Morning reports included the emergence of a major shareholder at ヤマトＨＤ, an upward revision to 商船三井's earnings forecast, the emergence of a major shareholder at ミライトワン, オルガナイズ's new listing, strong nine-month results at 協和キリン and ACSL's defense-sector order.
ヤマトホールディングス opened with buy orders after US-based Farallon Capital Management emerged as a major shareholder. Its reported stake as a major shareholder is 5.02%.
商船三井 raised its full-year net profit forecast from the previous ¥240 billion to ¥300 billion and its first-half forecast from ¥137 billion to ¥178 billion. Improved dry-bulk and energy market conditions were cited as the background.
Oasis Management emerged as a major shareholder in ミライト・ワン, with a reported stake of 5.04%.
オルガナイズ newly listed on the Tokyo Stock Exchange Growth market, opening with buy orders at its ¥1,260 offering price. The indication before the opening was approximately ¥1,315.
協和キリン announced nine-month cumulative IFRS net profit of ¥51.7 billion, up 58.5% year on year, helped by expanded sales of globally strategic products and other factors.
ACSL announced an order for small unmanned aircraft for the defense sector. The order is worth approximately ¥500 million, with delivery scheduled during 2027.