Japan Stock of the Day | Kabutaro & Friends

On November 4, 2026, the most talked-about Japanese stock online was Yamato Holdings <9064>.
Background: Shares of Yamato Holdings, operator of the TA-Q-BIN parcel delivery service, rebounded sharply, closing at 2,194.5 yen, up 227 yen (11.54%) from the previous day, after it emerged that U.S. activist-leaning investment firm Farallon Capital Management had built a large stake. According to a large shareholding report filed on November 2, Farallon holds 5.02% (about 18.11 million shares). The stated purposes are pure investment and constructive dialogue aimed at improving corporate value over the medium to long term. Farallon was reported to be calling for Yutaka Nagao to step down as representative director and from the board in order to carry out bold management reforms, and expectations of reform drew buying. While the Nikkei Stock Average fell sharply, Yamato was the top gainer among Nikkei constituents. Trading volume was about 6.5 million shares and turnover was about 14.3 billion yen. Market capitalization is about 791.1 billion yen.