Japanese trading houses turn upbeat as commodity rally and weak yen cushion Iran war impact Japanese trading houses see improved fiscal prospects as commodity prices climb and the weak yen …
Forecasts
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Business
Kioxia Forecasts 31-Fold Quarterly Profit Surge on AI Data Center Demand
by Sato Asahiby Sato AsahiKioxia Forecasts 31-Fold Quarterly Profit as NAND Demand Rises, but Guidance Misses Estimates Kioxia forecasts a 31-fold surge in quarterly net profit driven by rising NAND flash demand from AI …
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Business
TSMC forecasts 40% revenue growth and announces $100bn US investment
by Sato Asahiby Sato AsahiTSMC to Invest Additional $100 Billion in U.S. Fabs and Packaging, Raises 2026 Capex TSMC confirms $100 billion U.S. expansion to build advanced fabs and packaging in Arizona, raises 2026 …
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Business
Mori Trust forecasts 42 million visitors in 2026, urges post-2030 tourism strategy
by Sato Asahiby Sato AsahiJapan tourism: Mori Trust forecasts 42 million visitors in 2026 and urges post‑2030 strategy Mori Trust forecasts 42 million international arrivals in 2026, highlighting resilience in Japan tourism despite regional …
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Business
Fast Retailing Raises Forecasts, Poised to Overtake H&M for World No. 2
by Sato Asahiby Sato AsahiFast Retailing raises forecasts as Uniqlo’s Q3 strength pushes it toward No.2 global apparel spot Fast Retailing raises profit and revenue forecasts after strong Q3 Uniqlo sales, boosting chances of …
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Business
Woodside Energy forecasts US LNG demand surge as sales and oil rise
by Sato Asahiby Sato AsahiWoodside Energy to Ramp LNG Exports as U.S. Appetite Fuels Recovery of Major Investments Woodside Energy sees strong U.S. demand for LNG as the Australian producer ramps up exports to …
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Business
TSMC forecasts more than 30% revenue growth in 2026 on AI demand
by Sato Asahiby Sato AsahiTSMC forecasts more than 30% revenue growth in 2026 as AI demand surges TSMC revenue growth 2026 driven by accelerating AI infrastructure investment, the company said at its June 4 …
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Business
JTB forecasts profit growth and 10% sales rise despite Middle East conflict
by Sato Asahiby Sato AsahiJTB Profit Growth Returns as Overseas Travel and Inbound Demand Lift Sales JTB projects a return to profit growth as overseas travel and inbound tourism offset a domestic slump, with …
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Business
Japan economy expands 0.5% in Q1, annualized 2.1% beats forecasts
by Sato Asahiby Sato AsahiJapan GDP Rises 0.5% in Q1 2026, Annualized Pace Hits 2.1%, Cabinet Office Says Japan GDP rose 0.5% quarter-on-quarter in January–March 2026 (annualized 2.1%), exceeding market expectations, Cabinet Office data …
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Business
Recruit Holdings forecasts 25% profit rise as Indeed and AI boost growth
by Sato Asahiby Sato AsahiRecruit Holdings Forecasts 25% Profit Jump as Indeed and AI Drive U.S. Growth Recruit Holdings expects a 25% increase in consolidated net profit this fiscal year, propelled by strong performance …