Japan Stock IR Daily – July 08, 2026 (19 reports)

• iFreeETF US Treasury 7-10 Year (FX Unhedged) (Code: 2015) announced its financial results for the May 2026 period (November 26, 2025 – May 25, 2026).
• Net assets at the end of May 2026 were JPY 5,752 million, an increase from JPY 3,314 million at the end of November 2025.
• The primary investment asset is US Treasury bonds, accounting for 98.6% (JPY 5,674 million) of the portfolio as of the end of May 2026.
• The NAV per unit at the end of May 2026 was JPY 2,145.64, compared to JPY 2,186.39 at the end of November 2025.
• Total units outstanding at the end of the current period were 2,681 thousand units, up from 1,516 thousand units at the end of the previous period.
• The distribution per unit for the May 2026 period was JPY 19.

The financial summary indicates a substantial increase in net assets for the iFreeETF US Treasury 7-10 Year, which appears to be driven by a significant rise in units issued during the period. The continued concentration of investments in US Treasury bonds highlights the fund’s adherence to its stated investment strategy. Investors may consider these figures in evaluating the fund’s growth and asset allocation.

• ＧＸＵＳ配当貴族ヘ (Code: 2095) announced its financial results for the Q2 FY2026 (November 25, 2025 – May 24, 2026) on July 8, 2026.
• As of the end of May 2026, net assets amounted to ¥441 million (compared to ¥159 million at the end of November 2025), and the NAV per 100 units was ¥110,442 (compared to ¥106,173 at the end of November 2025).
• The total number of outstanding units at the end of the specified period was 400 thousand units (compared to 150 thousand units at the end of November 2025).
• The distribution per 100 units for the May 2026 period was announced as ¥300.
• Main investment assets accounted for ¥442 million, representing 100.1% of the portfolio.

The Q2 FY2026 results for ＧＸＵＳ配当貴族ヘ indicate an increase in net assets and outstanding units compared to the previous period, suggesting fund growth. The rise in NAV alongside continued distributions per 100 units may be of interest to investors seeking regular cash flow.

• Asahi Group Holdings announced its consolidated financial results for the fiscal year ended December 31, 2025.
• Revenue for FY2025 was ¥2,894,676 million, representing a 1.5% decrease compared to the previous fiscal year.
• Profit attributable to owners of the parent for FY2025 was ¥121,574 million, a 36.7% decrease year-over-year.
• Basic earnings per share for FY2025 stood at ¥81.29, down from ¥126.66 in the prior year.
• For FY2026, the company forecasts consolidated revenue of ¥3,220,000 million (an 11.2% increase year-on-year) and profit attributable to owners of the parent of ¥194,000 million (a 59.6% increase year-on-year).
• The annual dividend per share for FY2025 was ¥52.00 (¥26.00 at Q2 end, ¥26.00 at year-end), with a forecast of ¥57.00 for FY2026 (¥26.00 at Q2 end, ¥31.00 at year-end).

Asahi Group Holdings’ FY2025 consolidated results show a decline in both revenue and profit attributable to owners of the parent compared to the previous year, with a decrease in business profit even on a constant currency basis. This may reflect challenging business conditions during the period. However, the company’s FY2026 forecast projects substantial growth in both revenue and profit, particularly with a significant 59.6% increase in profit attributable to owners of the parent, which could indicate management’s outlook for recovery and future expansion.

• Life Corporation announced its consolidated financial results for the first quarter of the fiscal year ending February 2027 (March 1, 2026 to May 31, 2026).
• Operating revenue amounted to ¥223,296 million, a 3.2% increase compared to the same quarter of the previous year.
• Operating profit was ¥7,230 million (down 6.9% year-on-year), ordinary profit was ¥7,484 million (down 6.1%), and net profit attributable to parent company shareholders was ¥5,081 million (down 9.0%).
• Earnings per share for the quarter were ¥58.73.
• The company maintains its full-year consolidated performance forecast for FY2027, projecting operating revenue of ¥922.5 billion (up 4.7% year-on-year), operating profit of ¥27.0 billion (up 3.8%), ordinary profit of ¥28.0 billion (up 3.4%), and net profit attributable to parent company shareholders of ¥19.0 billion (up 0.9%).
• Selling, general, and administrative expenses increased due to higher property expenses associated with new store openings, as well as increased personnel costs resulting from investments in human capital and improved compensation.

While operating revenue increased, the decline in operating, ordinary, and net profits suggests that rising selling, general, and administrative expenses, including those from new store openings and personnel investments, impacted profitability. This could indicate a period of strategic investment for future growth. Investors may want to monitor how the company manages these costs and improves profitability in subsequent quarters, especially given that the full-year forecast remains unchanged.

• AI Fusion Capital Group (Code: 254A) has resolved to implement a shareholder benefit program as part of its shareholder return policy.
• A special shareholder benefit will be granted to shareholders holding 1 unit (100 shares) or more as of July 31, 2026, consisting of four vouchers exchangeable for “Unaju ” at “Unagi no Naruse” restaurants. This special benefit is planned as a one-time offering.
• From March 2027 onwards, regular shareholder benefits will be implemented twice a year (March and September), targeting shareholders who continuously hold 1 unit (100 shares) or more for at least one year as of the end of March and September, granting two vouchers each time.
• Shareholders unable to visit “Unagi no Naruse” restaurants can opt to exchange their vouchers for designated frozen eel products.
• The impact of this program on the company’s consolidated performance is currently under review, and any material developments will be announced promptly.

• WOLVES HAND Co., Ltd. (G-WOLVES) resolved to acquire shares of NorthOne Co., Ltd., making it a subsidiary, at an extraordinary board meeting held on July 8, 2026.
• NorthOne Co., Ltd. operates “Komorebi Animal Hospital” in Nerima-ku, Tokyo, with its core business being the operation of animal hospitals.
• G-WOLVES will acquire all 20 shares of NorthOne Co., Ltd., resulting in a 100.0% voting rights ownership.
• NorthOne Co., Ltd.’s revenue for the fiscal year ended September 2025 was 275,861 thousand yen, with an operating profit of 52,139 thousand yen.
• The share transfer is scheduled for August 14, 2026, subject to NorthOne’s planned company split in August 2026 to separate its asset management business.

This acquisition appears to be a strategic move by G-WOLVES to further enhance its veterinary hospital network. Integrating “Komorebi Animal Hospital” in Nerima-ku may strengthen geographical continuity with existing facilities, potentially improving overall diagnostic quality and fostering synergies within the group. The expansion of clinical infrastructure and network capabilities in Tokyo’s 23 wards could be a key factor for future business development.

• Endo Manufacturing Co., Ltd. announced on July 8, 2026, that its Board of Directors resolved to acquire shares of Medivation Co., Ltd., making it a consolidated subsidiary.
• This share acquisition is positioned as part of “reconstruction of business portfolio” within Endo Manufacturing’s medium-term management plan, which commenced in the fiscal year ending December 2024.
• Medivation Co., Ltd., established on July 3, 2017, is engaged in the planning, design, and wholesale of medical devices, with its flagship product being the orthopedic implant “Anklock anatomy plate.”
• Endo Manufacturing will acquire 90 shares of Medivation Co., Ltd., resulting in a 100% voting rights ownership. The share transfer execution date is July 13, 2026.
• Medivation Co., Ltd.’s financial results for the fiscal year ended June 2025 were net sales of 930,736 thousand yen, operating profit of 113,840 thousand yen, and net income of 75,116 thousand yen.

Endo Manufacturing’s acquisition of Medivation Co., Ltd. demonstrates the company’s commitment to its medium-term management plan, which includes strategic investments through M&A for business expansion. This move appears to broaden Endo’s medical device business into the orthopedic implant sales sector, potentially strengthening its market position and fostering synergies. Medivation’s specialized products, designed for Japanese skeletal structures, could offer a competitive advantage in the domestic market.

• Consolidated net sales for the fiscal year ended May 2026 were ¥31,154 million (up 5.0% year-on-year).
• Consolidated operating profit was ¥4,420 million (up 9.2% year-on-year), and consolidated ordinary profit was ¥4,584 million (up 8.1% year-on-year).
• Net income attributable to owners of the parent was ¥3,382 million (down 17.0% year-on-year).
• The annual dividend for the fiscal year ended May 2026 was ¥120.00 (including ¥60.00 at year-end), unchanged from the previous fiscal year.
• The consolidated earnings forecast for the fiscal year ending May 2027 projects net sales of ¥34,200 million (up 9.8% year-on-year), operating profit of ¥4,900 million (up 10.9% year-on-year), and net income attributable to owners of the parent of ¥3,500 million (up 3.5% year-on-year). The annual dividend forecast is ¥180.00.

While consolidated net sales and operating profit increased, the decrease in net income attributable to owners of the parent may suggest the influence of one-off factors or changes in cost structure. The upcoming fiscal year’s forecast indicates growth across net sales, operating profit, and net income attributable to owners of the parent, along with a significant increase in the annual dividend, which could be a point of interest for investors.

• For the first quarter of the fiscal year ending February 2027 (March 1, 2026 to May 31, 2026), consolidated net sales reached ¥105,483 million, an 8.0% increase year-on-year.
• Consolidated net income attributable to owners of parent was ¥14,296 million, an increase of 10.4% compared to the same period last year.
• Non-consolidated net sales were ¥75,411 million (+6.5% YoY), and non-consolidated net income attributable to owners of parent was ¥13,145 million (+8.6% YoY).
• The Overseas segment reported net sales of ¥28,116 million (+10.8% YoY) but a segment profit of ¥1,074 million (-51.5% YoY).
• As of May 2026, the number of domestic stores was 1,115 (an increase of 8 from the end of the previous fiscal year), and overseas stores totaled 393 (a decrease of 5 from the end of the previous fiscal year).

ABC-MART’s Q1 FY2027 results show growth in both consolidated and non-consolidated net sales and net income compared to the prior year. While the Overseas segment’s net sales increased, a significant decrease in segment profit is noteworthy and may warrant further monitoring. The continued expansion of domestic stores and a digital sales ratio of 10.6% could indicate a focus on multi-channel strategies, which might be a point of interest for investors.

• Tsuruha Holdings announced its consolidated financial results for the first quarter of fiscal year 2027 (March 1, 2026 – May 31, 2026).
• Sales amounted to ¥636,886 million, marking a 133.7% increase compared to the same quarter of the previous year.
• EBITDA was reported at ¥39,480 million, a 131.6% increase year-on-year.
• Net income attributable to owners of parent reached ¥13,477 million, up 21.3% from the prior year’s comparable quarter.
• Diluted earnings per share for the quarter were ¥29.75 (compared to ¥45.66 in the prior year’s first quarter).
• The company completed a business integration with Welcia Holdings Co., Ltd. on December 1, 2025, and is now promoting a newly formulated medium-term management plan.

Tsuruha Holdings’ Q1 FY2027 results show a significant year-on-year increase in sales, which is largely attributable to the business integration with Welcia Holdings in December 2025. While net income attributable to parent also increased, its growth rate lags behind the sales increase, suggesting that the balance between business scale expansion and profitability following the integration could be a key area for investors to monitor. The decrease in diluted earnings per share compared to the prior year may reflect the impact of the stock split and changes in outstanding shares due to the integration.

• BellSystem24 Holdings announced its consolidated results for the first quarter of the fiscal year ending February 2027 (March 1, 2026 – May 31, 2026).
• Revenue totaled ¥36,701 million, representing a 0.3% increase compared to the same quarter of the previous fiscal year.
• Operating profit was ¥3,213 million (+11.2% YoY) and profit before tax was ¥3,090 million (+10.9% YoY).
• Profit attributable to owners of the parent reached ¥2,268 million, a 22.2% increase year-on-year.
• Basic earnings per share for the quarter were ¥30.51, up from ¥25.12 in the prior year’s first quarter.
• There are no revisions to the full-year consolidated earnings forecast or the annual dividend forecast for the fiscal year ending February 2027.

• For Q1 FY2027, Taka-Q reported net sales of ¥2,195 million, marking an 8.9% decrease year-over-year.
• Operating profit for the quarter was ¥56 million, a 62.3% decrease compared to the same period last year.
• Net income for the period stood at ¥45 million, representing a 74.1% decrease from the prior year’s first quarter.
• The decline in net sales was attributed to struggling sales in key product categories such as suits and cut-and-sew items, as well as a review of the EC business scale.
• Selling, general, and administrative (SG&A) expenses decreased by 3.5% year-over-year to ¥1,356 million, due to reductions in advertising expenses, personnel costs, and other expenses.

Taka-Q’s Q1 FY2027 results show a decline in both net sales and all profit stages compared to the previous year. This performance appears to be influenced by a reassessment of its e-commerce strategy and weak sales in core product lines. However, the company successfully reduced SG&A expenses, which may indicate proactive cost management efforts. While the full-year forecast remains unchanged, investors might want to monitor the effectiveness of the company’s renewed EC strategy and the performance of its physical stores moving forward.

• Tenmaya Store (9846) announced its Q1 FY2027 consolidated financial results for the period from March 1, 2026, to May 31, 2026.
• Consolidated operating revenue reached ¥14.701 billion, marking a 2.3% increase year-over-year.
• Consolidated operating profit was ¥563 million (down 6.0% YoY), and ordinary profit was ¥569 million (down 7.3% YoY).
• Net profit attributable to owners of parent significantly increased by 47.8% year-on-year to ¥384 million.
• The full-year consolidated performance forecast and the annual dividend forecast (¥10.00 at fiscal year-end, total ¥20.00 for the full year) for FY2027 remain unchanged from the most recently announced figures.

Tenmaya Store’s Q1 results show an increase in operating revenue despite a decline in both operating and ordinary profit. The substantial rise in net profit attributable to owners of parent could indicate favorable movements in non-operating items or special gains/losses compared to the previous year. With the full-year forecast maintained, the company appears to be progressing as planned, suggesting that the initial projections remain robust.

• MiniStop Co., Ltd. announced its consolidated financial results for the first quarter of the fiscal year ending February 2027.
• Operating revenue increased by 5.0% year-on-year to ¥24,913 million.
• The company reported an operating loss of ¥2,015 million and an ordinary loss of ¥1,898 million.
• Net loss attributable to owners of the parent was ¥2,308 million.
• Basic earnings per share for the quarter were ¥-79.58.
• The full-year consolidated earnings forecast remains unchanged, projecting operating revenue of ¥97,000 million (up 5.7% year-on-year), operating profit of ¥1,500 million, ordinary profit of ¥1,900 million, and net profit attributable to owners of the parent of ¥100 million.

While MiniStop’s operating revenue saw a modest increase in Q1, the company recorded significant operating and net losses. This performance was attributed to increased advertising expenses and personnel costs from a rise in directly managed stores. Investors may want to monitor the impact of ongoing structural reforms and merchandising strategies on future profitability, particularly given the unchanged full-year guidance.

• Tenpos Holdings, Inc. resolved to execute a simplified stock exchange for the complete acquisition of Tomi Hair Salon (to be renamed株式会社トミ美容室 in early August 2026) at its Board of Directors meeting on July 8, 2026.
• The effective date of this stock exchange is scheduled for August 27, 2026.
• Tenpos Holdings will be the wholly-owning parent company, and Tomi Hair Salon (after its name change) will be the wholly-owned subsidiary.
• The stock exchange ratio is 14.564 shares of Tenpos Holdings common stock for every 1 share of Tomi Hair Salon common stock.
• Tenpos Holdings will deliver a total of 43,691 shares (representing 0.305% of its outstanding shares), all from its treasury stock.
• The purpose of this stock exchange is to expand the beauty business as part of Tenpos Holdings Group’s business diversification, aiming to enhance sales and profitability through skill standardization and knowledge sharing with its existing subsidiary, Salon Graph.

Tenpos Holdings’ acquisition of Tomi Hair Salon suggests an acceleration of its business diversification strategy beyond its core restaurant support business into the beauty sector. The integration of Tomi Hair Salon’s strong sales profitability and customer base could potentially bolster Tenpos Holdings’ existing subsidiary, Salon Graph, by sharing valuable expertise. This move may indicate a strategic shift towards new growth drivers and warrants observation regarding its impact on the company’s future business portfolio.

Disclaimer: This article is for informational purposes only and does not constitute investment advice.

• Az Planning & Design Co., Ltd. announced its consolidated financial results for the first quarter of the fiscal year ending February 2027 (March 1, 2026, to May 31, 2026).
• Net sales reached ¥4,426 million (up 101.1% year-on-year), operating profit was ¥530 million (up 175.7% year-on-year), ordinary profit was ¥414 million (up 272.9% year-on-year), and net income attributable to owners of the parent was ¥284 million (up 352.6% year-on-year).
• By segment, the Real Estate Sales business reported net sales of ¥4,200 million (up 115.2% year-on-year) and segment profit of ¥564 million (up 177.2% year-on-year).
• The Real Estate Leasing business saw net sales of ¥154 million (down 19.3% year-on-year) and segment profit of ¥7 million (down 78.2% year-on-year).
• The Real Estate Management business recorded net sales of ¥71 million (up 24.5% year-on-year) and segment profit of ¥29 million (up 49.4% year-on-year).
• The full-year consolidated earnings forecast for the fiscal year ending February 2027 remains unchanged, projecting net sales of ¥15,500 million (up 14.4% year-on-year) and operating profit of ¥1,250 million (up 61.4% year-on-year).

Az Planning & Design’s Q1 results demonstrate strong growth, primarily driven by its core Real Estate Sales business, which appears to have capitalized on market demand for renovated used income-generating properties. The significant increase in both revenue and profit in this segment indicates effective strategy execution. The decline in the Real Estate Leasing business’s revenue and profit, however, could suggest a shift in the company’s operational focus or changing market dynamics, which may be worth monitoring.

• Yoshinoya Holdings reported consolidated net sales of ¥58,771 million for the first quarter of FY2027 (March 1, 2026 – May 31, 2026), marking a 12.5% increase year-over-year.
• Consolidated operating profit reached ¥2,544 million (up 140.8% YoY), ordinary profit was ¥2,793 million (up 125.0% YoY), and profit attributable to owners of parent was ¥1,814 million (up 144.2% YoY).
• Existing store sales increased by 9.8% compared to the prior year’s corresponding period.
• The Yoshinoya segment recorded sales of ¥39,064 million (up 13.7% YoY) and profit of ¥2,498 million (up 169.3% YoY), with new service model stores increasing by 10 to a total of 600.
• The Hanamaru segment’s sales were ¥8,834 million (up 10.4% YoY) and profit was ¥861 million (up 19.8% YoY), while the Overseas segment achieved sales of ¥7,797 million (up 13.0% YoY).

Yoshinoya Holdings’ first-quarter results demonstrate significant year-over-year growth across all key profit metrics, with operating profit showing a notable surge of over 140%. This performance appears to be driven by robust existing store sales in both the “Yoshinoya” and “Hanamaru” domestic segments, alongside the positive impact of organizational restructuring and proactive product and sales strategies. The continued expansion and recovery in the overseas business also played a role in the group’s overall growth trajectory.

• RIZAP GROUP Inc. announced its plan to release the financial results for the first quarter of the fiscal year ending March 2027 on Friday, August 14, 2026.
• The company’s headquarters are located at 8-17-1 Nishi-Shinjuku, Shinjuku-ku, Tokyo.
• The representative director and president is Takeshi Seto.
• The stock code is 2928, listed on the Sapporo Securities Exchange Ambitious.
• The company typically holds earnings calls for the second quarter and full-year results, and therefore, no earnings call is scheduled for the first quarter of the fiscal year ending March 2027.

This announcement provides investors with a concrete date for the release of key financial information. The absence of an earnings call for the first quarter may be a point for investors to note when anticipating the company’s communication approach for this period. For those following the company’s performance, the specifics of the financial statements released on the announced date will be of particular interest.

• G-STORAGE OU announced the abolishment of its shareholder benefit program on July 8, 2026.
• The abolishment is conditional on the successful tender offer (TOB) for its shares by AreaLink Co., Ltd.
• If the TOB is successful, the program will be abolished starting from the January 2027 fiscal period.
• The last shareholder benefit will be for shareholders holding 100 shares or more, as recorded on the shareholder registry as of January 31, 2026.
• The “Trunk Room Shareholder Special Discount” distributed to shareholders as of January 31, 2026, will remain valid until April 30, 2027.

This announcement appears to be a direct consequence of the tender offer by AreaLink Co., Ltd., indicating a strategic alignment with the prospective change in corporate ownership. The decision to abolish the shareholder benefit program, contingent on the TOB’s success, suggests the company’s intended path towards becoming a wholly-owned subsidiary and delisting. Investors may view this as a key milestone in the company’s transition, with particular attention to the final benefits for existing shareholders.