For the year starting April 2027, METI and four other ministries propose lowering the paper-packaging recycling obligation from 27,720 tonnes while lifting plastic packaging to 732,600 tonnes. Public comment closes on 21 November 2026.
Net sales of short-term debt, ¥2.24tn, outweighed ¥1.45tn of long-term bond buying as nonresidents swung from a revised ¥5.47tn net purchase the previous week to a ¥848.4bn net sale.
Fifty large banks put demand for corporate loans at +3 in the Bank of Japan's October survey, up from -1, while local-government demand fell to -4 from +3; most banks reported no change at all.
Kyoei Security Service now forecasts a ¥600mn net loss for the year to July 2027, against a ¥700mn profit forecast, after a ¥1.602bn officer retirement special loss; stock pay and a retirement provision trimmed operating profit guidance by ¥170mn.
Tokai now forecasts operating profit of ¥10.29bn, reversing an expected decline, as pharmacy prescription prices beat plan and a company grouped in July joins the accounts from the third quarter, and it lifts the year-end dividend to ¥49.
A Japanese drug panel concluded Steboronine can be approved for recurrent meningioma, but formal approval is pending, and Stella Pharma expects only a slight effect on earnings in the year to March 2027.
ORIX JREIT guides its half-year payout down to ¥2,300 a unit for the period to August 2027, from ¥2,504, as sale gains drop out and borrowing costs rise, even with occupancy at 99.2%.
Kanto Denka Kogyo lifted its full-year operating profit forecast 29.2% to ¥14.6bn on semiconductor-driven specialty gas sales, while saying a boost from cheaper pre-spike inventory will fade after the second quarter.
Obayashi's board approved a 90% stake in Lightyears-linked LYOC1, with NZ$74mn of total investment to be paid in stages as solar projects reach milestones and regulatory conditions are met.
Pasona has agreed to tender all its circlace shares into HHH1's ¥2,020-a-share offer, and expects a consolidated gain of about ¥2.6bn in the year ending May 2027 if the take-private succeeds.
SBI Holdings' vehicle will buy all 90,944 BASE shares tendered, against a cap of 23,792,300, leaving it at 0.08% and short of making BASE an equity-method affiliate; the alliance structure is now up for discussion.
A METI draft would let solar capacity installed beyond Tokyo's required level be assessed for J-Credit additionality if the excess is objectively quantified and confirmed by the city; comments run to 4 November, with a mid-November start planned.
Chemical, paper-pulp and cement producers can seek support for up to one-third of conversion costs, or half for structural overhauls, but must apply by noon on 27 November and meet GX League reporting conditions.
ValueAct's funds hold 20.01% of Takara Holdings, and one of them has demanded an extraordinary meeting to remove three outside directors and elect three others, saying ValueAct seeks neither control nor a buyback; Takara has not yet set out its response.
Capcom says email addresses and system identifiers for 11,774,247 CAPCOM ID accounts leaked and 196 had passwords changed without authorization, while it has confirmed no leak of customer-set passwords and warns of impersonation emails.
Japan's trade watchdog recommended that Oji Container pay 140 subcontractors for storing 9,610 idle plates and dies, after it had paid 127 of them ¥3.41mn, and asked the corrugated federation to end unpaid storage.
DISCO's half-year operating profit rose 47.9% on what it describes as AI-driven chip demand, and the company now expects ¥434.2bn of April-December shipments at ¥151 to the dollar, its first guidance beyond the reported period.
Seven draft rules move Japan's hazard-classification cut-off to 31 March 2026, resetting skin-protection scope from April 2028 and carcinogen designations from April 2029, while diethyl phthalate would drop out of the exposure-limit list.
Japan's health ministry has asked doctors to withhold Kissei's avacopan from new patients and, as a rule, to consider stopping or switching those already taking it, after a panel found the approval data may be unreliable.
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.
A large diversified J-REIT lifted its distribution slightly to ¥3,012 per unit for the half to August 2026, and guides to ¥3,000 for the next half even as forecast net income falls 17.1%, with reserve reversals filling the gap.
Draft health ministry amendments would extend labeling and safety-data-sheet duties to 35 more substances from April 2029, while diethyl phthalate would leave the list and its exposure rules from February 2027; comments are due 18 November.
Effissimo Capital Management reports an 18.90% Tamron holding, up from 18.54%, and says it has no specific plan to add more than 5 percentage points, though takeover proposals including Sony's could lead it to buy more.
Koike Sanso Kogyo has postponed its November 9 interim results because systems remain disrupted after an October 5 cyberattack, and it expects the announcement to pass the 45-day statutory deadline; the notice gives no new date.
Digital Arts says stolen operating credentials gave a third party access to its cloud environment, with traces dating to around July 2025; as of noon on October 21 it had not confirmed data exfiltration, and it asks users of six cloud services to change passwords.
Visitors to Japan fell 5.0% to 3,103,700 in September on JNTO's preliminary estimate, with China down 44.5%; South Korea, Taiwan and the Middle East set September records that offset only part of the drop.
Yamazen lifted its full-year operating profit forecast to ¥17.9bn from ¥15.0bn, saying chip, AI, data-centre and defence demand ran above plan and that some products are due to ship earlier than expected.
BASE's largest shareholder puts his stake at 28.36% in an amended report, with ¥10.52bn of margin credit in the funding, and says he may vote against directors and plans to propose a nominating-committee board once SBINM's tender offer ends.
Infroneer priced 47.8 million new shares at ¥2,179.5, a 3.00% discount to its reference price, and now expects net proceeds of up to ¥114.1bn, all for short-term loan repayment by December 2026.
A second meeting in early 2027 is meant to produce an interim summary and public-private roadmap on on-chain finance, after the FSA's study group was scheduled to hear Nomura and Securitize Japan on 20 October; four payment and settlement pilots remain trials.
METI is requesting government industrial investment in Rapidus over 2027 to 2029, which the minister put at ¥400bn on his recollection, and says Tokyo is pressing the EU to treat Japanese EVs as equivalent to EU-made ones.
Preliminary figures put July to September inbound spending at ¥2.2076tn, up 3.2%, as higher per-head spending and gains from Korea, Taiwan and Hong Kong outweighed a 39.8% fall in Chinese spending.
Japan's exports rose 16.7% in September, but imports rose 18.9% on more expensive crude oil, LNG and electronic parts, pushing the preliminary trade deficit to ¥536.6bn from ¥277.7bn a year earlier.
Only shochu fermented and distilled in Japan in single-distillation stills, then stored and bottled there, could carry the honkaku label under a draft the tax agency opened for comment until 20 November.
Olympus expects no additional hit to results for the year to March 2027 from FDA import alerts that restrict certain products from three of its facilities from entering the US until further notice.
Japan's finance minister said the government is not aware of loans or bank accounts opened using leaked identity documents, yet the FSA has already asked financial institutions to verify customers by reading ID chips and to police their contractors.
BlackRock Japan confirmed the iShares MSCI Japan SRI ETF will end on 25 November after a holder vote, with final trading on 20 November and redemption payments planned from 30 December.
Arata said a consolidated subsidiary received a Japan Fair Trade Commission on-site inspection on suspicion of resale price maintenance, and that it will cooperate fully; the notice gives no financial impact.
estie has set an indicative IPO range of ¥1,070 to ¥1,100, with existing holders selling 5,638,800 shares against 50,000 new ones, and pricing is due on October 28 ahead of a planned November 6 first trading day.
Japan's finance minister Katayama Satsuki succeeds Sweden's Elisabeth Svantesson as chair of the IMF-World Bank Development Committee, whose next meeting is in April 2027 in Washington.
Under a new memorandum, JBIC and the European Investment Bank will work on co-financing for critical-minerals and Ukraine-rebuilding projects that Japanese and European companies are expected to join.
Optorun's board resolved to dissolve and liquidate NLT, its 58.8%-owned nanoimprint venture with AIMECHATEC and JSR, with liquidation expected around February 2027, the loss still under review and both partners expecting a minor effect on results.
Peak XV Partners Investments IV cut its Appier Group holding from 9.81% to 6.79% with an off-market sale of 3mn shares on 13 October, and has agreed not to sell more without J.P. Morgan's consent until 1 November.
Ariake Capital reports holding 10.09% of Tokyo Kiraboshi Financial Group, up from 9.00%, and says its talks with management cover UI Bank's deposit strategy, group governance and growth strategy; it reports no material proposals.
BCJ-110 drew 12,759,681 eSOL shares against a 10,535,800-share floor, enough for 64.70% of voting rights once payment settles on October 26; delisting steps and timing are yet to be announced.
Tsugami now expects first-half operating profit of ¥25.2bn, up from ¥19.5bn, citing China and India, and has raised its interim dividend forecast by ¥12 to ¥61 while holding the year-end forecast at ¥49 until full-year guidance on November 12.
KDX Kolet REIT's filing describes an estimated ¥49.9bn offering and ¥45.6bn of green loans to buy 2,281 detached and townhouse rental homes around Tokyo, with listing planned for 25 November and the offer price still unset.
Ferrotec will pay 150mn yuan (about ¥3.6bn) in cash for a 46.7% stake that lifts its holding in Chinese showerhead maker AMTD to 67.6%, with the transfer planned for 30 November; AMTD lost ¥352.1mn at the operating level in the year to March 2026.
Koito Manufacturing has resolved to dissolve and liquidate its wholly owned Hubei car-lighting maker, citing the EV shift, local Chinese rivals and weaker sales at its Japanese carmaker customers, while calling the earnings hit minor.
Nidec's liability committee found nine former officers liable and counted ¥22.2bn of investigation costs among the company's losses, but did not apportion damages. Nidec says it is still considering whether to sue.
METI's draft would add synthesisers without a joining function, explosives-making 3D printing equipment and a new processor performance band to Japan's export controls, with comments open until 18 November 2026.
Mitsubishi Electric will keep 49% of its distribution and control equipment business after a planned ¥82.4bn sale of 51% to ABB's Japanese unit, with completion targeted for October 2027 pending antitrust and other approvals.
RenetJapanGroup will take ¥2.15bn from share sales to JX Metals CS, SG Holdings and PCS Wireless, while up to ¥3.34bn more depends on PCS affiliates exercising warrants that would lift dilution to 37.92%.
Kinki Sharyo's board has resolved to sell its Piscataway plant in New Jersey for $26mn, with handover set for October 26 and a gain of about ¥2.4bn expected this fiscal year, though forecast revisions remain possible.
Kringle Pharma said the FDA review of its IND for oremepermin alfa has ended and the application is in effect; the company is preparing a US Phase III trial in acute spinal cord injury, with no partner or start date named.
Nakayama Steel resumed hot rolling on October 17 after the September 12 fire, but downstream lines are still returning to normal in stages, the cause is under investigation and the financial hit has not been quantified.
Ransomware attackers took data from a database run by a non-consolidated Toho Holdings subsidiary, including healthcare workers' names and booking details, while recordings and content files were not on the database and the affected record count is unknown.
Joshin Corporation says a third party accessed its network without authorization and some services are unavailable; the company recognized the access on October 16 and has filed a first report with Japan's privacy regulator because a personal-data leak cannot be ruled out.
The Financial Stability Board's final report on responsible AI adoption offers 12 practices covering firm-wide governance and risk management across the AI lifecycle, and Japan's FSA has flagged it to domestic institutions.
Koei Tecmo raised its six-month operating-profit forecast to ¥11.5bn from ¥7bn on strong back-catalogue sales, while investment returns more than doubled its ordinary-profit guide to ¥25bn.
Ymirlink estimates that about 9 million cumulative records, including email addresses, were extracted from five systems behind its email delivery service, with the count of affected people and any earnings impact still unreported.
Takashimaya now targets a payout ratio of at least 50% and DOE of at least 5% for the 2031 fiscal year, up from 30% and 2.5%, with ROE of 10% or more; buyback policy waits for the next mid-term plan.
GMO Internet's board approved a planned ¥26.1bn purchase of up to 116 Nvidia B300 servers and a data center in Ishikari, Hokkaido, with acquisitions scheduled from August 2027.
Japan's finance minister said the currency-swap extension with South Korea was decided in Bangkok talks, though the ministry's summary gives no size or term; a ministerial dialogue with India is only close to agreed.
The FSA's first on-chain finance forum, held on 30 September 2026, wants an interim summary and roadmap by early 2027, while the Finance Ministry, Digital Agency, Bank of Japan and bankers' association each run their own studies.
BASE's largest shareholder holds 26.89% after four October market purchases, and says he will seek a nominating-committee structure once SBINM's tender offer ends.
Dai-ichi Life Group confirmed that its Australian subsidiary, TAL Daiichi Life Australia, submitted a non-binding proposal to Challenger's board, and said it has decided nothing on a legally binding transaction.
Mitsubishi Electric has agreed to sell 50% of its auto-equipment subsidiary to Hon Hai's investment arm for ¥115bn, with closing planned for October 2027 and a ¥100bn impairment expected in the year to March 2027.
Japan's governor at the IMF said the country will cut the consumption tax rate on food and beverages for two years and begin income-targeted benefits on a full scale from fiscal 2029, financed without deficit-financing bonds.
Santen Pharmaceutical's Chongqing joint venture, in liquidation since 2024, will apply for bankruptcy with about ¥3.3bn of liabilities, but the company says a fully provisioned ¥2bn loan means no new loss.
Japan Prime Realty has contracted to buy 22.5% of the building portion of two Otemachi towers from its sponsor for ¥32.8bn at a 3.3% NOI yield, betting on rent resets as fixed-term leases are renewed.
Tokio Marine & Nichido fixed coupons of 2.221% to 3.468% on four bond tranches totalling ¥200bn, up from ¥150bn expected earlier, and plans to allocate all net proceeds to green and nature finance projects by September 2029.
TradeWorks says it will bear all costs after a misconfigured admin function in the trading system it supplies to Iwai Cosmo Securities may have exposed names and email addresses of 4,611 customers, and it is checking its other financial-institution clients.
A draft METI notice would set a 2.97 W/m²K heat-loss target for sashes used in non-wooden apartments, applying to makers and importers with about 1% of output; public comment runs to 16 November 2026.
Japan's Civil Aviation Bureau proposes dropping standard audit frequencies for large carriers in favour of plans built on an 11-item risk profile and mandatory corrective-action plans; comments close November 13.
Nidec has the committee report on whether current and former officers are legally liable for its accounting misconduct; the notice gives no findings, promises a redacted version later, and says damages claims will be deliberated next.
Japan pledged $40mn to the Global Financing Facility and urged every G20 member to join a World Bank debt-data exercise, in a statement delivered as it took the Development Committee chair.
Unauthorised access to the Fancl and Attenir online shops between 3 and 10 October exposed data on 368,184 Fancl and 417,312 Attenir members, Kirin said; it excludes card details, and the earnings effect is under review.
Aviation Capital Group, the US lessor Tokyo Century is selling half of to Itochu, has signed for 75 A320neo-family jets with a catalog value of about ¥1.856tn, delivering from 2032 to 2035; the actual price is undisclosed.
Tokyo Steel now forecasts a ¥1bn operating profit for the year to March 2027, from a ¥4bn loss, on higher shipment prices and cheaper scrap, while asset sales help lift its interim net income guide.
Shimane Bank forecasts a ¥5.98bn net loss for the year to March 2027 on a planned securities sale, and has proposed ¥10bn of non-voting preferred shares for SBI Shinsei Bank that need shareholder approval on December 24.
Rakuten Group plans to use ¥265.6bn of the Series 26 bond's net proceeds to repay a dollar bond due February 2027, while the ¥40bn Series 27 is earmarked wholly for cash spent on its fintech restructuring.
A Financial Services Agency draft would require auditors to assess going concern for at least a year after financial statements are approved and report on it even without material uncertainty, applying from March 2028 year-end audits if adopted.
Specified skilled worker status added 53,960 residents in six months to end-June, the biggest gain among the five most common statuses, as Japan's foreign resident count rose 3.8% to a record 4,281,026.
New foreign entrants to Japan fell 0.1% in the first half of 2026, but those from China dropped 57.3% while Korea and Taiwan each rose about a fifth, and the number granted cruise-ship landing permission fell 64.1%.
Economy minister Akazawa says Japan has no kerosene shortage, yet METI will ask sellers to match last year's volumes, create refiner direct sales and subsidize the import-price gap, without yet giving a rate or start date.
MORESCO raised its full-year operating-profit forecast from ¥2.4bn to ¥4.5bn, citing price corrections, higher car output outside China and data-centre disk lubricants, and lifted its year-end dividend forecast to ¥70 a share.
Serverworks lifted its operating-profit forecast 27.1% to ¥1.665bn and net profit 70.1% to ¥1.538bn, crediting AI-related demand but also a weaker yen, cloud-vendor partner incentives and a lower tax charge.
SHIFT's subsidiary is to be sole general partner of a planned ¥15bn software-investment fund with Tokyo Gas, holding all execution authority while SHIFT and the subsidiary together plan to supply 33.3% of the capital.
Medley suspended its @link medical-institution system and patient app on October 14 after confirming unauthorized access; patient data may have leaked from as many as 787 institutions, and no restart date has been given.
Intruders reached Beauty Garage's servers between 10 and 12 October, and the company has confirmed 775,725 leaked records covering salon names, customer names, emails and phone numbers; it is still assessing the earnings impact.
Pasona Group says subsidiary Pasona is under a Japan Fair Trade Commission investigation into dispatch fee-setting and that it is cooperating fully; the quarterly report gives no allegation or outcome, and full-year guidance is unchanged.
Yellow Hat says log analysis fixes the number of affected members at 1,797,124, slightly below its first estimate, but adds addresses, birth dates, gender and login IDs to the data taken; the booking system has restarted and the final report has gone to the privacy regulator.
Axelspace Holdings will issue warrants over 16.5mn shares, 24.78% of voting rights, to SMBC Nikko Securities after faults in four GRUS-3 satellites; proceeds are about ¥4.3bn if all are exercised at the initial price and about ¥2.6bn at the floor.
GO, Waymo and Nihon Kotsu aim for driverless Tokyo taxis in 2027, scaling to about 100 vehicles only after permits are obtained, while GO's app business lifted quarterly operating profit to ¥3.04bn.
TOHO lifted its full-year net profit forecast to ¥48bn from ¥41bn after selling investment securities, while keeping revenue at ¥345bn and operating profit at ¥62bn, and left the year-end dividend under review.
BayCurrent targets ¥500bn in revenue and a 40% EBITDA margin in its 2030 plan, and now holds back only about 25% of forecast revenue in cash, with the surplus going to investment and buybacks.
West Holdings' grid-battery segment earned ¥8.42bn of operating profit against ¥2.17bn for its renewable-energy segment, while a per-operator limit on connection studies took effect on 1 August and the company reports more than 1,600 connection applications.
Japan's core private machinery orders rose 5.2% in August, the first gain in two months, while total orders fell 3.7% and the Cabinet Office held its assessment that orders are picking up.
Takashimaya's operating profit rose 16.4% in the six months to August on inbound and domestic demand, and it raised full-year operating profit guidance to ¥59.0bn, even as net profit fell 24.5% after last year's asset-sale gain.