Earnings, deals and disclosures from Japan's listed financials companies, in English.
Unbanked's board named three outside lawyers on November 12 to find the root cause of the control failure behind its special-attention designation, with no start date, scope or reporting deadline, while going-concern doubt and delisting risk remain.
Higher yields are widening the investment spread at Daiichi Life Group's main insurer, but the group's solvency ratio slipped to about 211% on surrender risk, and its full-year domestic equity sales estimate rose to about ¥900bn.
Sumitomo Mitsui Financial Group lowered March 2026 net assets by ¥68.2bn after a fair-value error on purchased monetary claims, while reported net profit stayed at ¥1.58tn and the same amount shifted into the April-June quarter's other comprehensive income.
A slump in crypto trading volumes and two charges, a ¥2.962bn Aplo impairment and a ¥3.213bn Westfield earn-out revaluation, pushed Monex to a ¥1.569bn loss attributable to owners for April to September 2026.
ORIX's ¥856.2bn half-year net income rests on the ORIX Bank sale gain and Toshiba-related equity-method income in APAC, so the 35.8% annualised return on equity is a poor gauge of normal earnings.
SBI Holdings would cut its voting stake in FOLIO Holdings from 69.4% to as low as 59.8% in a planned December 17 Tokyo listing, remaining the consolidated parent while Daiwa acts as the independent lead underwriter.
Tokyo Century has sold 50% of SKY-U to Itochu for $1.946bn, deconsolidating Aviation Capital Group but keeping a 50% stake; the roughly ¥38bn profit effect is expected in the third quarter.
Mebuki Financial Group lifted its full-year net profit forecast to ¥112.0bn from ¥105.0bn, citing higher loan and securities yields after the Bank of Japan's September rate increase, and raised its annual dividend forecast to ¥48.
Chiba Kogyo Bank will buy back every remaining preferred share for cash on January 12, 2027, in three classes with ceilings of up to ¥6.0bn, ¥6.09bn and ¥244.9mn, ahead of its April 2027 holding company with Chiba Bank.
Rakuten Bank raised its forecast for attributable profit to ¥115.0bn for the year to March 2027, with Rakuten Card and Rakuten Securities Holdings consolidated from October, while forecast earnings per share fell to ¥397.08 from ¥505.10.
Resona Holdings raised its target for the year to March 2027 by ¥10bn to ¥340bn after interim profit of ¥173.6bn, while comprehensive income fell 24.8% and credit costs rose.
Tokyo Century now expects about ¥38bn of after-tax profit from selling half of its US aircraft lessor to Itochu, up from about ¥30bn, citing a weaker yen, and has raised its full-year profit forecast to ¥145bn.
Iyogin Holdings now expects year-to-March 2027 ordinary profit of ¥115.5bn, up ¥4.5bn from its May forecast, as higher domestic rates lift loan interest and securities income above plan.
Japan Post Bank has agreed to buy 51,489,700 Matsui Securities shares from the founding family's holding company, becoming largest shareholder on a planned December 28 closing, with a right to nominate one non-executive director and a referral route to its roughly 120 million accounts.
Jimoto Holdings now expects ¥2.2bn of ordinary profit for the six months to September, up from ¥1.4bn, as Kirayaka Bank and Sendai Bank earn more from rising rates; full-year guidance and the dividend are unchanged.
Hokuhoku Financial Group raised its guide for net profit in the year to March 2027 to ¥75bn from ¥62bn, citing firm deposits and loans, securities-related income and lower credit costs, and lifted its dividend forecast.
Daiwa's half-year ordinary profit rose 69.9% to ¥166.4bn, while the ¥385.2bn ORIX Bank purchase added ¥103.45bn of goodwill, amortised over 20 years, and enlarged the group's loan and deposit books.
Chiba Kogyo Bank reported gross unrealized losses of ¥19.685bn on its held-to-maturity bonds at end-September, ¥19.683bn net of gains, while gains on other securities outweighed them and its earnings and dividend forecasts for the year to March 2027 stay unchanged.
Shiga Bank will lift its stake in Senshu Ikeda Holdings to 11.81% of voting rights with a roughly ¥36.6bn purchase on October 30, a day after both banks agreed to work toward a share exchange targeted for April 2028.
Nomura's pre-tax profit rose 21.1% to ¥359.5bn in the six months to September, annualized ROE reached 13.3% and the interim dividend went to ¥35, though the company gave no full-year forecast and the second quarter was softer than the first.
Japan Post Insurance reported ¥5.045tn of gross unrealized losses on listed held-to-maturity and policy-reserve bonds at September-end, ¥5.025tn net of gains, and left its full-year forecasts unchanged.
Japan Post Bank's unrealized loss on listed held-to-maturity bonds reached ¥5.676tn at September 30, against a book value of ¥33.17tn, but the bank says its forecasts for earnings and dividends this fiscal year are unchanged.
Matsui Securities says it is discussing an alliance with Japan Post Bank that includes a possible investment in Matsui, while the bank says only that it is weighing broker tie-ups; both say nothing is decided.
Dalton Investments reports a 5.05% stake in Premium Group, says the shares are undervalued, and plans to propose governance changes and a review of all strategic options, including going private and spin-offs.