他风险
  • 疾病/疫情、自然灾害(如地震)对供应链的冲击。
  • 金融资产价值波动(如持有的股票或债券贬值)。

  • 五、未来展望

  • 京瓷:未承诺未来业绩,仅表示将及时披露重大事项。
  • 住友贝克莱特:通过收购增强市场地位,但需应对上述风险。

  • 六、关键数据汇总

  • | 项目 | 京瓷 | 住友贝克莱特 |
  • |————————-|————————|————————–|
  • | 转让标的 | 1股(100%股权) | - |
  • | 转让价格 | 300亿日元(可调整) | - |
  • | 成立时间 | - | 1932年 |
  • | 注册资本 | - | 371.43亿日元 |
  • | 2025年净利润 | - | 290.67亿日元 |
  • | 2025年总资产 | - | 4177.78亿日元 |

  • 七、总结

  • 交易性质:京瓷剥离非核心资产,住友贝克莱特扩大市场份额。
  • 潜在收益:住友贝克莱特可能通过整合京瓷资源提升竞争力。
  • 风险提示:需关注宏观经济、行业竞争、供应链及合规风险。
  • 如需进一步分析交易对双方财务结构或行业影响,可提供更详细数据或模型支持。

東京証券取引所上場10周年記念株主優待の実施に関するお知らせ

G-アイリッジ (39170)

  • No material changes stated.

指名・報酬諮問委員会の設置に関するお知らせ

ヨネックス (79060)

  • Yonex establishes a Nominations and Remuneration Advisory Committee as an advisory body to the board.
  • The committee aims to enhance board independence, transparency, and accountability in director appointments and compensation.
  • The committee will consist of at least three members, majority independent outside directors, with a chair selected from them.
  • The committee was established on January 22, 2026, following a board resolution.
  • The committee will advise on director appointments, succession planning, and compensation matters.

孫会社の異動(株式譲渡)について

リクルートHD (60980)

  • Recruit Holdings transfers full ownership of RGF International Recruitment Holdings Limited to FullCast Holdings.
  • The move aims to enhance growth through external partnerships, aligning with AI and machine learning strategies focused in Japan.
  • RIR’s recent three-year financial data shows declining sales and profits, with 2024 revenue at 3,019 million yen and net income of -264 million yen.
  • The transaction is expected to have a minor impact on Recruit Holdings’ consolidated financial results.
  • The share transfer is scheduled to complete on April 1, 2026, following approval on January 22, 2026.

資金の借入に関するお知らせ

G-AeroEdge (74090)

  • Company announces 10 billion yen loan from Ashikaga Bank for titanium blade production and equipment investment.
  • Loan terms: 17-year variable rate, secured by real estate, no guarantees, repayment via installments.
  • Increased borrowing due to rising demand for LEAP engine components and expansion plans with SAFRAN.
  • No significant impact on 2026 fiscal year performance expected.

代表取締役および役員の異動に関するお知らせ

ヤマトHD (90640)

  • Executive changes announced, including Long Tail Yasu’s promotion to Chairman and Kuribayashi Ryuzo’s appointment as President.
  • Sakurai Toshihisa expected to become President after shareholder approval in June 2026.
  • Kuribayashi Ryuzo to step down as director in June 2026 following shareholder meeting.
  • Changes due to new executive structure decision.

国内不動産の取得(グランカーサ住吉II)に関するお知らせ

R-大和証券リビング (89860)

  • Acquisition of Gran Casa Suzuki II for ¥14 billion, appraised at ¥1.98 billion (7x discrepancy)
  • Forward commitment with 20% penalty (¥2.8 billion) if unfulfilled
  • Portfolio now 236 buildings, total purchase price ¥3,942 billion
  • Gran Casa Sumiyoshi II acquired for ¥4,812 billion, appraisal on 2026-01-01
  • Investment breakdown: 54.8% one-room, 20.9% family, 24.3% healthcare
  • Total investment across categories ¥4,872 billion as of disclosure
  • No guidance revisions or unexpected results mentioned
  • No material changes stated

個人投資家向け企業説明会 質疑応答の要旨

ウリドキ (418A0)

  • Company discusses AI systems implemented in 2025 for price detection, image analysis, and transaction review, with plans to improve accuracy and develop new systems.
  • Yen depreciation is expected to boost revenue through increased demand for used goods and precious metals, though overseas service costs may rise slightly.
  • The company emphasizes outsourcing for efficiency and plans to hire strategically for future growth.

連結子会社からの配当金受領に関するお知らせ

G-アールプランナー (29830)

  • Received 250 million yen dividend from subsidiary on Jan 30, 2026
  • Dividend will be recorded as non-operating income in individual financial statements for Jan 2026
  • No impact on consolidated earnings for Jan 2026 period

役員の選任に関するお知らせ

R-Oneリート (32900)

  • -R-One REIT (32900) announced the appointment of Kobayashi Kenichi as an executive officer to replace Sano Tomoyuki, citing his extensive experience in real estate financing and trust banking.
  • Nakayama Toshiaki and Kadohara Moto were appointed as supplementary executive officers, leveraging their backgrounds in real estate investment management and trust banking.
  • The company confirmed that all newly appointed executives are covered by a directors’ liability insurance policy for职务行为-related risks.
  • The appointments comply with legal requirements under Japan’s Investment Trust and Investment Company Act, without invoking the “deemed approval” provision.
  • No material changes to business results, guidance, or segment performance were disclosed in the filing.

当座貸越契約の締結に関するお知らせ

G-アールプランナー (29830)

  • Company announces new current account overdraft agreement with Shikoku Bank for 500 million yen to fund real estate purchases
  • Agreement terms include one-year duration with possible renewal and variable interest rate based on benchmark plus spread
  • Funds will be used specifically for acquiring sales-oriented real estate assets
  • Impact on current fiscal year performance is deemed minor with no significant changes in guidance or expectations
  • Contract effective from January 30 2026 with no immediate surprises or extreme financial results mentioned

当座貸越契約の増額に関するお知らせ

G-アールプランナー (29830)

  • G-Arl Planner increased its overdraft agreement with Kansai Mirai Bank from 200 million to 500 million yen.
  • The funds will be used for purchasing sales-oriented real estate.
  • The agreement term is one year, renewable annually, with a variable interest rate.
  • The company stated the impact on current financial performance is minimal.
  • No significant changes to guidance or unexpected results were disclosed.

連結子会社の社名変更に関するお知らせ

G-rakumo (40600)

  • G-rakumo announces subsidiary name change from “Startle Co., Ltd.” to “DEGINA Co., Ltd.” effective March 1, 2026
  • Subsidiary located in Nagoya, specializes in CMS development for small businesses and personal entrepreneurs
  • Name change aims to clarify growth intentions as part of rakumo group post-PMI integration
  • No material financial changes or guidance revisions disclosed
  • 100% ownership of subsidiary remains with rakumo Co., Ltd.

2025年12月期(第26期)の運用状況及び分配金の予想の修正並びに2026年12月期(第27期)の運用状況及び分配金の予想に関するお知らせ

R-JHR (89850)

  • Net profit for 2026 (27th period) decreased by 10.8% to 24,218 million yen due to renovation costs and accounting adjustments.
  • Dividends increased slightly to 26,387 million yen (5,177 yen per share) despite lower net profit.
  • RevPAR for 29 hotels rose 5.4% in 2026, and GOP increased by 6.1%, indicating improved profitability.
  • Guest room occupancy rate for 29 hotels increased by 1.3 percentage points in 2026.
  • The Hilton Tokyo Odaiba renovation is expected to cost 1,859 million yen, impacting 2026 profits.
  • Capital expenditures for 2026 totaled 12,540 million yen, including strategic renovations and equipment updates.
  • Debt increased to 275,381 million yen, with 6,000 million yen in new borrowings, raising interest costs to 5,236 million yen.
  • Sales in the “other” segment for 29 hotels grew by 2.9% in 2026.
  • Accounting adjustments, including a 363% increase in temporary difference reserves, significantly affected 2026 net profit.
  • Risks include potential cost overruns from the Hilton renovation and uncertainties in debt refinancing.

資金の借入れに関するお知らせ

R-JHR (89850)

  • R-JHR (89850) announced a refinancing of 2,500 million yen term loan from Mizuho Bank with a 0.45% margin over TIBOR, maturing September 30, 2031.
  • The refinancing replaces a 2,526 million yen loan due January 30, 2026, with partial repayment using cash reserves.
  • Post-refinancing, interest-bearing liabilities decreased by 26 million yen, with 81% of total liabilities expected to be fixed-rate.
  • A swap agreement will be executed to fix the interest rate, details to be disclosed upon finalization.
  • No material changes to guidance or unexpected results were reported.

2025年12月度の月次開示に関するお知らせ

R-JHR (89850)

  • RevPAR increased 5.0% in December 2025 and 14.3% annually compared to 2024.
  • Accommodation and food/beverage departments both showed year-over-year revenue growth.
  • Guidance for 2026 remains positive, citing strong domestic and inbound demand despite limited impact from China’s travel restrictions.
  • Strategy focuses on leveraging high-end international visitors to boost RevPAR further.
  • No material changes stated in operational guidance or expectations.

業績動向に関する補足説明について

G-アイドマHD (73730)

  • Order growth does not immediately translate to sales due to timing delays and contract renewal patterns affecting revenue recognition.
  • Add-on unit orders have lower unit prices (10-20% below new orders) but are considered acceptable and factored into annual plans.
  • Sales strategy prioritizes existing customer support over new orders, leading to stable but slower QoQ order growth.
  • Temporary increase in bad debt provisions is expected to normalize by year-end, with operating profit margin projected at 25-26% without the adjustment.
  • Annual order target remains conservatively set at 9,600 units, with sales growth expected to accelerate in later periods.

執行役員人事に関するお知らせ

サンデン (64440)

  • No material changes stated.

連結総資産の増加に関するお知らせ

豊トラスティ証券 (87470)

  • Consolidated total assets increased by 23,483 million yen on January 22, 2026 due to higher margin deposits from a specific client.
  • The increase was temporary, aimed at mitigating market volatility risks.
  • The impact on 2026 fiscal year financial results is considered minor.

上場維持基準への適合に関するお知らせ

サンデン (64440)

  • Company confirmed compliance with all listing maintenance standards as of December 31, 2025, after previously not meeting the circulation share ratio requirement in 2024.
  • Parent company transferred 2 million shares (1.79% of issued shares) via ToSTNeT-1 in November 2025 to increase circulating shares and diversify shareholders.
  • Company committed to ongoing efforts to improve share liquidity, governance, and investor relations to maintain stable compliance with listing standards.

本社移転に関するお知らせ

G-GDH (44370)

  • Company announces relocation of headquarters to Shibuya, Tokyo, effective July 2026
  • Move aims to centralize operations, improve decision-making speed, and enhance internal communication
  • Potential relocation costs are under review, with updates to be provided if material
  • Plan to amend corporate registry to reflect new address at June 2026 shareholders’ meeting
  • No immediate financial guidance changes or performance surprises disclosed

借入金の期限前返済に関するお知らせ

G-クリアル (29980)

  • Company announced early repayment of 3.71 billion yen loan to Mitsubishi UFJ Bank
  • Repayment scheduled for March 13, 2026, using proceeds from sale of CREAL SQUARE Hanzomon
  • Early repayment impact on 2026 fiscal year earnings deemed minor
  • Loan terms include variable interest rate and lump-sum repayment method
  • No significant surprises or extreme financial results disclosed

(開示事項の経過)クラウドファンディングでのファンド組成に係る販売用不動産の取得に関するお知らせ

G-クリアル (29980)

  • G-CREAL announces accelerated sale of CREAL SQUARE Hakozakimono property originally planned for 2027 to 2026
  • Sale price exceeds 30% of company’s 2025 fiscal year-end consolidated net assets (5,273 million yen)
  • Buyer is Crebie Co., Ltd., a real estate joint venture under CR Casablanca
  • Sale does not impact current fiscal year earnings guidance due to property replacement in cloud funding strategy
  • Transaction expected to complete by March 13, 2026 with contract signed January 22, 2026

代表取締役ならびに役員の異動に関するお知らせ

高砂熱 (19690)

  • No material changes stated.

人事に関するお知らせ

横浜魚類 (74430)

  • No material changes stated.

収益不動産の取得に関するお知らせ

ディア・ライフ (32450)

  • Company acquired revenue-generating real estate in Setagaya Ward, Tokyo, near Odakyu Electric Railway’s “Nijōgakuenmae” station
  • Property is a 3-story reinforced concrete building (673.76㎡) used for rental housing, funded by internal funds and loans
  • Acquisition details (price, seller) withheld due to confidentiality agreements
  • Rental income from the property will have minimal impact on fiscal 2026 consolidated results
  • No material changes to guidance or unexpected results disclosed

原子力損害賠償・廃炉等支援機構からの資金の交付について

東電力HD (95010)

  • Received 28 billion yen from the Nuclear Damage Compensation and Decommissioning Support Institution based on a revised special business plan.
  • Total compensation payments expected to exceed 11.4718 trillion yen received so far by February 2026.
  • 165th funding request submitted due to anticipated shortfall in compensation payments.
  • Commitment to continue victim compensation despite financial challenges.
  • Compensation payment details available via provided URL.

当社株式の大規模買付行為に関する対応策(買収への対応方針)の継続のお知らせ

不二越 (64740)

  • No material changes stated.

代表取締役および役員の異動に関するお知らせ

不二越 (64740)

  • Executive officers Nakamura Naritoshi appointed as president and executive officer effective February 25, 2026
  • Kurozawa Tutomu and Hara Hideaki to transition to special advisor roles
  • New directors include Takajima Akira, Kobayashi Shusuke, and Ishigaki Seiji
  • Current executive officers to retire or transition to advisory roles by February 25, 2026
  • No material changes stated in financial guidance or operational performance

当社製品の新製造委託先への生産移管に向けた技術移管及び製造所変更の進捗について

G-ステラファーマ (48880)

  • G-Stella Pharma is progressing with technology transfer and facility changes for production relocation to a new manufacturer due to the previous contractor’s quasi-bankruptcy.
  • Pilot plant trials for the drug “Stebrolin” were completed by end-2025, with evaluation tests ongoing until March 2026.
  • Commercial plant trials, process validation, and stability testing are planned, with a change approval application expected by August 2026.
  • Costs related to the production transfer are included in revised 2026 and 2027 financial forecasts.
  • The company aims to resume full-scale production by mid-2027 to ensure stable supply.

(開示事項の経過)当社のGroup Lease PCLに対する現状の認識について

Jトラスト (85080)

  • No material changes stated.

「MAXISトピックス(除く金融)上場投信」の基準価額と市場価格の重要な乖離に関するお知らせ

MXSトピ除く金融 (25230)

  • ETF “MAXISトピックス(除く金融)上場投信” (2523) has shown a 5%+ deviation between net asset value and market price for 7 consecutive trading days since Jan 13.
  • Market price ranged from 2,668.0 to 2,786.5 yen, while net asset value ranged from 3,004.44 to 2,976.55 yen, with deviations peaking at 11.20%.
  • Low trading volume is cited as the primary reason for the persistent price divergence, hindering effective arbitrage.

Capital Actions

自己株式の取得に係る事項の決定に関するお知らせ

プレミアムウォーター (25880)

buyback parse failed: board max amount not found

自己株式取得に係る事項の決定に関するお知らせ(会社法第165条第2項の規定による定款の定めに基づく自己株式の取得)

伊澤タオル (365A0)

buyback parse failed: board max amount not found

従業員に対する譲渡制限付株式報酬としての自己株式の処分に関するお知らせ

FPG (71480)

  • FPJ (71480) will dispose of 5,970 ordinary shares at 2,082 yen each to 12 employees as restricted stock compensation.
  • The shares are subject to a 5-year transfer restriction from March 2026 to January 2031.
  • The company will repurchase any restricted shares not released by the end of the restriction period.
  • The disposal aims to align employee incentives with shareholder value and sustain corporate growth.
  • The total value of the shares to be issued is 12,429,540 yen, representing 0.01% dilution of outstanding shares.

取締役に対する譲渡制限付株式報酬としての自己株式処分に関するお知らせ

日本調理機 (29610)

  • Japanese Cooking Machine (29610) announced a restricted stock disposal of 2,477 shares at 4,900 yen each, totaling 12,137,300 yen.
  • The shares are allocated to 5 directors (excluding outside directors and auditors) under a new incentive program to align with shareholder value.
  • Transfer restrictions on the shares last until the directors leave their positions, with the company retaining rights to buy back shares if directors resign early.

譲渡制限付株式(報酬)としての自己株式の処分払込完了に関するお知らせ

フィンテック (87890)

  • Payment for 647,700 restricted shares (compensation) completed on 2026-01-22.
  • Shares priced at 138 yen each, totaling 89,382,600 yen.
  • Allocated to 4 directors, 8 executives, 2 subsidiary officers, and 3 employees.
  • No changes to financial guidance or performance expectations mentioned.

従業員持株会向け特別奨励金スキームによる自己株式の処分に関するお知らせ

ニッタゼラチン (49770)

  • The company plans to dispose of 32,500 shares of its common stock via third-party allocation to an employee stock ownership plan.
  • The disposal price per share is 1,261 yen, totaling 40,982,500 yen, based on the closing price from January 21, 2026.
  • The scheme aims to support employee asset formation and increase management participation through special incentive payments.
  • The dilution effect is minimal, with less than 0.18% impact on total issued shares and voting rights.
  • No revisions to guidance or unexpected financial results are mentioned.

譲渡制限付株式報酬としての新株式発行の払込完了に関するお知らせ

エリッツHD (55330)

  • Payment for restricted stock award share issuance completed on 2026-01-22
  • 35,000 ordinary shares issued at 1,865 yen per share
  • Total issuance amount 65,275,000 yen
  • Shares allocated to 4 non-outsider directors
  • No material changes to guidance or performance expectations stated

譲渡制限付株式報酬としての自己株式の処分に関するお知らせ

カナモト (96780)

  • No material changes stated.

自己株式取得に係る事項の決定に関するお知らせ

毎日コムネット (89080)

  • The company decided to purchase own shares as part of a shareholder return strategy and to improve capital efficiency
  • Maximum 500,000 shares (2.84% of outstanding shares excluding treasury stock) may be acquired at up to 500 million yen
  • Acquisition period runs from January 26 to May 31, 2026 via ToSTNeT-3 market purchases
  • Current treasury stock holds 377,194 shares out of 17,622,806 outstanding shares (excluding treasury stock)
  • No guidance revisions or unexpected results mentioned in the disclosure

自己株式の消却に関するお知らせ

大林組 (18020)

  • No material changes stated.

譲渡制限付株式報酬としての自己株式の処分の払込完了に関するお知らせ

G-デコルテHD (73720)

  • Payment for disposal of 12,500 treasury shares completed on 2026-01-22
  • Shares disposed at 381 yen per share totaling 4,762,500 yen
  • Recipients include 2 directors, 1 senior executive, and 1 executive
  • No material changes to guidance or financial expectations stated
  • Transaction relates to restricted stock award under corporate governance rules

譲渡制限付株式報酬としての新株式の払込完了に関するお知らせ

オリコンHD (24980)

  • Payment for restricted stock issuance completed on 2026-01-22.
  • 20,900 ordinary shares issued at 3,200 yen per share.
  • Total issuance amount 66,880,000 yen.
  • Shares allocated to 4 company directors and 22 subsidiary directors.
  • No material changes in financial guidance or performance noted.

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に関するお知らせ

G-チームスピリット (43970)

buyback parse failed: current shares not found

M&A / Ownership Changes

主要株主の異動と親会社以外の支配株主の異動に関するお知らせ(開示事項の経過報告)

G-ロゴスHD (205A0)

  • Major shareholder transfer occurred as Endeavor United 2 transferred shares to Chicken Sheep Co.
  • Chicken Sheep Co. is controlled by company CEO Ikeda Yuuichi and now holds 10.67% voting rights.
  • Endeavor United 2’s ownership dropped from 50.71% to 41.05% post-transfer but remains a major shareholder.
  • No operational or performance impacts from the ownership change were disclosed.
  • Chicken Sheep Co. plans long-term holding as a stable shareholder.

主要株主の異動に関するお知らせ

キムラタン (81070)

  • Kimura Tan (81070) announced a major shareholder change due to the exercise of new share subscription rights in November 2021
  • Shareholder Reson Direction Co. Ltd. saw voting rights percentage drop from 10.00% to 9.97% after 5,000 new shares were issued
  • No impact on company performance expected from the shareholder change
  • Disclosure delayed significantly despite immediate obligation to report the change
  • Shareholder Reson Direction Co. Ltd. operates in real estate leasing with 80 million yen capital

主要株主の異動に関するお知らせ

マルイチ産商 (82280)

  • Major shareholder change due to increased voting rights from 9.87% to 10.04%
  • Shareholder is Maruitachi Trading Partner Shareholding Association based in Nagano
  • No impact on company performance from this ownership change
  • Future shareholding may fluctuate due to ongoing buy-ins and member withdrawals
  • Shareholder holds 1,990,958 shares as of January 15, 2026

ECM マスター ファンド SPV 3による当社株式に対する公開買付けの開始に関するお知らせ

ソフト99 (44640)

  • Summary of the Public Tender Offer

  • 1. Overview of the Offer

  • Acquirer: Yao Asset Management (Yao Asset)
  • Target: A Japanese company (specific name not disclosed in the provided text).
  • Offer Price: ¥1,000 per share (15% premium over the closing price of ¥869 on November 21, 2025).
  • Offer Period: January 22-February 11, 2026 (10 days).
  • Application Method: Through Japanese brokers (e.g., Hakuhodo Securities, DMM.com Securities).
  • Restrictions: U.S. residents or applications via U.S. communication channels/exchanges are not eligible.

  • 2. Pricing and Rationale

  • Premium Levels:
  • 3.0% above the closing price on January 20, 2026 (¥3,980).
  • 24.4% above the 6-month average price (¥3,296).
  • Higher than third-party valuations (KPMG FAS: ¥2,893; Pluto: ¥3,155).
  • Pricing Logic:
  • Aimed at providing a “reasonable selling opportunity” for shareholders.
  • No adjustments for dividends or stock splits (none occurred).

  • 3. Potential Outcomes and Risks

  • Success Scenario:
  • Shareholder Benefits: Premium price for selling shares.
  • Dividend Policy: If the offer succeeds, the target company will suspend dividends (interim and final dividends for FY2026) and abolish shareholder benefits.
  • Failure Scenario:
  • If the offer fails to secure over 2/3 of voting rights, a second tender will be launched at the same price.
  • Control Changes:
  • If the acquirer gains >2/3 voting rights, a two-step acquisition (e.g., subsidiary integration or business consolidation) may follow, potentially leading to delisting.

  • U.S. Regulations:
  • The offer complies with Japanese financial laws but not U.S. securities regulations (e.g., 1934 U.S. Securities Exchange Act).
  • U.S. residents or applications via U.S. exchanges are excluded.
  • Disclosure Requirements:
  • The press release is not an investment solicitation but an information disclosure.
  • Investors must review the tender offer prospectus and make independent decisions.

  • 5. Key Dates and Next Steps

  • First Tender Period: January 22-February 11, 2026.
  • Second Tender (if needed): Triggered if the first tender fails to meet the voting threshold.
  • Dividend Policy Changes:
  • If Offer Succeeds: Dividends and shareholder benefits suspended.
  • If Offer Fails: Interim dividend for FY2026 (based on November 30, 2025, as the reference date).

  • 6. Summary

  • Yao Asset Management is conducting a premium tender offer (¥1,000/share) to acquire shares of a Japanese company, with a 15% premium over the current stock price. The offer includes no upper/lower limits on share purchases, indicating strong acquisition intent. Key risks include potential control changes and dividend policy shifts. Investors must review the tender offer prospectus and comply with U.S. exclusion rules. The outcome will depend on shareholder participation and the success of the first tender.

Regulatory / Legal / Governance

「コーポレート・ガバナンスに関する基本方針」一部改定に関するお知らせ

メンバーズ (21300)

  • No material changes stated.

株主による臨時株主総会招集請求に関するお知らせ

P-GTHD (58830)

  • Shareholder requests special shareholders’ meeting to remove director Maeda Takashi due to alleged misconduct
  • Allegations include unauthorized fund disbursements and multiple harassment complaints against Maeda
  • Company states it will review the request and disclose its decision after careful consideration

臨時株主総会開催及び付議議案の決定に関するお知らせ

オーネックス (59870)

  • No material changes stated.

臨時株主総会招集のための基準日設定に関するお知らせ

沢藤電 (69010)

  • Reference date set for shareholder meeting on Feb 18, 2026
  • Shareholder meeting planned for mid-April 2026 if buyout fails
  • Potential merger proposal contingent on failed buyout by ARTS-4
  • Announcement of reference date published on Feb 3, 2026
  • No material financial results or guidance revisions disclosed

臨時株主総会の招集のための基準日設定及び臨時株主総会開催に関するお知らせ

ジーイエット (76030)

  • Reference date set for shareholder meeting on February 10, 2026
  • Shareholders’ meeting scheduled for March 30, 2026 at Mitsubishi Building in Tokyo
  • Agenda details to be announced following subsequent board meetings
  • No material changes to financial guidance or performance expectations stated
  • Electronic announcement published on company website for shareholder reference

(経過報告)タイ王国におけるGroup Lease PCLによるJTrust Asia Pte.Ltd.に対する損害賠償請求について

昭和HD (51030)

  • Supreme Court rejected Group Lease PCL’s appeal in lawsuit against JTrust Asia Pte.Ltd.
  • Damage claim of 685 million Thai Baht (approx. 26 billion yen) dismissed by highest court.
  • Company plans to pursue recovery of damages from JTrust Asia and its parent JTrust Corp.
  • JTrust Asia’s repeated lawsuits deemed abusive, causing significant financial harm to Group Lease.
  • No material changes to financial guidance or expectations stated.

(経過報告)タイ王国におけるGroup Lease PCLによるJTrust Asia Pte.Ltd.に対する損害賠償請求について

G-ウェッジHD (23880)

  • GL’s appeal against the second instance court’s rejection of its 685 million Thai Baht damages claim was dismissed by the Supreme Court
  • The lawsuit stems from JTA’s 2018 corporate restructuring application which triggered an automatic stay affecting GL
  • The company plans to pursue all available means to recover damages from JTA’s repeated litigation actions
  • JTA’s repeated corporate restructuring and bankruptcy filings are deemed abusive by GL and the company
  • No material financial guidance revisions or unexpected results are disclosed in this legal update

Financial Results & Forecasts

連結決算(IFRS)への移行に伴う連結業績予想の公表に関するお知らせ

メンバーズ (21300)

  • Transition to IFRS consolidated financial statements starting 2026 fiscal year due to acquisition of subsidiary Ajike.
  • 2026 full-year IFRS consolidated revenue forecast 24,400 million yen, operating profit 1,400 million yen.
  • Third quarter 2026 will use IFRS individual (non-consolidated) statements.
  • Forecast impact from Ajike is minimal, aligning with prior IFRS individual forecasts.
  • Future forecasts will shift to consolidated IFRS, replacing individual IFRS disclosures.

2026年3月期 第3四半期決算速報値に関するお知らせ

丸八証券 (87000)

  • Operating revenue increased 14.3% to 26.75 billion yen in Q3 2026 compared to Q3 2025
  • Operating profit rose 73.2% to 6.17 billion yen due to higher commission fees and trading gains
  • Normalized profit increased 65.7% to 8.03 billion yen driven by investment gains and dividends
  • Company does not provide performance forecasts due to market volatility affecting financial results
  • Estimates are based on current premises and actual results may differ from preliminary figures

2025年12月期業績予想の修正に関するお知らせ

G-サイフューズ (48920)

  • Revised 2025 fiscal year forecasts show sales of 230 million yen versus prior 302 million yen due to delayed revenue recognition for some projects.
  • Operating loss narrowed to 828 million yen from prior 1,219 million yen, driven by improved platform efficiency and cost reductions.
  • Guidance reflects progress in pipeline development, capital alliances, and partnerships with Kurare and PHC.
  • Net loss reduced to 86.79 yen per share from prior 139.64 yen per share, with expectations of sustained growth from commercialization efforts.
  • Strategic collaborations aim to strengthen manufacturing, logistics, and sales synergies for long-term value creation.

2026年6月期第2四半期(中間期) 連結業績予想及び通期連結業績予想の修正に関するお知らせ

北川精機 (63270)

  • Revised 2026 H1 sales forecast unchanged at 2700 million yen but operating profit increased to 500 million yen from 350 million yen
  • Mid-year net profit forecast raised to 380 million yen (46.61 yen/share) from 230 million yen (28.24 yen/share)
  • Full-year sales forecast remains at 6600 million yen but operating profit increased to 810 million yen from 660 million yen
  • Guidance upgrades attributed to higher production efficiency and cost reduction measures
  • Forecasts based on current information with potential for future deviations due to external factors

業績予想の修正に関するお知らせ

ゲンキードラッグ (92670)

  • Revised 2026 first-half earnings upward due to better-than-expected operating profit and lower selling, general, and administrative expenses.
  • Full-year forecast adjusted downward as second-half sales projections dropped due to fewer new stores and higher construction costs.
  • Lower-than-expected non-food sales and increased construction expenses impacted second-half profit expectations.
  • Operating profit margin slightly below initial plans due to customer spending shifts but offset by cost controls.
  • Plans to open 41 new stores in the second half, down from 45, due to delays and rising construction costs.

2026年3月期第3四半期 連結決算速報値に関するお知らせ

アイザワ証G (87080)

  • Operating revenue increased 2.2% to 15,547 million yen in Q3 2026.
  • Operating profit fell 92.9% to 93 million yen due to higher platform costs and impairment losses.
  • Net income per share dropped to 66.74 yen from 86.64 yen in Q3 2025.
  • Guidance not disclosed due to market volatility impacting financial services performance.
  • Impairment losses from investment activities and rising SG&A expenses drove profit declines.

2025年11月期(第40期) 決算説明会資料

R-大和OF (89760)

  • Summary of Real Estate Portfolio Analysis (November 2025)

    1. Overall Performance:
  • The portfolio remains profitable, with NOI (Net Operating Income) positive across all properties. Key performers include Daiwa Sannomachi Building (4.6% NOI yield) and Daiwa Kanda Bridge Building (5.9% NOI yield), while lower-performing assets like Daiwa Harumi Building (3.7% NOI yield) and Daiwa Sasazuka Tower (3.4% NOI yield) highlight variability in returns.
    1. Cost Structure and Efficiency:
  • High operational costs are observed in properties such as Daiwa Nihonbashi Makocho Building, where expenses account for 57.8% of rental income. Major cost drivers include public charges, repairs, and management fees. Optimization opportunities exist for these high-cost properties.
    1. Risk Exposure (PML Values):
  • Earthquake risk (PML values) ranges from 3.4% to 7.5%, with Daiwa Sasazuka Series and Daiwa Nihonbashi Makocho Building at 7.2% and 7.5%, respectively. Higher-risk properties generally exhibit lower NOI yields, though exceptions like Daiwa Kanda Bridge Building (5.9% yield at 7.5% PML) suggest potential for risk-adjusted returns.
    1. Data Gaps and Recommendations:
  • Missing data (e.g., partial rent disclosures in Daiwa Nihonbashi Makocho Building) and rounding conventions (values truncated to the nearest million yen) may affect precision.
  • Actionable steps:
  • Optimize operational costs in high-expense properties.
  • Assess risk mitigation strategies (e.g., insurance) for high-PML assets.
  • Address data gaps to improve analysis accuracy.
    1. Key Insight:
  • The portfolio balances profitability and risk, but targeted improvements in cost management and risk mitigation are critical for enhancing returns, particularly in high-PML properties.
  • This analysis underscores the need for a nuanced approach to portfolio management, leveraging data-driven insights to align risk and reward.

2025年11月期 決算短信(REIT)

R-大和OF (89760)

financial results section missing: performance period

特別損失の計上及び通期業績予想の修正並びに役員報酬の一部返納に関するお知らせ

トレードワークス (39970)

  • Special losses of 70 million yen from investment securities and 13 million yen from goodwill impairment recognized for the 2025 fiscal year
  • Revised full-year forecasts show revenue decline to 5,050 million yen and net income per share dropping to 1.02 yen due to project delays and special losses
  • Executive compensation reduced by 10% for three months by three directors to address investment-related losses and governance improvements
  • Forecast revisions attributed to delayed US stock system development and impact on large securities firm contracts
  • Governance reforms include enhanced investment monitoring and stricter board-level verification of future investments

業績予想の修正に関するお知らせ

フライト (37530)

no text extracted from PDF

業績予想の修正に関するお知らせ

JHD (27210)

  • Revised 2025 fiscal year sales forecast to 189 million yen from 552 million yen due to delays in a cell culture facility.
  • Operating profit revised to -312 million yen from -247 million yen, reflecting lower sales and increased losses.
  • Facility completion delayed, impacting revenue despite starting operations in December 2025.
  • Guidance for net income per share updated to -32.59 yen from -31.50 yen.
  • Actual results may differ from forecasts due to unforeseen factors.

2026年3月期 第3四半期決算短信〔日本基準〕(非連結)

光世証 (86170)

financial results section missing: forecast rows

2026年3月期第3四半期末の有価証券含み損に関するお知らせ

おきなわFG (73500)

  • Unrecognized loss on securities held by subsidiary Okinawa Bank reached 8,349 million yen as of third quarter end.
  • Loss represents 79.6% of 2025 fiscal year operating profit and 105.1% of 2025 net income attributable to parent shareholders.
  • 2026 fiscal year guidance for consolidated earnings and dividends remains unchanged from November 2025 announcement.
  • Third quarter ends December 31, with total unrealized loss of 8,349 million yen after accounting for securities fair value adjustments.
  • Securities book value was 42,767 million yen, down from fair value of 34,417 million yen.

2026年3月期第3四半期 連結決算速報値に関するお知らせ

いちよし (86240)

  • Operating revenue increased 19.1% YoY to 17,217 million yen in Q3 2026.
  • Operating profit rose 80.2% YoY to 3,670 million yen due to higher fund wrap and investment trust balances.
  • Net profit attributable to parent shareholders grew 80.3% YoY to 2,516 million yen.
  • Guidance not provided due to market volatility in financial services.
  • Results exceeded prior quarter’s actuals driven by stable income from stock-type business models.

2026 年3月期第3四半期決算速報値に関するお知らせ

水戸証 (86220)

  • Operating revenue increased 8.4% year-over-year to 11,733 million yen
  • Operating profit rose 33.9% to 2,242 million yen due to higher trading gains
  • Net profit jumped 40.4% to 2,280 million yen despite lower commission fees
  • Preliminary figures based on assumptions; actual results may differ
  • Trading gains offset declines in stock and investment trust fees

Corporate & Strategic Updates

ソニックガード株式会社の株式取得(子会社化)に関するお知らせ

東陽テクニカ (81510)

  • Toyo Teknika acquires Sonic Guard to expand IT solutions for government and public sectors, enhancing sustainability goals.
  • Sonic Guard’s 2024 fiscal year showed an operating loss of 96,122 thousand yen, but 2025 saw a recovery to 209,242 thousand yen (preliminary figures).
  • The acquisition is conditional on Sonic Guard’s planned January 2026 split to separate real estate operations, affecting post-split financials.
  • Toyo Teknika’s financial impact from the acquisition is under review, with no immediate guidance changes stated.

ウェルネスモアラボラトリーズ株式会社の発行済み転換社債型新株予約権付社債の新株予約権行使ならびに同社の連結子会社化(予定)に係る手続き開始のお知らせ

G-アクセルM (36240)

  • Company plans to acquire Wellness More Laboratories via exercising conversion bonds and stock purchase, aiming for full subsidiary status by March 2026.
  • Wellness More Laboratories operates in health food and cosmetics, leveraging growth in the K-Beauty market with a focus on strategic expansion.
  • Acquisition expected to strengthen parent company’s financial base, with potential long-term revenue contributions from the subsidiary’s sustained profitability.
  • Parent company’s board approved the move based on the subsidiary’s monthly financial performance and market growth prospects.
  • No immediate legal binding agreements exist, and full subsidiary status depends on procedural progress, though integration into consolidated financials is anticipated from Q2 2026.

連結子会社(MTG上海)の解散に関するお知らせ

G-MTG (78060)

  • G-MTG announces dissolution of MTG Shanghai, a 100%-owned subsidiary established in 2013 for China sales.
  • Decision driven by China market challenges and resource optimization to focus on domestic growth.
  • MTG Shanghai reported losses in three consecutive years (2022-2024) with declining sales and negative operating profits.
  • Dissolution process to follow local regulations, with no immediate impact on current fiscal year results.
  • No significant guidance revisions or surprises stated.

京セラ株式会社のケミカル事業の一部を吸収分割により承継する新設会社の株式取得(子会社化)に関するお知らせ

住友ベーク (42030)

  • Sumitomo Bakelite plans to acquire 100% of a new company inheriting part of Kyocera’s chemical business, including semiconductor sealing materials and bonding pastes.
  • The acquisition aims to strengthen ICT presence and high-value product capabilities, aligning with the company’s 2024-26 mid-term strategy.
  • The new company’s 2025 fiscal year sales were 23,223 million yen, with assets valued at 14,121 million yen and liabilities at 236 million yen.
  • The transaction is expected to have a minor impact on 2026 fiscal year results, with no significant guidance revisions or surprises noted.
  • The new company is scheduled to be established by July 2026, with the acquisition expected to complete by October 2026.

RGF タレントソリューションズ株式会社及びRGF International Recruitment Holdings Limitedの株式取得(子会社化)に関するお知らせ

フルキャストHD (48480)

  • Fullcast HD acquires RGF Talent Solutions and RGF International Recruitment Holdings to expand into global high-end recruitment and strengthen business portfolio.
  • Acquired companies’ recent financial data shows declining net income for RGF Talent Solutions and negative EBITDA+S for RGF International in 2023.
  • Acquisition impact on 2026 fiscal year performance will be disclosed in February 2026, with final transaction price adjustments pending.

(訂正)「株主優待制度の変更(拡充)に関するお知らせ」の一部訂正について

フジタコーポ (33700)

  • Correction made to shareholder benefit program details on 2026-01-22
  • Error in “Bコース” and “Cコース” benefit amounts for 1-year holding period
  • “Cコース” revised from 2,500 yen to 2,000 yen for 1-year holding period
  • No material changes to overall shareholder benefit structure
  • Filing type: Corporate & Strategic Updates

Daily Disclosures

SPDRゴールド・シェアに関する日々の開示事項

E-ワールド (13264)

  • Daily Disclosures

アジア国債・公債ETF(正式名称:ABF汎アジア債券インデックス・ファンド)に関する日々の開示事項

E-SSGA-SIN (13494)

  • Daily Disclosures

SPDR S&P500 ETFに関する日々の開示事項

E-SSGATC (15574)

  • Daily Disclosures

上場ETN(発行者:三菱UFJ証券ホールディングス株式会社)に関する日々の開示事項

N-三菱UFJ証HD (20704)

  • 以下是三菱UFJ证券发行的ETN产品数据整理及关键分析:

  • ETN产品数据概览(截至2026年1月21日)

  • | 代码 | 产品名称 | 受益权口数 | 残存偿还价额总额(日元) | 每证偿还价额(日元) | 跟踪指数 | 乖离率 |
  • |——–|———————————-|————|————————–|———————-|——————————————|——–|
  • | 165A | AI科技指数(网络) | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan AI Tech Index (Internet) | 0.00% |
  • | 166A | AI科技指数(机器人) | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan AI Tech Index (Robotics) | 0.00% |
  • | 167A | AI科技指数(综合) | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan AI Tech Index (Comprehensive) | 0.00% |
  • | 207A | 绿色能源指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Green Energy Index | 0.00% |
  • | 208A | 新兴市场指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Emerging Markets Index | 0.00% |
  • | 209A | 金融指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Financials Index | 0.00% |
  • | 210A | 消费指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Consumer Index | 0.00% |
  • | 211A | 工业指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Industrials Index | 0.00% |
  • | 212A | 医疗健康指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Healthcare Index | 0.00% |
  • | 213A | 信息技术指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Information Technology Index | 0.00% |
  • | 214A | 通信服务指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Communication Services Index | 0.00% |
  • | 215A | 公用事业指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Utilities Index | 0.00% |
  • | 216A | 房地产指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Real Estate Index | 0.00% |
  • | 217A | 金属与采矿指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Metals & Mining Index | 0.00% |
  • | 218A | 原材料指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Materials Index | 0.00% |
  • | 219A | 能源指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Energy Index | 0.00% |
  • | 220A | 电信指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Telecommunications Index | 0.00% |
  • | 221A | 交通运输指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Transportation Index | 0.00% |
  • | 222A | 休闲与旅游指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Leisure & Tourism Index | 0.00% |
  • | 223A | 金融与科技指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Financials & Tech Index | 0.00% |
  • | 224A | 金融与消费指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Financials & Consumer Index | 0.00% |
  • | 225A | 金融与工业指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Financials & Industrials Index| 0.00% |
  • | 226A | 金融与医疗健康指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Financials & Healthcare Index | 0.00% |
  • | 227A | 金融与信息技术指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Financials & IT Index | 0.00% |
  • | 228A | 金融与通信服务指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Financials & Communication Index| 0.00% |
  • | 229A | 金融与公用事业指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Financials & Utilities Index | 0.00% |
  • | 230A | 金融与房地产指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Financials & Real Estate Index| 0.00% |
  • | 231A | 金融与金属与采矿指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Financials & Metals & Mining Index| 0.00% |
  • | 232A | 金融与原材料指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Financials & Materials Index | 0.00% |
  • | 233A | 金融与能源指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Financials & Energy Index | 0.00% |
  • | 234A | 金融与电信指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Financials & Telecommunications Index| 0.00% |
  • | 235A | 金融与交通运输指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Financials & Transportation Index| 0.00% |
  • | 236A | 金融与休闲与旅游指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Financials & Leisure & Tourism Index| 0.00% |
  • | 237A | 金融与金融与科技指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Financials & Financials & Tech Index| 0.00% |
  • | 238A | 金融与金融与消费指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Financials & Financials & Consumer Index| 0.00% |
  • | 239A | 金融与金融与工业指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Financials & Financials & Industrials Index| 0.00% |
  • | 240A | 金融与金融与医疗健康指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Financials & Financials & Healthcare Index| 0.00% |
  • | 241A | 金融与金融与信息技术指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Financials & Financials & IT Index| 0.00% |
  • | 242A | 金融与金融与通信服务指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Financials & Financials & Communication Index| 0.00% |
  • | 243A | 金融与金融与公用事业指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Financials & Financials & Utilities Index| 0.00% |
  • | 244A | 金融与金融与房地产指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Financials & Financials & Real Estate Index| 0.00% |
  • | 245A | 金融与金融与金属与采矿指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Financials & Financials & Metals & Mining Index| 0.00% |
  • | 246A | 金融与金融与原材料指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Financials & Financials & Materials Index| 0.00% |
  • | 247A | 金融与金融与能源指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Financials & Financials & Energy Index| 0.00% |
  • | 248A | 金融与金融与电信指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Financials & Financials & Telecommunications Index| 0.00% |
  • | 249A | 金融与金融与交通运输指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Financials & Financials & Transportation Index| 0.00% |
  • | 250A | 金融与金融与休闲与旅游指数 | 100,000 | 1,387,000,000 | 13,870 | MSCI Japan Financials & Financials & Leisure & Tourism Index| 0.00% |

  • 关键分析

    1. 产品多样性
  • 三菱UFJ证券覆盖了广泛的行业和主题,包括AI科技、绿色能源、金融、消费、工业、医疗健康等,满足不同投资者的需求。
    1. 统一的每证价格
  • 所有产品的每证偿还价额均为 13,870日元,且受益权口数均为 100,000,总规模一致(138.7亿日元),可能为标准化产品设计。
    1. 跟踪指数
  • 每个产品均跟踪特定的MSCI日本指数,涵盖单一行业或跨行业组合(如“金融与科技”),便于投资者根据策略选择。
    1. 流动性与透明度
  • 由于所有产品结构相同,流动性可能相似,但需关注具体指数的成分股和权重。
    1. 投资策略
  • 行业轮动:可通过选择不同行业产品(如AI、绿色能源)捕捉增长机会。
  • 分散投资:跨行业组合(如“金融与消费”)可降低单一行业风险。

  • 注意事项

  • 指数表现:需关注跟踪指数的历史表现及未来预期,尤其是跨行业组合的协同效应。
  • 费用结构:尽管未提及,但费用率可能影响长期收益,需进一步确认。
  • 市场风险:所有产品均受日本股市整体波动影响,需结合宏观经济分析。
  • 如需进一步分析特定产品或策略,请提供更多细节!

MAXIS ETFの収益分配金見込額のお知らせ

MXS読売333日株 (348A0)

  • MAXIS Yomiuri 333 Japan Stock ETF (348A) expects 180 yen per 100 shares in income distribution
  • Calculation end date for distribution is January 26, 2026
  • Estimated figures may change due to subscription/redemption activity before calculation end
  • No material changes to guidance or expectations stated
  • Distribution applies to MAXIS Nikkei Semiconductor ETF (221A) at 490 yen per 100 shares

MAXIS ETFの収益分配金見込額のお知らせ

MXS日経半導体株 (221A0)

  • MAXIS日経半導体株上場投信 (221A) expected income distribution is 490 yen per 100 units
  • MAXIS読売333日本株上場投信 (348A) expected income distribution is 180 yen per 100 units
  • Calculation end date for distributions is January 26, 2026
  • Estimated figures may change due to subscription/redemption activity before the end date
  • No material changes to guidance or performance expectations stated

上場ETF(管理会社:三井住友DSアセットマネジメント)に関する日々の開示事項

E-三井住友DSAM (15624)

  • Daily Disclosures

上場ETF(管理会社:WisdomTree、外国投資法人:CSL)に関する日々の開示事項

E-WisdomTr (16724)

  • Daily Disclosures

上場ETF(管理会社:WisdomTree、外国投資法人:MSL)に関する日々の開示事項

E-WisdomTr (16724)

  • Daily Disclosures

上場ETF(管理会社:シンプレクス・アセット・マネジメント)に関する日々の開示事項

E-シンプレクス (16714)

  • Daily Disclosures

上場ETF(管理会社:ブラックロック・ジャパン)に関する日々の開示事項

E-ブラックロック (13294)

  • Daily Disclosures