TSE:8473
TSE:8473Capital Markets

Is SBI Holdings' (TSE:8473) ¥160bn Bond Issue Reframing Its Capital Allocation Priorities?

In early January 2026, SBI Holdings, Inc. announced an unsecured straight corporate bond issuance due January 23, 2031, raising ¥160 billion in principal. This sizeable unsecured bond issue highlights SBI Holdings’ choice to tap debt markets for funding, which may influence perceptions of its balance sheet flexibility and future capital allocation priorities. We’ll now examine how this sizeable ¥160 billion unsecured bond offering could reshape SBI Holdings’ broader investment narrative and...
TSE:3093
TSE:3093Multiline Retail

Treasure Factory (TSE:3093) Q3 Revenue Beat Tests Cautious Margin Narrative

Treasure FactoryLTD (TSE:3093) has just posted its Q3 2026 scorecard, with revenue of ¥12.7b and basic EPS of ¥43.04, while trailing twelve month revenue stands at ¥46.9b and EPS at ¥127.91. The company has seen quarterly revenue move from ¥10.9b in Q3 2025 to ¥12.7b in Q3 2026, and basic EPS has shifted from ¥34.73 to ¥43.04 over the same stretch. This sets the backdrop for how investors read the latest update on growth and profitability. With net profit margins recently cited at 6.4%, the...
TSE:3498
TSE:3498Real Estate

Kasumigaseki Capital (TSE:3498) Q1 Revenue Growth Challenges Premium Valuation Narratives

Kasumigaseki CapitalLtd (TSE:3498) opened its Q1 2026 scorecard with revenue of ¥28.5b and basic EPS of ¥98.74, against a backdrop where the latest twelve month figures show revenue of ¥109.7b and basic EPS of ¥515.94. The company has seen quarterly revenue move from ¥16.9b in Q1 2025 to ¥28.5b in Q1 2026, while basic EPS over the same quarters went from ¥62.32 to ¥98.74. This sets up the current release against a period of solid top line and per share profit expansion. With a net profit...
TSE:3349
TSE:3349Consumer Retailing

COSMOS Pharmaceutical (TSE:3349) Margin Improvement Challenges Valuation Concerns In Q2 2026 Earnings

COSMOS Pharmaceutical (TSE:3349) has released its Q2 2026 scorecard, reporting revenue of ¥264.8b and basic EPS of ¥81.72. Trailing twelve month figures show ¥1.0t of revenue and EPS of ¥393.63. The company’s quarterly revenue has moved from ¥244.1b in Q2 2025 to ¥264.8b in Q2 2026, with basic EPS over that span ranging from ¥79.30 to ¥108.95 and trailing twelve month EPS rising from ¥344.38 to ¥393.63, setting this release against a backdrop of gradually firmer margins. See our full analysis...
TSE:8951
TSE:8951Office REITs

A Look At Nippon Building Fund (TSE:8951) Valuation After Guidance Upgrade And New Capital Raise

Nippon Building Fund (TSE:8951) has put capital plans in focus by pairing revised earnings and dividend guidance for 2026 with a follow-on equity offering and new long-term borrowing from MUFG Bank. See our latest analysis for Nippon Building Fund. The recent revisions to 2026 earnings and dividend guidance, together with fresh equity and long term borrowing, come after a steady 4.30% 90 day share price return and a 25.27% 1 year total shareholder return. This suggests momentum has been...