In the morning session, Capcom reported first-half profit of around ¥60.7 billion, a substantial year-on-year increase; Makuake set its full-year profit range at ¥800 million–¥1.0 billion; Fujifilm Holdings expanded its plan to increase magnetic tape production by up to five times; and Shinto Paint raised its full-year forecast. FRONTEO began a joint drug-discovery target exploration project with Otsuka Pharmaceutical, while Yokogawa Bridge Holdings reported first-half profit of ¥4.0 billion and left its full-year forecast unchanged but lowered the target for the final year of its medium-term plan.
Capcom reported consolidated operating profit of ¥60.8 billion for the first half of the fiscal year ending March 2027, announced on the 27th, up 54.5% year on year and above market consensus. The performance was driven by hits including the new digital content titles “PRAGMATA” and “Onimusha: Way of the Sword,” as well as strong sales of repeat titles and steady performance in the amusement facilities business. The full-year operating profit forecast was left unchanged at ¥83.0 billion, up 10.2% from the previous fiscal year. The stock is showing signs that investors believe the positive catalysts have been fully priced in.
Makuake announced a full-year consolidated operating profit forecast of ¥800 million–¥1.0 billion, representing a decline of 9.3% to an increase of 13.4% from the previous fiscal year, and a policy of paying an annual dividend of ¥14. Full-year profit for the fiscal year ended September 2026 was ¥880 million, up 97.2% year on year, while gross merchandise value rose 30.2% to ¥22.98 billion. High-priced home appliance and gadget projects grew, and its outsourced advertising delivery business also expanded. The company also disclosed that it would pay a year-end dividend of ¥14.
The company announced that it would establish a share buyback program covering up to 510,739 shares and ¥600 million. The purchase period will run from 9 November 2026 to 31 March 2027, and the shares held will represent 4.0% of outstanding shares.
Nikkei reported that Fujifilm Holdings plans to raise its magnetic tape supply capacity fivefold and undertake a large-scale production increase for data storage applications. The company plans to invest a total of ¥10.0 billion by fiscal 2028 at its plant in Odawara, Kanagawa Prefecture, increasing shipments by capacity to five times the fiscal 2025 level, mainly through advanced products with capacities of up to around 100 terabytes.
Shinto Paint announced on the 27th that it had raised its consolidated operating profit forecast for the fiscal year ending March 2027 from the previous ¥200 million to ¥400 million. The revision reflects higher sales volumes, price revisions to address rising raw material costs, improved performance at affiliated companies and fixed-cost controls.
FRONTEO announced that it had begun a joint project with Otsuka Pharmaceutical, a member of Otsuka Holdings, to explore target molecules in the renal field using its AI drug-discovery support service “DDAIF.” The project will use the equation-driven AI “KIBIT” and FRONTEO’s proprietary analytical methods to identify highly novel target molecule candidates and validate the supporting evidence.
Yokogawa Bridge Holdings reported consolidated operating profit of ¥4.0 billion for the first half of the fiscal year ending March 2027, down 10.8% year on year, on the 27th, and left its full-year forecast unchanged at ¥12.0 billion, down 11.1% from the previous fiscal year. It lowered its operating profit target for fiscal 2027, the final year of its Seventh Medium-Term Management Plan, from ¥18.5 billion to ¥16.0 billion.