Japan Stock of the Day

On October 9, 2026, the most talked-about Japanese stock online was Fast Retailing <9983>.
Background: In its results for the fiscal year ended August 2026, released after the close on October 8, the Uniqlo operator posted record profits: revenue rose 16.6% to 3.9633 trillion yen, business profit 30.4% to 718.4 billion yen, and net profit attributable to owners of the parent 25.3% to 542.5 billion yen. Overseas Uniqlo drove growth, including North America (business profit up 53.3%) and Europe (up 69.0%), and the annual dividend was raised to 850 yen from 500 yen the previous year. On the other hand, for the fiscal year ending August 2027, the company forecasts business profit up 15.5% to 830 billion yen and net profit up only 3.2% to 560 billion yen, which was seen as disappointing. The stock closed down 3,020 yen (-4.04%) at 71,780 yen on October 9, dragging the Nikkei Stock Average down by about 244 yen on its own.

On October 8, 2026, the most talked-about Japanese stock online was Sankyo Tateyama <5932>.
Background: Investors welcomed the results for the first quarter (June to August) of the fiscal year ending May 2027, announced on October 7 by the major aluminum building materials maker. Revenue rose 13.3% year over year to 97.268 billion yen, and the company swung to an operating profit of 2.641 billion yen (versus a loss of 1.164 billion yen a year earlier) and an ordinary profit of 2.42 billion yen (versus a loss of 1.2 billion yen). Ordinary profit already exceeded the full-year plan of 1.5 billion yen, a progress rate of 161.9%. Higher selling prices linked to aluminum ingot prices, price increases, currency effects in overseas operations, and cost cuts contributed. In response, buying flowed into the stock on October 8, and it closed up 100 yen (+15.90%) at 729 yen, the top gainer on the Tokyo Stock Exchange Prime Market. The gain came even as the Nikkei Stock Average fell sharply by 993 yen.

On October 7, 2026, the most talked-about Japanese stock online was Kasumigaseki Capital <3498>.
Background: The company, which develops real estate such as logistics facilities and hotels and runs a fund business, announced its results for the fiscal year ended August 2026 on October 5. Operating profit rose 47.2% to 27.9 billion yen, with 19.7 billion yen earned in the June-August quarter alone, 2.1 times the year-earlier level. It had also announced an upward revision to its earnings forecast and a dividend increase on September 17. It expects operating profit to grow 47.1% to 41.0 billion yen in the fiscal year ending August 2027, but because that was in line with market expectations, the stock fell sharply on profit-taking on October 6, closing at 7,080 yen. On October 7 it rebounded, rising as high as 7,900 yen and closing up 700 yen (+9.89%) at 7,780 yen, the top gainer on the Tokyo Stock Exchange Prime Market. Turnover swelled to about 15.1 billion yen, and its market capitalization is 191.5 billion yen.

On October 6, 2026, the most talked-about Japanese stock online was BroadBand Security <4398>.
Background: With a series of personal data leaks at major companies, cybersecurity stocks were bought across the board on October 6. On September 28, car-sharing service Times Car announced that up to about 6.6 million member records had been leaked through unauthorized access detected on September 25, including images of driver's licenses and other documents for about 1.6 million accounts. The stock of the company, which provides information security services such as vulnerability assessments and monitoring, hit its daily limit and closed up 400 yen (+26.28%) at 1,922 yen, a year-to-date high. That day's top gainers included other security-related stocks such as GRCS, S&J, SecuAvail, and Cyber Security Cloud, and security stocks led the TSE Growth Market. Its market capitalization is 8.9 billion yen.

On October 5, 2026, the most talked-about Japanese stock online was TIER IV <593A>.
Background: At 10 a.m. on October 5, the company issued a press release stating that it had been selected for the Ministry of Economy, Trade and Industry's "Global South Future-Oriented Co-Creation Project Subsidy (Large-Scale Demonstration, Non-ASEAN Member Countries)." Using the subsidy, it will advance autonomous bus trials and local human resource development in Saudi Arabia, building a business model for future commercial operation. The trials will start with driving in closed areas before expanding to public roads; the vehicles will be developed with a European automaker, and the company will work with partners including local technology company Elm. According to its September 4 disclosure, the subsidized expenses applied for total 6 billion yen, with a planned subsidy rate of two-thirds. The stock rose as high as 2,283 yen and closed up 292 yen (+15.36%) at 2,193 yen. Turnover swelled to about 89.8 billion yen, and its market capitalization is 139.3 billion yen.

On October 2, 2026, the most talked-about Japanese stock online was Kusuri no Aoki Holdings <3549>.
Background: Investors welcomed the company's results for the first quarter (June to August) of the fiscal year ending May 2027, announced on October 1. Revenue rose 13.8% year over year to 159.042 billion yen, operating profit rose 16.0% to 8.424 billion yen, and ordinary profit rose 17.6% to 8.56 billion yen. Operating profit beat market expectations, and with gross margin rising more than anticipated, some saw signs that price competition in the drugstore industry is easing. By category, fresh food grew 42.8% to 22.574 billion yen, food 15.3% to 65.812 billion yen, and dispensing 13.9% to 15.931 billion yen, driving the results. In response, the stock hit its daily limit on October 2, closing up 700 yen (+18.86%) at 4,411 yen. Its market capitalization is 421.8 billion yen.

On October 1, 2026, the most talked-about Japanese stock online was PHC Holdings <6523>.
Background: It was reported that Toho Holdings, a major pharmaceutical wholesaler, had made a takeover proposal to the company, and PHC Holdings also disclosed on October 1 that it has received a non-binding initial proposal from Toho Holdings. The company said that "no decisions have been made at this time." According to the reports, Toho Holdings aims to acquire all shares through a takeover bid, with the deal expected to exceed 200 billion yen. PHC Holdings is a medical device maker that originated from Panasonic's healthcare business, and its largest shareholder is U.S. investment fund KKR, which held about 38% as of the end of March 2026. In response, the stock closed up 254 yen (+17.76%) at 1,684 yen. Turnover was about 12 billion yen, and its market capitalization is 214.4 billion yen.