Medium-term plans, capital spending, new plants, products and drug approvals from Japanese companies.
Chemipro Kasei has cut its year-to-March-2027 ordinary-profit margin target to 2.4% from 5% or higher and its ROE goal to 3.2% from 7% or higher, citing a naphtha price spike tied to the Strait of Hormuz blockade.
OXIDE will spend ¥1.455bn on new Yamanashi production equipment for Faraday rotators, the isolator components that stop reflected light from disrupting data-center laser transceivers, though the company says the earnings effect stays minor before the equipment even starts up in the year's second half.
Kansai Electric will overhaul extra-high-voltage and high-voltage rate menus from November 1, citing inflation and rising capacity and non-fossil-certificate costs, and its own bill examples show the largest industrial users facing increases of about ¥22.22mn a month, a figure that excludes a separate, still-unpublished transmission-fee revision due the same day.
An independent panel has unblinded a 285-patient global trial after Otsuka subsidiary Taiho's lung cancer drug beat chemotherapy alone on progression-free survival, opening the door to a first-line approval bid for a mutation with few existing treatments.
Japan added Oncolys BioPharma's esophageal cancer cell therapy, development code OBP-301, to its national insurance price list at ¥3.1mn a unit, or ¥9.3mn per patient, with coverage starting August 13 and sales launching August 21 through Fujifilm Toyama Chemical.
Fan Communications cut its full-year profit forecast by 52% and scrapped its three-year plan, tracing the damage to generative-AI search tools that are cutting traffic to the affiliate sites carrying its ads.
GMO Internet's board approved a planned ¥10.1bn order for up to 64 Nvidia B300-equipped servers to expand its GPU cloud service, with deliveries starting sequentially from January 2027 and the earnings hit deferred past the current fiscal year.
The FDA cleared Takeda's oral drug oveporexton to restore the orexin signaling missing in narcolepsy type 1, not just mask its symptoms, but a scheduling review by the US Drug Enforcement Administration still stands between approval and the first sale.
Japan's health ministry has put the pricing of Oncolys BioPharma's newly approved esophageal cancer therapy on the agenda for the Chuikyo panel that deliberates national insurance drug prices, with the company still targeting a launch within the current fiscal year even as the earnings impact stays under review.
Furukawa Electric will spend roughly ¥100bn in the US, Brazil, Japan and India to nearly double its rollable ribbon-cable capacity for hyperscale data centers, with customer purchase commitments already in hand but revenue and profit impact not showing up until production ramps from late 2028.
Two-year Phase 3 data show sibeprenlimab slows IgA nephropathy patients' kidney decline to roughly the rate seen in healthy aging, a result Otsuka Holdings is using to push VOYXACT toward full US approval.
Central Japan Railway's quarterly revenue rose 3% on a 7% jump in inbound fares, and it will start selling fully enclosed Tokaido Shinkansen compartments from October, while a new Shizuoka conservation pact clears one legal hurdle, not full approval, for its stalled maglev tunnel.
A shareholder holding about 25% of the voting rights in Foster Electric now has its CEO on the board, and the speaker maker is tearing up its 2025-2027 plan for a replacement due around November.
Ispace has signed Mitsubishi Heavy Industries to launch its ULTRA lunar lander on the H3 rocket in 2028, keeping the contract price confidential and deferring the cost until liftoff.
Sakura Internet's board approved a ¥26.0bn purchase of NVIDIA Rubin-generation GPU racks, funded mostly by bank loans, to meet enterprise, research and public-sector demand for domestic AI compute; the earnings hit is still under review.
FunPep's FPP004X hit its safety and antibody-response targets in a Phase 1 trial, with titers rising in 97 to 100 percent of subjects, but an exposure-chamber test found no symptom improvement over placebo, and the split result now goes to option-holder Shionogi for discussion on what comes next.
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.
RACCOON Holdings posted an 18.7% return on equity against an assumed 8% cost of capital, yet its market value has fallen 82% since 2021, prompting the Tokyo Prime-listed group to rewrite how it explains itself to investors.
Convano plans to cash out ¥8.77bn of group crypto holdings within about three months to fund growth investment and shareholder returns, while carving out the tokens tied to its shareholder-benefit program, which stay put.
ispace,inc.'s Luxembourg unit will build, run and ship a lunar rover for the European Space Agency's water-ice mission under a ¥12bn add-on deal already counted in the company's current revenue forecast, though the value of the two earlier contract stages remains undisclosed.
AIMECHATEC has booked a roughly ¥2.5bn multi-line order for solder ball mounters used in AI data-centre chip packaging, though the revenue won't hit its books until the year to June 2028.
Tosei Reit Investment Corporation's unitholders approved adding hotels to its mandate on July 21, targeting mid-sized business hotels leased whole to a single operator rather than split among many tenants, with exposure capped at a fifth of the portfolio.
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.
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.