Earnings, deals and disclosures from Japan's listed services companies, in English.
Oasis Management's regulatory filing puts total funding behind its Infomart stake at ¥27.18bn, all from fund resources, and keeps a possible delisting and boardroom overhaul on the table for the next year.
Baby Calendar has agreed to pay ¥507mn for Orange Page's publisher, but only after JR East pulls out a roughly ¥2bn dividend, a sequencing the buyer says set the price and left a still-loss-making magazine business to absorb.
Daiseki's environmental subsidiary has secured a ¥2.92bn government subsidy toward a ¥9.95bn plastic-resource recycling plant in Shizuoka, conditioned on lifting per-employee pay on the project by 10.4%, with the resulting special profit not booked until the year to February 2030 and the final subsidy figure still subject to a post-completion review.
Digital Holdings supplied about 5 of the 7.5% sales growth Hakuhodo DY reported for the quarter, leaving organic growth under 3%, while management said AI is already shortening how long North American clients need consulting help.
Activist fund Oasis Management now holds 7.40% of M3, Inc., up from 6.26%, after a roughly ¥82.3bn buying spree funded entirely from fund capital, and it says it has already proposed delisting the shares and, separately, a third-party share acquisition that would leave that party holding a majority of voting rights, with dismissal of the representative director and a dividend-policy fight flagged as possible next steps.
Ureru Net Advertising Group's shareholders' equity turned negative at the end of its year to July 2026 after a net loss that widened to ¥1.11bn, breaching the Tokyo Stock Exchange's minimum net-asset standard for Growth Market companies; the firm says a share exchange and share deliveries completed on August 10 already pushed net assets back into positive territory, though a formal compliance plan for the listing rule has yet to be published.
AEON Fantasy's board has ordered the dissolution of its Beijing children's-amusement subsidiary, which had run up negative net worth of about 810 million yuan after years of pandemic-hit, competition-squeezed losses, and the company is first converting ¥19.4bn of loan claims into equity and injecting ¥4.3bn more capital before the wind-down completes around the year ending February 2028.
Placement and job-fair revenue jumped at recruiting firm Gakujo while its core job board barely grew, because Japanese graduates now hold 1.46 informal offers each on average, up from 1.26 a year ago, and are declining the ones they don't want later than before.
Kamgras 1's fourth price increase for Kakaku.com clears the ¥3,640 floor that holdout investor Oasis said it needed, even as Digital Garage and KDDI's combined 38% stake stays out of the tender itself under separate non-tender and buyback agreements tied to a later squeeze-out.
Oasis Management's Infomart holding has climbed to 17.97% and the fund is already proposing asset disposals and board changes, with mergers, delisting and a possible change-of-control sale flagged for the next 12 months.
Kamgras has raised its tender offer for Kakaku.com to ¥3,680 a share, its fourth increase since May, and pushed the deadline back to September 29 to clear the ¥3,640 floor that shareholder Oasis said it needed to see; Kakaku.com's board is still weighing that offer against a competing Bain Capital and LINE Yahoo proposal priced at ¥3,520, or ¥3,640 if it can lock in a non-tender deal with KDDI.
H.I.S. swung to a ¥4.99bn net loss for the nine months through July after a ¥5.94bn charge to terminate a land lease at its Guam hotel, even as underlying travel demand held up: record inbound arrivals offset a weak yen and high fuel surcharges that kept outbound Japanese travel at only 74.2% of its 2019 level, and the company cut its interim dividend to zero while holding its full-year loss forecast steady.
A more-than-doubled quarterly net loss and a lost UK debris-removal tender didn't stop Astroscale from lifting cash to ¥34.95bn, up from ¥10.02bn, after a ¥30.6bn bond-and-share raise, with full-year loss guidance left unchanged.
Astroscale France will earn €13.2mn, about ¥2.36bn, through 2030 as subcontractor to Exotrail on a CNES-backed mission to deorbit a Eutelsat OneWeb satellite, the unit's first paying contract.
Timee's quarterly revenue rose 24.8% and worker utilization hit 86.3%, but operating profit grew only 5.8% as margins narrowed, and the board has only begun preparing a Prime Market application with no filing date yet.
Oasis Management has pushed its holding in SMS CO.,LTD to 25.93%, funding the ¥41.3bn buildup entirely from fund capital and including a single off-market block trade of 1,607,500 shares at ¥2,460 apiece. The fund is in dialogue with SMS on portfolio strategy, AI use and pricing, and has already put proposals to SMS, with more planned over the next year, touching board composition, business divestitures and delisting, though none of those specific actions has been announced.
AirTrip's year-end dividend leaps to ¥160 a share from ¥10, backed by a pledge to pay out 100% of adjusted operating profit through the year to September 2028, before dropping back to ¥10 once an investment phase begins in 2029.
Link and Motivation will absorb chatbot maker SELF on October 1 using only treasury shares and a shareholder-vote-free simplified exchange, even though SELF's net assets are still slightly negative.
ispace's board approved a ¥3bn loan from Shizuoka Bank for mission-development working capital, unsecured and on a three-year bullet repayment, but the loan requires the company to keep at least ¥3bn in cash and positive net assets at every fiscal year-end.
Oasis Management has already asked Infomart to consider selling assets and reshaping its board, disclosed plans to buy more than five additional percentage points within three months, and put delisting on its list of options for the next year.
Nikkei's parent-only profit fell 43% even as consolidated revenue rose 4.3% on digital and event income, a gap disclosed in TDnet filings by Business Coach Inc. and TV TOKYO Holdings Corporation, two companies in which Nikkei is the largest shareholder.
The Tokyo Growth-market marketer swapped a ¥2mn profit forecast for a ¥1.1bn net loss after nearly ¥830mn of one-off costs and losses and a delayed China live-commerce launch, and its rebound plan for next year leans heavily on newly acquired companies.
The disability-support operator will delist from TOKYO PRO Market and Fukuoka PRO Market on October 12, then list on Nagoya's Next market and Fukuoka's Q-Board a day later, funding the move with a share offering whose price is still undecided and starting its first dividend since founding.
Oasis Management's stake in Tokyo-listed en inc. has climbed to 13.45% from 12.41%, and its filing shows the fund has already proposed delisting the shares and a capital-policy change that could hand a third party majority control, with a broader agenda, including possible dismissal of the representative director, reserved for the next 12 months.