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Tokyo Brief東 京 ブ リ ー フJapan's day, wrapped and delivered by morning.

Japan Corporate Strategy

Medium-term plans, capital spending, new plants, products and drug approvals from Japanese companies.

  1. Marui plans a second card fee rise, to as much as 19.8%, as funding costs climb

    Marui Group plans a second revision of its installment and revolving fee rate, to between 18.0% and 19.8% in the year to March 2028 after an October 2025 rise to 18.0%, as interest expense rose to ¥4.3bn in the half; timing is undecided.

  2. Yamazaki Baking plans another price revision from January 2027 shipments

    Yamazaki Baking will revise prices on some bread, sweet buns and cakes from January 2027 shipments, citing flour, fats, fillings, labour and logistics costs, while food profit rose 8.1% and its convenience-store losses widened.

  3. Fuji Seal board resolves to start union talks on closing French subsidiary

    Fuji Seal International's board resolved to begin union consultations toward closing Fuji Seal France, with the final decision to follow talks under local law and the consolidated earnings impact still under review.

  4. Nakamoto Packs starts battery-coating line as first-half profit rises 52%

    Nakamoto Packs started its Saitama process-development coater at the end of September, targeting battery materials, while first-half operating profit rose 52.4% to ¥2.45bn and secondary-battery sales were still spot orders only.

  5. Pharma Foods sets ¥72bn sales goal for July 2029 with hospital-food supplier already in the group

    Pharma Foods says a hospital and care-home food supplier joined the group on October 6, while its new three-year plan aims for ¥72bn in sales by July 2029 from ¥63.2bn now.

  6. Star seeds to book ¥2.9bn GPU-server lease as a sale, with payment due before delivery

    Star seeds Digital will buy 32 GPU servers and lease them for 24 months in a deal worth about $18.33mn, with payment due before delivery and revenue planned at acceptance, which could slip into the year ending February 2028.

  7. Star Seeds Estimates ¥13.1bn From Korean Server Order, 10% or More of Last Year's Sales

    Star Seeds' subsidiary will supply 200 servers to a Korean data center, with estimated sales of ¥13.1bn excluding a separate storage leg, but the company withholds counterparties and prices and leaves its forecast unchanged.

  8. Mr Max Holdings cuts 2029 sales target by ¥15bn as fewer sites pass its return test

    Mr Max Holdings cut its final-year sales target to ¥185bn and its margin goal to 4.5% because construction costs leave fewer sites meeting its return criteria, while existing-store targets stay at ¥160bn and 5.0%.

  9. TRIAL Holdings puts numbers on Seiyu integration: 30 conversions, ¥45bn gross-profit lift

    TRIAL Holdings ties its ¥64.0bn operating-profit target for the year to June 2029 to converting 30 Seiyu hypermarkets, a ¥13bn purchasing gain by mid-2027 and a ¥45bn private-label and category-management gain.

  10. SEKI Commits ¥4.3bn to New Ehime Plant for Eco-Friendly Packaging

    SEKI plans to invest roughly ¥4.3bn in a new water-based flexo printing plant in Toon City, Ehime Prefecture, adding food-pouch and beverage-label capacity that will not start operating until April 2028.

  11. Meiji's New Shanghai Dairy-Sales Subsidiary Crosses Disclosure Threshold

    Meiji Holdings' new Shanghai dairy-sales subsidiary, capitalized above 650 million yuan and wholly owned indirectly, crossed the size threshold that forces disclosure under Japan's securities law.

  12. Star Seeds Books a Second ¥6.7bn Server Order From Taiwan's Inventec

    Star Seeds' server-resale subsidiary will book about $42.9mn (¥6.7bn) from a second data-center hardware sale to Taiwan's Inventec Corporation, at least a tenth of prior-year group revenue, but pricing details stay confidential and the sale is already baked into existing guidance.

  13. Kuraudia Holdings shuts 30-year Qingdao plant, shifts wedding-dress production to Vietnam

    Kuraudia Holdings is shutting its 30-year-old Qingdao wedding-dress plant over rising Chinese labor costs and an aging workforce, booking roughly ¥170mn in restructuring charges while making its Ho Chi Minh City subsidiary the primary production site.

  14. J Frontier Pairs Its Telehealth App With a Drone-Logistics Firm to Reach Rural Patients

    The operator of Japan's SOKUYAKU online-clinic and prescription service will build joint drone depots with a Tokyo drone-logistics firm to get medicine to mountain villages and remote islands, though the filing itself gives no cost or revenue figure for the plan.

  15. Takara Bio's Job Cuts Overshoot Target as Sumitomo Chemical Deal Takes Shape

    148 employees took Takara Bio's voluntary retirement offer against a target of about 120, lifting the one-off charge to ¥1.71bn, while the delisted biotech signs a basic agreement to hand its GMP cell-processing business to a Sumitomo Chemical and Sumitomo Pharma joint venture ahead of a target final contract in October.

  16. SOKUYAKU Telehealth Platform Starts Billing Its 4,000 Clinics and 20,000 Pharmacies New Sign-Up and Monthly Fees

    J Frontier's online medical consultation and prescription-guidance platform now charges partner clinics and pharmacies fresh joining and monthly fees on top of existing usage charges, a shift the company says needs almost no extra cost and is already built into a forecast operating profit jump to ¥1.05bn for the year to May 2027.

  17. Remixpoint's power-retail base expands across all segments

    May high-voltage contracts rose 66.1% year on year to 3,456, and all disclosed customer and volume categories stayed above last year's levels across April and May. The company was explicit about the limit: this is a quantity snapshot, not a profit update.

  18. Remixpoint’s battery fleet reaches seven sites, with a ¥20mn monthly estimate per operating station

    The company says it now owns seven self-owned storage stations totaling 14MW and 56MWh, with ¥2bn invested so far. Only three sites are grid-connected and just one has entered the supply-demand adjustment market, so management's estimate of about ¥20mn a month per operating station reads more like a live benchmark than a promise.

  19. Asics moves Onitsuka Tiger into OT GROUP for 2027 reorganization

    Asics will move the Onitsuka Tiger business into wholly owned OT GROUP through an absorption-type company split effective Jan. 1, 2027, then place regional brand units underneath that structure. Management says the aim is faster decision-making and clearer accountability around a brand it describes as reaching about 160 countries and roughly 190 directly operated stores, not a spin-off or listing plan.