Section
Equities, indexes, earnings, and the moves that reset portfolios.
MS&AD insurance group units raised loss-reserve assumptions after Hokkaido landslide and debris-flow claims from late-summer typhoon rains exceeded modelled September pick-up, pressuring combined ratios ahead of third-quarter disclosures.
Screen Holdings guided OLED evaporation tool shipments toward a Kyushu display pilot line, tightening delivery windows as the customer tests mid-size panel stacks ahead of mass-production decisions.
Isuzu Motors shares drew parcel-logistics interest after it pitched hydrogen box trucks for suburban last-mile hubs, extending its Toyota-backed ELF fuel-cell program toward cube-van duty cycles parcel carriers run between depots and convenience stores.
Daiichi Sankyo is reserving oral-solid capacity at its Odawara API campus after shelving ADC equipment there, timing a pilot suite to obesity-pill demand tied to its Espha-linked semaglutide partnership.
Nintendo Co shares stalled in Tokyo after the company rolled back a Pocket Camp Complete server patch in Japan that had briefly restored leaf-ticket microtransactions, confusing mobile revenue models analysts thought were retired.
Advantest shares outpaced the Nikkei as brokers priced in HBM probe-tool backlog even while DRAM spot indices whipsaw, betting memory makers will keep buying testers through generational transitions.
