JBIC lifts Ohio gas-power loan ceiling to about $1.976bn

Adventure says one of three intrusions exposed or may have exposed about 14.64mn skyticket records, about 4.13mn of them with hashed passwords, and it has suspended saved-card payments.

What happened: The largest incident ran from 2 to 4 October and was discovered on 5 October. Attackers manipulated some administrative functions, then reached other company servers and cloud data. The leaked data covers names, dates of birth, email addresses, phone numbers and addresses. Adventure says passport numbers and card data were not leaked.

Details: A second incident hit the business management system on 20 September and affects 17,780 records, including duplicates, with refund-destination bank account details among the data. A third left bus booking-completion pages viewable without login from 3 August to 1 October, covering about 12,000 bookings.

What to watch: Adventure stopped payment with saved cards at about 6pm on 7 October, has reported to the Personal Information Protection Commission, and is assessing the earnings impact. The three counts are records, not unique customers, and the notice does not total them.

The Japan Fair Trade Commission is moving from guidance to checking practice: businesses that receive its letter have until November 5 to answer a web survey on IP, know-how and data dealings.

What changed: On October 9 the JFTC announced the survey and said request letters would go out that day to 50,000 businesses. The questionnaire targets conduct flagged as potentially problematic under the Antimonopoly Act in the commission's June 24, 2026 guidelines, and it asks both the ordering and the receiving side.

What to watch: The JFTC plans hearings with relevant businesses, a published report of findings, and cautionary letters where it finds conduct that could lead to Antimonopoly Act problems. A survey launch is not a finding of violations, and the letters are a step the commission says it plans, not one it has taken.

Yaskawa's half-year sales rise 9.8% while a system migration cuts operating profit Yaskawa sold more and earned less in the six months to 31 August 2026, and it raised full-year sales guidance while cutting its operating profit guide.

What changed: Sales rose 9.8% to ¥285.6bn and operating profit fell 5.5% to ¥22.06bn, with profit attributable to owners of the parent up 4.1% to ¥18.99bn. Yaskawa cited strong AI-driven data-centre and semiconductor investment demand. It blamed the profit dip on a core-system migration that hit production and shipments, higher indirect costs and a temporary European restructuring charge.

The move: For the year to February 2027 it now guides to sales of ¥600bn, up from ¥580bn, and operating profit of ¥57.5bn, down from ¥60bn. For September to February it assumes ¥155 to the dollar, against ¥145 before. The annual dividend forecast stays at ¥72.

By the numbers: Robots were the weak spot: sales fell 0.7% to ¥118.4bn and operating profit fell 43.3% to ¥5.97bn. Motion control sales rose 21.7% to ¥137.3bn. Yaskawa briefs analysts and institutional investors on 13 October.

USMH cuts its operating-profit forecast 90% and now expects an ¥8bn net loss United Super Markets Holdings, parent of Maruetsu, Kasumi, Inageya and AEON Food Style, now forecasts ¥1.0bn of operating profit for the year ending February 2027, down from ¥10.0bn.

What changed: It expects a net loss of ¥8.0bn, against a previously forecast profit of ¥150mn. The notice cites customer counts and items per basket below plan, and price responses to inflation and competition that leave gross margin short of plan. Interim operating revenue rose 14.0% to ¥544.8bn, helped by AEON Food Style, yet the company reported an operating loss of ¥3.28bn and a net loss of ¥4.65bn.

The number: Same-store customer numbers ran at 98.1%, 99.0% and 98.6% of the year-earlier level in June, July and August. At Kasumi they were 94.8% in August. The dividend forecast is unchanged at ¥16 for the year, and the equity ratio was 49.7% at the end of August, against 52.9% in February.

KJ005, the vehicle behind the planned take-private of Taiyo Holdings, now aims to open its tender offer in late November, not early October.

What changed: Competition-law procedures in China and investment-screening procedures in Japan are not finished. As of 9 October, competition-law procedures are complete in Japan, Taiwan, Germany, Tunisia and Vietnam, and US investment screening is complete. KJ005 says no competition-law procedure is needed in Spain or Israel, and the South Korea filing is made after the transaction.

Context: DIC, which holds Taiyo Holdings as an equity-method affiliate, agreed in March not to tender its shares. KJ005 is owned through a Canadian partnership indirectly operated by Kohlberg Kravis Roberts. Late November is a target tied to finishing the outstanding procedures during November, and KJ005 says it will announce the start of the offer or any significant change in timing.

BASE's top shareholder lifts stake to 23.3% and says he may vote against directors BASE's largest shareholder raised his stake to 23.32% from 20.53% and now says he may oppose the election of individual directors.

What changed: His amended large-shareholding report, filed on October 9 with the Kanto Local Finance Bureau, shows he bought 3,288,000 shares on the market on October 2, equal to 2.79% of shares outstanding. The ¥11.26bn of acquisition funds came from ¥3.11bn of his own money and ¥8.16bn of margin trading. He says a confidentiality agreement with BASE ended on August 28, 2026 and that, after a year of engagement, he doubts the effectiveness of BASE's internal controls. Those are his assessments, not findings by a regulator or BASE.

What to watch: SBINM's tender offer began on August 31, 2026. After it ends, he says he plans to propose a nominating-committee board model, and he aims to hold more than 30% of voting rights, subject to tender-offer rules. He still backs the August 28 capital and business alliance between SBI Holdings and BASE. The report describes a policy and no legal action taken.

Nonresidents bought a net ¥2.54tn of Japanese securities in the week of September 27 to October 3, the first net purchase in four weeks.

The move: Equities and investment fund shares led with ¥2.19tn, long-term debt added ¥586bn, and short-term debt saw a net ¥238.5bn sold. The preceding three weeks were net sales, including ¥3.78tn in the week to September 19 and ¥4.96tn in the week to September 26, a figure the ministry marks as revised.

Context: Japanese residents also bought a net ¥821bn of foreign securities, including a net ¥1.32tn of foreign equities and investment fund shares. The Ministry of Finance data covers reports from designated major investors, not every transaction in the market.

Japan's August current account surplus rises to ¥4.06tn on investment income Primary income of ¥5.13tn pushed the preliminary August surplus up from ¥2.99tn in July and ¥3.63tn a year earlier, even as the goods deficit deepened.

The number: The surplus was ¥4.06tn, up 12.0% on the year. Primary income, which covers returns on Japan's overseas investments, was ¥5.13tn against ¥4.29tn in July, a 21.6% rise on the year.

The catch: Trade pulled the other way. The goods balance was a ¥688bn deficit, against a ¥400bn deficit in July and a ¥114bn surplus a year earlier. Exports of ¥9.86tn rose 16.9% on the year, but imports of ¥10.55tn rose 26.7%. The Ministry of Finance and the Bank of Japan label the figures preliminary.