Japan Tobacco News

Nobuyuki Yamamoto's "Stock Research File": A surge in the dissolution of parent-child listings erupted two years after the Tokyo Stock Exchange's request for a PBR recovery to 1 times.

A symbol of parent-child listings is finally being completely subsidiary. NTT <9432.T> decided at the board meeting on the 8th to fully acquire the NTT Data Group <9613.T> (managed). The tender offer (Buy) price is 4,000 yen per share, with a total acquisition amount estimated to be about 2.37 trillion yen. Calculating at 4,000 yen per share, the Market Cap of NTT Data reaches 5.61 trillion yen. Since NTT already holds 57.7% of the Stocks, unless something significant happens.

Kabushiki ShimbunMay 9 04:52 ET

JT and Iwai Cosmo Securities have initiated coverage with a rating of "B+".

On the 8th, Iwai Cosmo Securities commenced coverage of JT <2914.T> with a rating of 'B+' (the second highest of five levels). The Target Price is 4,850 yen. The focus on concentrating management resources on heated tobacco following the transfer of the Pharmaceutical Business is appreciated. Provided by Wealth Advisor Co.

Kabushiki ShimbunMay 9 00:25 ET

Rating information (Investment decision change - Part 1) = Shin-Etsu Chemical, Zeon, ETC

◎ Nomura Securities (three-tier rating: Buy > neutral > Reduce) Shin-Etsu Chemical <4063.T> - restarting at "neutral", 4,900 yen ◎ SMBC Nikko Securities (three-tier rating: 1 > 2 > 3) Zeon <4205.T> - "1" to "2", from 1,800 yen to 1,550 yen ◎ Iwai Cosmo Securities (five-tier rating: A > B+ > B > B- > C) JT <2914.T> - initiating coverage at "B+", 4,850 yen Provided by: Wealth Advisor Co.

Kabushiki ShimbunMay 8 20:53 ET

＜Rating Change Observation＞ Upgraded ratings for JT and Tokyo Electron, downgraded ratings for Zeon, ETC.

◎ New and resumed coverage on JT <2914.T> --- domestic major firms rated second in a five-tier system, Shin-Etsu Chemical <4063.T> --- domestic major firms rated in the middle of three tiers (coverage resumed) ◎ Upgraded rating for Nitto Denko <6988.T> --- domestic mid-tier rated second in a five-tier system, NIKON CORP SPONS <7731.T> --- foreign firms rated highest in a three-tier system, Tokyo Electron <8035.T> --- domestic mid-tier rated highest in a five-tier system ◎ Downgrade for Zeon <4205.T> --- domestic major firms rated in the middle of three tiers, SCSK <9719.T> --- domestic mid-tier rated in a five-tier system.

Kabushiki ShimbunMay 8 19:50 ET

Japan Tobacco GAAP EPS of ¥88.68, Revenue of ¥826.98B

Seeking AlphaMay 8 10:42 ET

Spot information for individual stocks (1)

UBE <4208.T> continues to rise. The consolidated operating profit Financial Estimates for the previous March quarter have been raised. Piala <7044.T> hits the limit up. Commencement of commerce support for creators in response to "TikTok Shop." Hayashikane <2286.T> hits a year-to-date high. Consolidated performance Financial Estimates for the previous March quarter have been revised upwards. The sales volume of Fodder for fish farming has increased. JT <2914.T> hits a year-to-date high. The consolidated operating profit for the first quarter (January-March) of the current December period is 248.8 billion yen (a 15% increase compared to the same period last year). JMDN <44>

Kabushiki ShimbunMay 8 03:49 ET

Nikkei Ends Higher Amid BOJ Policy Divide, US Trade Uncertainty

MT NewswiresMay 8 02:51 ET

The Nikkei average rebounded by 148 yen, but remains aware of the psychological threshold of 37,000 yen = afternoon of the 8th.

On the 8th, the Nikkei Stock Average rebounded, rising by 148.97 yen compared to the previous day, to 36,928.63 yen. The TOPIX (Tokyo Stock Price Index) increased by 2.56 points to 2,698.72 points, marking its tenth consecutive rise. Following the rise in U.S. stocks on the 7th, buying was predominant from the morning. After a round of buying, there was some pressure from sell orders waiting for a rebound, leading to a negative turn, indicating a heavy upward trend at times. On the other hand, the afternoon session started with buying dominating the trading. The Nikkei Average continued to show strong price movements, and at 2:52 PM, it was...

Kabushiki ShimbunMay 8 02:50 ET

Torii Pharmaceutical and others continue to rank, movements aligning with the TOB price.

Tori Pharmaceuticals <4551> has made the ranking (as of 14:32). There is a significant continuation. Shionogi <4507> announced the acquisition of JT's <2914> Pharmaceutical Business, and accordingly, it plans to make the company under JT a wholly-owned subsidiary through a tender offer. The tender offer price is 6,350 yen, and reports of this were observed during the previous trading hours, after which the stock price surged and was subject to stock suspension. Top changes in Volume rate [As of May 8, 14:32] (compared to the average volume over the last five days) Code Brand Volume

Fisco JapanMay 8 01:33 ET

Japan Tobacco Profit Gains Slightly in Q1

MT NewswiresMay 7 21:50 ET

Torii Pharmaceutical reaches a peak, Shionogi's TOB price aligns at 6,350 yen.

The pharmaceutical manufacturer Torii Pharmaceutical <4551.T> (under supervision) surged sharply, setting a new all-time high. At one point, it reached 6,350 yen, up 770 yen compared to the previous day. After the market closed on the 7th, Shionogi & Co. <4507.T> announced that it would conduct a TOB (Tender Offer for Shares). Shionogi will carry out the TOB for Torii Pharmaceutical at 6,350 yen per share. No upper limit on the purchase is set, and Torii Pharmaceutical is expected to be (Delisted) after the TOB is completed. Torii Pharmaceutical has expressed support for the proposal and recommends participation, and after the TOB is completed, JT <2914>

Kabushiki ShimbunMay 7 21:15 ET

Shionogi to Acquire Japan Tobacco's Pharma Business, Take Full Control of Torii Pharmaceutical

MT NewswiresMay 7 18:47 ET

JT, 1Q operating profit increased by 15.3% to 248.7 billion yen.

JT <2914> announced that its performance for the first quarter of the fiscal year ending December 2025 showed a revenue increase of 11.7% year-on-year to 826.9 billion yen, and an operating profit increase of 15.3% to 248.7 billion yen. The price increases for cigarettes in Overseas markets such as the Philippines, Russia, and the UK contributed to the revenue growth, as well as the acquisition of the U.S. Vector Group Ltd, which specializes in rolled tobacco, in October last year. For the fiscal year ending December 2025, revenue is projected to increase by 3.9% from the previous period to 3 trillion 273 billion yen, operating profit.

Fisco JapanMay 7 16:54 ET

Key points of interest in the PTS on the 7th = Kawasaki Kisen, Torii Pharmaceutical, HENNG, Mercari, JT, ETC.

▽ Kawasaki Kisen <9107.T>, the consolidated operating profit Financial Estimates for the fiscal year ending March 2026 is projected to be 105 billion yen (a 66% decrease compared to the previous period). ▽ Torii Pharmaceutical <4551.T> and Shionogi <4507.T> are conducting a tender offer (Buy). The purchase price is 6,350 yen. ▽ HENNGEE <4475.T> has increased its consolidated performance Financial Estimates for the fiscal year ending September 2025. The acquisition of new orders, including large projects, exceeded expectations. ▽ Mercari <4385.T>, cumulative total for the third quarter of the fiscal year ending June 2025 (from July 2024 to March 2025).

Kabushiki ShimbunMay 7 03:53 ET

Japan Tobacco: Extraordinary Report

EDINETMay 7 03:09 ET · Announcements

Japan Tobacco Reports Strong Q1 2025 Financial Performance

TipRanksMay 7 03:00 ET

Japan Tobacco 1Q EPS Y88.69 Vs EPS Y88.58

Dow JonesMay 7 02:31 ET

Japan Tobacco Keeps FY Dividend at Y194.00

Dow JonesMay 7 02:31 ET

Japan Tobacco: Earnings Conference materials for the 1st quarter of fiscal year 2025 (CFO presentation)

JPXMay 7 02:30 ET · Announcements

Japan Tobacco: Summary of financial results for the 1st quarter of the fiscal year ending 2025/12 [IFRS] (consolidated)

JPXMay 7 02:30 ET · Announcements