[株式会社ビーエイブル] Annual Securities Report—36th fiscal year (2025/08/01–2026/07/31)
The summary of this item is not shown
Facts
- The number of employees at the end of the period was 224.
Companies mentioned：株式会社ビーエイブル
2026-10-30 09:00–12:00 JST
1270 received, 1270 listed, 16 sources ・ Page 13 of 13
One place for news and notices from 2 countries/regions: Japan, 1109 items from 7 sources; Taiwan, 161 items from 9 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
Japan | EDINET 金融庁開示 (continued)（28）
【三菱ＵＦＪ信託銀行株式会社】Securities Report (Domestic Trust Beneficiary Securities, etc.)—5th Term (2026/01/31–2026/07/31)
Mitsubishi UFJ Trust and Banking filed its 5th-period report for domestic trust beneficiary certificates, etc. Assets totaled approximately 7.55 billion yen, and ordinary profit was approximately 35.75 million yen.
Facts
- 三菱ＵＦＪ信託銀行株式会社 filed an annual securities report for domestic trust beneficiary certificates, etc.
- Ordinary profit for the period was 35,749 thousand yen.
- The report covers the period from January 31, 2026, to July 31, 2026.
Companies mentioned：三菱ＵＦＪ信託銀行株式会社
[三菱ＵＦＪアセットマネジメント株式会社] Annual Securities Report (domestic investment trust beneficiary certificates)—30th fiscal year (2025/08/01–2026/07/31)
Mitsubishi UFJ Asset Management filed its annual securities report for the 30th fiscal year (2025/08–2026/07). Net assets declined, but operating profit remained positive.
Facts
- Net assets at the end of the period were 8,358,546,805 yen.
- Operating profit or loss for the period was 599,201,618 yen.
- The trust principal limit is 100 billion yen for each fund.
- Unpaid distributions at the end of the period were 303,391,895 yen.
Companies mentioned：三菱ＵＦＪアセットマネジメント株式会社
[ブラックロック・ジャパン株式会社] Annual Securities Report (domestic investment trust beneficiary certificates)—9th fiscal year (2025/08/05–2026/08/03)
BlackRock Japan filed its 9th-period annual securities report. Assets and earnings rose sharply, and the return was 23.0%.
Facts
- Originalブラックロック・つみたて・グローバルバランスファンドの第9期収益率は23.0%である。
- Total assets at the end of the 9th period were 61,869,178,704 yen.
- Net assets at the end of the 9th period were 61,727,122,700 yen.
- Current assets at the end of the 9th period were 61,869,178,704 yen.
- Operating profit at the end of the 9th period was 10,775,358,714 yen.
Companies mentioned：ブラックロック・ジャパン株式会社
[フリービット株式会社] Amended Annual Securities Report—26th fiscal year (2025/05/01–2026/04/30)
The summary of this item is not shown
Companies mentioned：フリービット株式会社
[三菱ＵＦＪ信託銀行株式会社] Annual Securities Report (domestic trust beneficiary certificates, etc.)—2nd fiscal year (2026/02/01–2026/07/31)
The summary of this item is not shown
Facts
- Mitsubishi UFJ Trust and Banking filed an annual securities report for domestic trust beneficiary certificates, etc.
- The EDINET code is E03626.
Companies mentioned：三菱ＵＦＪ信託銀行株式会社
[三菱ＵＦＪ信託銀行株式会社] Annual Securities Report (domestic trust beneficiary certificates, etc.)—5th fiscal year (2026/02/01–2026/07/31)
Mitsubishi UFJ Trust and Banking filed its 5th-period annual securities report covering February–July 2026. Assets stood at approximately 5.3 billion yen, and ordinary profit was approximately 300 million yen.
Facts
- Mitsubishi UFJ Trust and Banking filed an annual securities report on October 30, 2026.
Companies mentioned：三菱ＵＦＪ信託銀行株式会社
[三菱ＵＦＪ信託銀行株式会社] Annual Securities Report (domestic trust beneficiary certificates, etc.)—9th fiscal year (2026/01/31–2026/07/31)
Mitsubishi UFJ Trust and Banking filed its 9th-period annual securities report for domestic trust beneficiary certificates, etc., reporting total assets of 708,664 million yen and ordinary profit of 8,498 million yen.
Facts
- 三菱ＵＦＪ信託銀行株式会社 filed an annual securities report on October 30, 2026.
Companies mentioned：三菱ＵＦＪ信託銀行株式会社
[シンプレクス・アセット・マネジメント株式会社] Annual Securities Report (domestic investment trust beneficiary certificates)—19th fiscal year (2025/08/01–2026/07/31)
Simplex Asset Management filed its 19th-period annual securities report for domestic investment trust beneficiary certificates. Assets and net assets increased, and net income for the period was approximately 5.76 billion yen.
Facts
- シンプレクス・アセット・マネジメント株式会社 filed an annual securities report.
- The 19th fiscal year covers the period from August 1, 2025, to July 31, 2026.
- Net income for the 19th fiscal year was 5,766,495,483 yen.
- The return for the 19th fiscal year was 16.26%.
- Original第19期末の1口当たり純資産額は6.1511円である。
Companies mentioned：シンプレクス・アセット・マネジメント株式会社
[シュローダー・インベストメント・マネジメント株式会社] Annual Securities Report (domestic investment trust beneficiary certificates)—41st fiscal year (2026/01/31–2026/07/30)
Schroder Investment Management filed its 41st-period report for domestic investment trust beneficiary certificates. The fund, focused on BICs stocks, recorded net assets of approximately 7.7 billion yen and an operating loss of approximately 510 million yen.
Facts
- The filer is シュローダー・インベストメント・マネジメント株式会社, and the document is an annual securities report (domestic investment trust beneficiary certificates).
- Net assets at the end of the period were 7,714,133,128 yen.
- Operating profit or loss for the period was a loss of 515,610,038 yen.
- The fund invests primarily in shares of BICs (Brazil, India and China) and actively manages its portfolio with the aim of achieving long-term growth in trust assets.
- The EDINET code is E12586, and there is no applicable securities code.
Companies mentioned：シュローダー・インベストメント・マネジメント株式会社
[ブラックロック・ジャパン株式会社] Annual Securities Report (domestic investment trust beneficiary certificates)—13th fiscal year (2025/08/05–2026/08/03)
BlackRock Japan filed its 13th-period annual securities report. Assets and net assets increased, and operating profit also rose from the previous period.
Facts
- Operating profit for the period was 217,536,512 yen.
- Net asset value per 1 unit of the “iShares High Yield Bond Index Fund” was 2.6152 yen.
- The rate of return for the 13th period was 10.5%.
Companies mentioned：ブラックロック・ジャパン株式会社
[ブラックロック・ジャパン株式会社] Annual Securities Report (domestic investment trust beneficiary certificates)—13th fiscal year (2025/08/05–2026/08/03)
The summary of this item is not shown
Facts
- ブラックロック・ジャパン株式会社 filed a securities report on October 30, 2026.
- The rate of return for the 13th period was 7.3%.
Companies mentioned：ブラックロック・ジャパン株式会社
【アセットマネジメントＯｎｅ株式会社】Securities Report (Beneficiary Securities of Domestic Investment Trusts) – 19th period (2025/08/01–2026/07/31)
アセットマネジメントＯｎｅ filed the 19th-period report for beneficiary securities of a domestic investment trust. Net income for the period was approximately 425 million yen, and total assets were approximately 2.45 billion yen.
Facts
- アセットマネジメントＯｎｅ株式会社 filed a securities report (beneficiary securities of a domestic investment trust) for the 19th period.
- The fund invests substantially in equities of companies in mainland China, Hong Kong and Taiwan.
Companies mentioned：アセットマネジメントＯｎｅ株式会社
[ブラックロック・ジャパン株式会社] Annual Securities Report (domestic investment trust beneficiary certificates)—13th fiscal year (2025/08/05–2026/08/03)
Originalブラックロック・ジャパンが「iシェアーズ 国内債券インデックス・ファンド」の有価証券報告書を提出。第13期の純資産は減少し、収益率は-6.5%となった。
Facts
- Original「iシェアーズ 国内債券インデックス・ファンド」の第13期の当期純損失は△29,848,084円である。
- The fund aims to achieve investment results that track an index representing the yen-denominated bond market.
Companies mentioned：ブラックロック・ジャパン株式会社
【しんきんアセットマネジメント投信株式会社】Securities Report (Beneficiary Securities of Domestic Investment Trusts) – 24th period (2025/08/07–2026/08/06)
しんきんアセットマネジメント投信 filed a securities report for the 24th period. It recorded a rate of return of 42.40% and total assets of more than 48.2 billion yen, demonstrating steady growth.
Facts
- The rate of return for the 24th period was 42.40%.
- Total assets at the end of the period were 48,215,274,952 yen.
- Net assets at the end of the period were 46,880,708,520 yen.
- The filer was しんきんアセットマネジメント投信株式会社.
Companies mentioned：しんきんアセットマネジメント投信株式会社
【野村アセットマネジメント株式会社】Securities Report (Beneficiary Securities of Domestic Investment Trusts) – 29th period (2026/02/14–2026/08/13)
野村アセットマネジメント filed a report for the 29th period for beneficiary securities of an investment trust. It recorded assets of approximately 12.97 billion yen and operating profit of approximately 420 million yen. Australian dollar bonds and a currency premium strategy are its main pillars.
Facts
- 野村アセットマネジメント株式会社 filed an annual securities report.
- Total assets at the end of the period were 12,970,091,789 yen.
- Operating profit for the period was 424,974,494 yen.
- The fund’s principal investment targets in substance are Australian dollar-denominated public and corporate bonds.
- The fund makes substantial use of a currency premium strategy.
Companies mentioned：野村アセットマネジメント株式会社
【野村アセットマネジメント株式会社】Securities Report (Beneficiary Securities of Domestic Investment Trusts) – 12th period (2026/02/07–2026/08/06)
野村アセットマネジメント filed a securities report for the 12th period. Net income for the period was approximately 340 million yen, and total assets were approximately 9 billion yen.
Facts
- Original野村アセットマネジメントは2026年10月30日に有価証券報告書を提出した。
- Total assets at the end of the period were 8,978,168,117 yen.
- The trust money limit is 1 trillion yen for each fund.
Companies mentioned：野村アセットマネジメント株式会社、野村ブラックロック
【ブラックロック・ジャパン株式会社】Securities Report (Beneficiary Securities of Domestic Investment Trusts) – 10th period (2025/08/05–2026/08/03)
ブラックロック・ジャパン株式会社 filed a securities report for the 10th period, covering August 5, 2025, through August 3, 2026. Financial data for investment trust beneficiary securities, including those of the LifePath series, were disclosed.
Facts
- The filer was ブラックロック・ジャパン株式会社, and the document was a securities report (Beneficiary Certificates of Domestic Investment Trusts).
- Net assets at the end of the period were 2,115,812,330 yen.
- Operating profit for the period was 845,796,48 yen.
- The funds covered include ブラックロックLifePathファンド2055, 2030, 2035, 2040, 2045, 2050, 2025, 2060, 2065 and 2070.
Companies mentioned：ブラックロック・ジャパン株式会社
【アセットマネジメントＯｎｅ株式会社】Securities Report (Beneficiary Securities of Domestic Investment Trusts) – 58th period (2026/01/31–2026/07/30)
The summary of this item is not shown
Facts
- The fund invests in U.S. high-grade bonds and high-yield bonds, among others, through investments in feeder fund beneficiary securities.
- The feeder fund is managed by ロード・アベット・アンド・カンパニー エルエルシー.
Companies mentioned：アセットマネジメントＯｎｅ株式会社、ロード・アベット・アンド・カンパニー エルエルシー
【ブラックロック・ジャパン株式会社】Securities Report (Beneficiary Securities of Domestic Investment Trusts) – 12th period (2025/08/05–2026/08/03)
ブラックロック・ジャパン filed a securities report for the 12th period of the “ブラックロック世界分散投資ファンド.” Financial data, including total assets and operating profit, were disclosed.
Facts
- ブラックロック・ジャパン株式会社 filed a securities report.
- Total assets at the end of the period were 14,498,003,130 yen.
- Operating profit for the period was 1,967,790,236 yen.
- The fund’s objective is to manage the trust assets with the aim of achieving medium- to long-term growth.
- Current assets increased from the end of the previous period to the end of the current period.
Companies mentioned：ブラックロック・ジャパン株式会社
【アセットマネジメントＯｎｅ株式会社】Securities Report (Beneficiary Securities of Domestic Investment Trusts) – 20th period (2025/08/01–2026/07/31)
The summary of this item is not shown
Facts
- アセットマネジメントＯｎｅ株式会社 filed a securities report for beneficiary securities of a domestic investment trust.
- The rate of return for the 20th calculation period was 25.5%.
- The trust money limit is 200 billion yen.
- The EDINET code is E10677.
Companies mentioned：アセットマネジメントＯｎｅ株式会社
【野村アセットマネジメント株式会社】Securities Report (Beneficiary Securities of Domestic Investment Trusts) – 29th period (2026/02/10–2026/08/07)
The summary of this item is not shown
Facts
- Nomura Asset Management filed a securities report for beneficiary securities of a domestic investment trust.
- In addition to investing in REITs and other assets, the fund aims to generate income by selling call options.
- The reporting period runs from February 10, 2026, to August 7, 2026.
Companies mentioned：野村アセットマネジメント株式会社
【明治安田アセットマネジメント株式会社】Securities Report (Beneficiary Securities of Domestic Investment Trusts) – 29th period (2026/02/03–2026/07/31)
明治安田アセットマネジメント filed a securities report for the July 2026 period. Net assets and operating profit declined from the previous period, and current assets also contracted.
Facts
- Original明治安田米国中小型成長株式ファンドの当期末純資産総額は22,008,422,905円である
- Operating profit or loss for the period was 2,003,725,613 yen.
- Original明治安田米国中小型成長株式マザーファンドの1口当たり純資産額は10.3567円である
- Current assets at the end of the period were 23,855,789,478 yen.
- Unpaid distributions increased from 793,516,886 yen at the end of the previous period to 1,518,656,945 yen at the end of the current period.
Companies mentioned：明治安田アセットマネジメント株式会社、一般社団法人資産運用業協会
【野村アセットマネジメント株式会社】Securities Report (Beneficiary Securities of Domestic Investment Trusts) – 3rd period (2026/01/31–2026/07/30)
野村アセットマネジメント filed a report for the 3rd period for beneficiary securities of a domestic investment trust. Total assets increased, and the rate of return also posted a strong 14.6%.
Facts
- The rate of return for the 3rd specified period of 野村マッコーリー・プライベート・インフラ・ファンド was 14.6%.
- The filer of the securities report is 野村アセットマネジメント株式会社.
- The principal underlying investment targets are shares and other securities of unlisted infrastructure companies in countries around the world, primarily in developed markets.
Companies mentioned：野村アセットマネジメント株式会社、野村マッコーリー・プライベート・インフラ・ファンド、野村マネー マザーファンド
Taiwan | 鉅亨網（17）
Surging shipments of AI component orders boost business; 榮惠 plans to raise NT$176 million through a cash offering.
AI liquid-cooling component supplier 榮惠-KY has received approval from the Financial Supervisory Commission to raise NT$176 million through a cash offering following strong business growth. Driven by rising volume in its AI server liquid-cooling business and robust customer demand, the company posted record third-quarter revenue and gave an upbeat outlook for the fourth quarter.
Facts
- 榮惠-KY plans to issue 1,630 lots of new shares in a cash offering at a tentative premium price of NT$108 per share, raising NT$176 million. The offering was declared effective by the Financial Supervisory Commission today (30).
- 榮惠-KY posted revenue of NT$292 million in September 2026, up 20.45% month over month and 141 times year over year.
- 榮惠-KY posted third-quarter revenue of NT$720 million, a record high.
- 榮惠-KY’s major customers placed additional orders for water-cooling modules, water-cooling quick disconnects (QDs), sensors, PCBAs, sheet-metal enclosures and other related components.
- 榮惠-KY posted after-tax net income of NT$88.96 million in the first half of 2026, with earnings per share of NT$4.31.
Companies mentioned：榮惠-KY、中國信託證券
技嘉 signs NT$50 billion syndicated loan to prepare for next year’s AI server procurement.
技嘉 (2376-TW) secured approval for a NT$50 billion syndicated loan led by 4 major banks, aimed at repaying debt and bolstering working capital as it prepares for AI server shipments next year.
Facts
- 技嘉’s board approved a syndicated credit agreement totaling NT$50 billion with a banking consortium.
- The syndicated loan is jointly led by 臺灣銀行, 兆豐銀行, 華南銀行 and 國泰世華銀行.
- 技嘉 has delivered a small number of products featuring NVIDIA’s next-generation Vera Rubin architecture.
- With the share of NVL72 rack shipments expected to recover in the fourth quarter, quarterly revenue is projected to exceed the third quarter’s performance.
- The overall credit facility will run for 5 years from the date of the first drawdown.
Companies mentioned：技嘉、臺灣銀行、兆豐銀行、華南銀行、國泰世華銀行、NVIDIA
Original〈台股開盤〉美股利空籠罩 狂瀉逾1600點失守4萬5、摜破半年線
Original受美股Alphabet財報不佳及半導體股重挫影響，台股30日開盤暴跌逾1600點，失守4萬5大關並跌破半年線，電子權值股全面下挫。
Facts
- Original台股30日早盤暴跌超過1600點，最低跌至44726.26點，失守4萬5關卡並摜破半年線。
- OriginalGoogle母公司Alphabet財報表現不如預期，亞馬遜自由現金流轉負。
- Original台積電ADR(TSM-US)收黑跌逾4%。
- Original台達電(2308-TW)觸及跌停。
- The Philadelphia Semiconductor Index fell 165.8 points, or 1.41%, to close at 11,518.2.
Companies mentioned：Google、Alphabet、亞馬遜、Marvell、英特爾、台積電、台達電、聯電、日月光、聯發科、廣達、鴻海、欣興、南電、景碩、台燿、台光電、聯茂、臻鼎-KY、信驊、鴻勁、旺矽、穎崴、致茂、雙鴻
The Wall Street Journal: Ukraine halts attacks on Russian oil refineries amid U.S. pressure.
According to The Wall Street Journal, Ukraine’s military has informally paused attacks on Russian oil refineries amid pressure from U.S. President Donald Trump, in a move intended to ease domestic fuel price pressures in the United States and address the midterm elections.
Facts
- People familiar with the matter said Ukraine’s military has paused attacks on Russian oil refineries.
- The informal pause is expected to last until after the U.S. congressional midterm elections.
- Ukrainian forces involved in long-range strikes were notified in mid-October that, after completing missions already underway, attacks on refineries would effectively be suspended.
- Ukraine’s Defense Minister Evgeniy Khmara told Zelenskyy that, given the volatile diplomatic situation, the military believed it would be best to hold off on attacks on refineries.
- Zelenskyy said service members should try to be more cautious these days, but the military had not received an order to “stop attacking refineries.”
Bitcoin falls below $78,000! Binance suspected of being hacked; Circle and Tether freeze $2.54 billion in funds.
Bitcoin fell below $78,000, rattling markets as 幣安 was suspected of being hacked. Circle, Tether and Ripple jointly froze about $2.54 billion in related funds. Blockchain analytics firm Arkham Intelligence said the wallets involved held assets worth nearly $6 billion. 幣安 has yet to confirm an attack but stressed that users’ funds are safe.
Facts
- Bitcoin fell below the $78,000 threshold on Friday, extending the decline in the world’s largest cryptocurrency by market capitalization.
- Circle froze more than $800 million in the dollar-backed stablecoin USDC.
- Tether halted transactions involving more than $1.5 billion in USDT.
- Ripple helped block the transfer of $200 million in funds linked to the suspected attack.
- Blockchain analytics firm Arkham Intelligence identified 55 wallet addresses holding nearly $6 billion in assets.
- Hyperliquid’s HYPE token bucked the trend, rising 9.7%.
Companies mentioned：幣安(Binance)、Circle、Tether、Ripple、Arkham Intelligence、Bybit、Bitget、Hyperliquid
Suspected hack! 幣安, the world’s largest cryptocurrency exchange, freezes about $3 billion in assets as Bitcoin falls below $79,000
幣安, the world’s largest cryptocurrency exchange, was suspected of being hacked and urgently froze about $3 billion in assets while suspending trading. 幣安 founder Zhao Changpeng pledged to fully reimburse users if losses are confirmed. The incident sent Bitcoin below $79,000 and sparked market panic.
Facts
- 幣安 confirmed that it has frozen about $3 billion in assets so far.
- Bitcoin prices plunged 3.7% in response, falling below $79,000.
- 幣安 has suspended withdrawals and 幣安 Alpha trading.
- Blockchain tracking platform Arkham identified wallets linked to the suspected hacker, with holdings worth about $5.9 billion.
- Analysts and traders estimated that the potential amount stolen ranged from $1.7 billion to $5.7 billion.
- 幣安 co-founder Zhao Changpeng said all users would be fully reimbursed if losses are confirmed.
Companies mentioned：幣安、Binance、Arkham、JPEG Trading
Original星巴克在中國推「消費入座」後 宜家、霸王茶姬等品牌有門市試點
Original星巴克在全中國啟動「消費入座」倡議，引發業界對座位資源管理的關注。宜家、霸王茶姬、奈雪的茶等品牌門市相繼出現類似提示或措施，旨在解決佔座與資源浪費問題，但多數品牌總部無統一政策。
Facts
- Original星巴克近日在全中國門市啟動「消費入座」倡議。
- Original宜家上海徐匯商場餐廳採取每周二和周四「用餐就座」引導。
- 霸王茶姬’s Qingdao MixC store enforces a “purchase required to sit” rule, but customers who briefly come in to rest are not asked to leave.
- 奈雪的茶 headquarters has no rules related to a “purchase required to sit” policy, leaving individual stores to decide based on their operating needs.
- The headquarters of 瑞幸, 庫迪, 喜茶, Manner, Tims, 麥當勞 and 肯德基 have no clear, unified policy requiring customers to make a purchase before sitting.
Companies mentioned：星巴克、SBUX-US、宜家、霸王茶姬、奈雪的茶、02150-HK、瑞幸、庫迪、喜茶、Manner、Tims、麥當勞、MCD-US、肯德基、界面新聞
Original星巴克Q4營收、國際銷售不如預期 盤後股價轉跌
Original星巴克公布第四季財報，同店銷售與獲利優於預期，但營收及國際銷售不及預期，盤後股價下跌。公司澄清未收購Chipotle，並持續推動轉型計畫以加速成長。
Facts
- Original星巴克第四季同店銷售成長7.2%，高於華爾街預估的6.2%。
- Original星巴克第四季營收為91億美元，低於市場預估的92億美元。
- Original星巴克第四季調整後每股盈餘(EPS)為0.80美元，高於華爾街預估的0.71美元。
- Original星巴克國際市場銷售僅成長0.9%，低於市場預估的約3%。
- Original星巴克全年營收成長2%，達379億美元，略低於市場預期的380億美元。
- Original星巴克全年全球同店銷售成長6.2%，高於市場預估的6%。
- Original星巴克執行長Brian Niccol表示公司營運表現更加穩定一致。
Companies mentioned：星巴克、Starbucks、Yahoo Finance、Chipotle
Is an AI bubble about to burst? The truth behind declines in Google and UMC shares, and stock-picking strategies for the fourth quarter!
Alphabet’s third-quarter revenue and Google Cloud growth were strong, but shares plunged after earnings per share fell short of expectations and investment losses weighed on results. UMC raised prices by 10%, but its shares still fell amid rising costs and fierce competition in mature-node processes. For the fourth quarter, investors should watch for signs that growth is translating into profits, institutional buying is accumulating, and share prices are strengthening. Five leading AI and semiconductor stocks are recommended.
Facts
- Alphabet’s third-quarter revenue was about $127.6 billion, up 25% year over year. Google Cloud revenue was about $30.7 billion, up 103%, while operating income rose 30% from the same period last year.
- Google’s third-quarter earnings per share were $2.12, below market expectations. Losses on equity investments also significantly weighed on profits.
- Taiwan Semiconductor Manufacturing Co. has been a net buy for investment trusts for 20 consecutive days, with the largest net-buy amount on the Taiwan stock market.
Companies mentioned：谷歌(GOOGL-US)、聯電(2303-TW)、台積電(2330-TW)、世芯-KY(3661-TW)、金像電(2368-TW)、奇鋐(3017-TW)、華新科(2492-TW)
Original一夜4790億美元沒了！谷歌暴跌12%、邁威爾崩13% 日股開低1.3% KOSPI跌逾4%
Original受美股科技股重挫影響，亞洲股市開盤走低。谷歌市值大減4790億美元，亞馬遜資本支出激增引發關注，半導體與記憶體概念股如愛德萬測試、SK海力士等股價大幅下跌。
Facts
- Original谷歌股價大跌12%，市值蒸發4790億美元。
- The Nikkei 225 opened down 1.3% today (30).
- South Korea’s KOSPI index extended its decline to 4%.
- Original亞馬遜今年第三季物業和設備支出超過770億美元。
- Original邁威爾股價大跌13%。
- Original英特爾季度營收展望遜於分析師預期。
- Several listed Chinese memory-industry companies posted record net profits for the first three quarters of the year.
Companies mentioned：谷歌、邁威爾、愛德萬測試、東京電子、SK海力士、三星電子、那斯達克、道瓊、標普500指數、閃迪、美光科技、NEBIUS、CoreWeave、英特爾、亞馬遜、佰維儲存、德明利、君正股、東芯股、蘇商銀行
Japanese drama VIVANT angers China; Hello Kitty brand owner ends partnership, drawing response from Chinese side!
Japanese drama VIVANT was criticized by 環球時報 over sensitive China-related plotlines. 三麗鷗 announced it was ending a collaboration to quell the controversy and apologized. The move highlights the political risks and censorship pressures international brands face when exporting culture across borders.
Facts
- Late on the night of the 28th, 三麗鷗 announced in a statement posted on its official Weibo account that it was ending the collaboration between VIVANT and 三麗鷗 characters.
- 三麗鷗 said the collaborative content included expressions inconsistent with the group’s corporate philosophy, so it had decided to end the partnership.
- 三麗鷗’s Japan headquarters issued a formal apology in Japanese on its official website at around 1 p.m. on the 29th.
- Japan headquarters has removed the collaborative products launched in 2023 with the first season of VIVANT.
- 三麗鷗 said it had not known the plot in advance because it was not involved in filming or producing the television drama.
Companies mentioned：三麗鷗、三麗鷗集團、TBS電視台、TBS、財聯社、環球時報、中國外交部
Original放棄「湊單」！花旗：今年雙11陸電商平台將轉向直接降價 GMV低至中單位數成長
Original花旗發布報告指出，今年雙十一電商平台策略轉向直接降價，預期GMV低到中單位數成長，維持阿里、京東、拼多多買進評級。
Facts
- Original花旗指出今年雙十一主流電商平台策略從「湊單規則」轉向「直接降價」
- Original花旗估計雙十一整體GMV將錄得低至中單位數增幅
- 星圖數據 forecast that total online GMV for this year’s Singles’ Day would rise 14.2% year over year to 1.7 trillion yuan.
- Original花旗維持對阿里巴巴、京東及拼多多的「買進」評級
- The instant retail sector continued its explosive growth, driven by 美團 Flash Shopping and other platforms.
- 124 brands on 天貓 surpassed 100 million yuan in sales within the first 4 hours of the sale.
- Since Oct. 12, 京東 has promoted “official direct discounts, no bundling required,” and the number of customers placing orders has grown by double digits.
Companies mentioned：花旗、阿里巴巴、京東、拼多多、唯品會、星圖數據、抖音、天貓、快手、美團、淘寶、京東秒送
Analysis: Trainium set to move beyond AWS in 2027: How will Amazon monetize its AI chips next?
Amazon announced plans to make its in-house AI chip Trainium available outside the AWS ecosystem by the end of 2027, as it responds to strong demand and explores new business models. Options include direct sales or cloud partnerships, with implications for revenue composition and capital spending. The market is also watching how the approach compares with Google’s external supply model for its TPU chips.
Facts
- Amazon plans to make Trainium available outside AWS by the end of 2027.
- Amazon’s AI cloud and chip businesses each have annualized revenue of more than $25 billion.
- AWS's third-quarter revenue reached $45.98 billion, up 39.3% year over year.
- Customers using Amazon's custom-designed chips have saved more than $2 billion in costs to date.
- Anthropic committed to spending $114.5 billion on Google's computing resources between April 2026 and July 2033.
- Amazon's free cash flow over the past 12 months was an outflow of $42.36 billion.
- 瑞穗 estimates that Google TPU revenue could reach $100 billion in 2028.
Companies mentioned：亞馬遜 (Amazon)、AWS、Google、Alphabet、路透社、TD Cowen、甲骨文 (Oracle)、Anthropic、輝達 (NVIDIA)、超微 (AMD)、瑞穗
Original一家抵兩家！三星營益直逼微軟加Google總和 記憶體客戶有長約還要搶貨
三星電子 posted operating profit of 107.4 trillion won in the third quarter, setting a record for quarterly profit topping 100 trillion won. Strong AI-driven memory demand benefited the company, whose customers span cloud computing, mobile phones, automobiles and other sectors. Some customers with long-term contracts have also requested additional supply.
Facts
- 三星電子's third-quarter revenue rose 127% year over year to 195.3 trillion won, while operating profit surged 783% to 107.4 trillion won.
- Samsung became the world's first technology company to post quarterly operating profit exceeding 100 trillion won.
- Samsung has completed long-term supply contract signings with 10 major customers and is in talks with about 10 more.
- The semiconductor division accounts for 75% of Samsung's total revenue, with its memory business benefiting from rising prices and increased HBM4 sales.
- Samsung shares fell about 4.1% as details of its shareholder return plan await finalization next year.
Companies mentioned：三星電子、微軟、Alphabet、SK 海力士、美光、摩根士丹利
Why couldn't tech giants' earnings rescue chip stocks? Barron's names 4 key catalysts for the next rally.
Barron's analysis said that although earnings from tech giants have raised concerns about slowing capital spending growth, key earnings reports and events in the coming months, including results from Nvidia and Micron and CES 2027, could catalyze a rebound in chip stocks.
Facts
- The iShares Semiconductor ETF (SOXX-US) is currently more than 20% below its record high.
- Microsoft expects capital spending to exceed $50 billion this quarter.
- Alphabet maintained its full-year capital spending forecast at $200 billion.
- Google Cloud's revenue last quarter roughly doubled year over year to $30.7 billion.
- Nvidia's data center revenue averaged 5.1% above analysts' expectations.
- The market consensus expects Microsoft, Alphabet, Meta and Amazon to spend more than $1 trillion combined on capital expenditures by the end of this century.
- Micron is scheduled to report earnings on Dec. 23.
- The 2027 Consumer Electronics Show (CES) in Las Vegas will open next Jan. 6.
Companies mentioned：巴隆周刊(Barron’s)、輝達(NVDA-US)、超微(AMD-US)、博通(AVGO-US)、台積電(TSM-US)、美光(MU-US)、iShares、微軟(MSFT-US)、Alphabet(GOOGL-US)、甲骨文(Oracle)(ORCL-US)、亞馬遜(Amazon.com)(AMZN-US)、Google Cloud、英特爾(INTC-US)、FactSet、Aptus Capital Advisors、Meta Platforms(META-US)
ServiceNow plunges 27%, marking its biggest single-day drop ever; earnings reignite concerns about AI disruption.
ServiceNow's third-quarter EPS missed expectations, stoking market concerns that AI could disrupt the software industry and sending the stock to its largest-ever single-day drop of 26.95%.
Facts
- ServiceNow shares plunged 26.95% on Thursday (the 29th), marking the biggest single-day drop in the company's history.
- ServiceNow's third-quarter revenue rose more than 20% year over year to $4.11 billion.
- ServiceNow's adjusted third-quarter earnings per share (EPS) were $1, below the market estimate of $1.02.
- ServiceNow slightly raised its 2026 full-year subscription revenue outlook to $15.78 billion to $15.79 billion.
- The average value of new contracts for ServiceNow's AI business surged 65%.
Companies mentioned：ServiceNow、CNBC、花旗、LSEG
美光 falls 5%! Memory stocks face a high bar; even Samsung's strong earnings fail to satisfy the market.
三星電子 reported record earnings, but its share price fell, signaling high market expectations for memory stocks. 美光 shares also dropped 5% that day, as the company faced the test of launching a large-scale share buyback program.
Facts
- Samsung's net profit last quarter surged more than fivefold from a year earlier to 75.136 trillion won ($56.15 billion).
- 美光 shares fell 5% on Thursday, closing at $934.27 per share.
- Samsung shares fell after the earnings report because the shareholder return plan did not deliver a bigger-than-expected surprise.
- 美光 could begin large-scale share repurchases as soon as Dec. 9.
- 瑞銀 analysts estimate that 美光's annual share buybacks could reach as much as $200 billion.
- 花旗 analysts reiterated 美光's $1,300 price target and expressed optimism about its share buyback plan.
Companies mentioned：三星電子、美光、SK海力士、瑞銀、花旗
Taiwan | 環球生技月刊（9）
10/29 Biotech Stock Roundup - Global Bio & Investment Monthly
10/29 biotech stock roundup: 台康生技's breast cancer drug accepted for review by the EU; 高端疫苗 submits an application for review in Indonesia; 明基醫 issues 3.4 million new shares. 科妍 posted the biggest gain of the day, while 泰合 had the biggest decline. Institutional investors were net buyers of 康霈、藥華藥 and 保瑞, and net sellers of 漢達 and 泰合.
Facts
- 420 milligrams
- 3.4 million shares
- 35 yuan per share
- 9.91%
- 8.33%
- 3.96%
- 8.16%
- 7.65%
- 5.1%
- 2,284 lots
- 508 lots
- 360 lots
- 167 lots
- 102 lots
Companies mentioned：台康生技、高端疫苗、明基醫、凱圖國際、科妍、生展、訊映、泰合、光麗-KY、睿生光電、康霈、藥華藥、保瑞、漢達、沛爾生醫
常廣 (6730) posted consolidated profit of NT$52.13 million in the first 3 quarters of 115, with after-tax earnings per share of NT$1.44 - Global Bio & Investment Monthly
Original常廣(6730)公告115年前三季合併財務報告，累計淨利達52,131仟元，每股稅後盈餘為1.44元。
Facts
- Net profit (loss) for the period from Jan. 1 through the current period (thousand NT$): 52131
- Basic earnings (loss) per share (NT$): 1.44
- Operating revenue (thousand NT$): 374791
Companies mentioned：常廣
常廣 (6730) board sets Oct. 30 as the record date for conversion of employee stock warrants into common shares - Global Bio & Investment Monthly
常廣 (6730) announced that its board had approved the conversion of employee stock warrants into common shares, with the capital increase record date set for Oct. 30, 115.
Facts
- 115/10/29
- NT$10
- NT$30.96
- 20,668 shares
- NT$363,188,190
- 36,318,819 shares
Companies mentioned：常廣
睿生光電 (6861) posts consolidated profit of NT$280 million in the first 3 quarters of 115, with after-tax earnings per share of NT$6.72 - Global Bio & Investment Monthly
睿生光電 (6861) announced its consolidated financial report for the first 3 quarters of 115, with cumulative operating revenue of NT$2.422 billion, pretax profit of NT$345 million, net profit for the period of NT$280 million and basic earnings per share of NT$6.72.
Facts
- 2422275
- 279681
- 3330849
Companies mentioned：睿生光電
智擎 (4162) posts profit of NT$413 million in the first 3 quarters of 115, with after-tax earnings per share of NT$2.87 - 環球生技月刊
智擎 (4162) announced its financial report for the first 3 quarters of 115, with cumulative operating revenue of NT$765 million, pretax profit of NT$484 million, net profit for the period of NT$413 million and basic earnings per share of NT$2.87.
Facts
- Operating revenue (thousand NT$): 765,232
- Net profit (loss) for the period (thousand NT$): 412,749
Companies mentioned：智擎、環球生技月刊
視陽 (6782) appoints 潘錦昌 as head of R&D - 環球生技月刊
視陽 (6782) announced that 陳坤輝 will be replaced as head of R&D by 潘錦昌, effective 115/11/01.
Facts
- Date of occurrence: 115/10/29
- Effective date: 115/11/01
Companies mentioned：視陽、環球生技月刊
康霈 launches its second global pivotal Phase 3 trial for a localized fat-reduction drug; expects to enroll 320 participants - Global Bio & Investment Monthly
康霈生技 announced that its second global pivotal Phase 3 trial, SUPREME-02, for its localized fat-reduction drug CBL-514 has begun and is expected to enroll 320 participants in the United States and Canada. The Phase 2 trial CBL-0206, targeting the Asia-Pacific market, is also recruiting in Australia and Taiwan.
Facts
- About 320 participants to be enrolled
- 30 to 35 clinical trial sites
- Body weight over 50 kilograms
Companies mentioned：康霈生技、康霈
華上生醫 advances its OTC listing process! 櫃買中心 review scheduled for Nov. 2 - Global Bio & Investment Monthly
華上生醫 (7427) said it had been notified by 櫃買中心 that an OTC listing review committee meeting is expected to be held on Nov. 2 to consider its application. The company’s capital is about NT$540 million, and its recommending securities firms include 華南永昌, 富邦, 永豐金 and 德信證券.
Facts
- Nov. 2
- NT$540 million
- NT$1.205 million
- NT$97.473 million
- NT$2.26
- NT$5.626 million
- NT$58.979 million
- NT$1.29
Companies mentioned：華上生醫、櫃買中心、華南永昌、富邦、永豐金、德信證券
偉喬生醫 steps up expansion into Singapore and Vietnam markets for kidney disease testing kits - Global Bio & Investment Monthly
偉喬生醫 announced that its indoxyl sulfate test kit has received marketing authorization in Singapore and Vietnam, and that it is expanding into Southeast Asian markets through academic exchanges and product briefings. The product has received certifications in Taiwan, the EU (CE-IVD) and Australia (TGA), and the company plans to promote it in the Philippines next.
Facts
- Class three in vitro diagnostic (IVD) medical device license
- Attracted nearly 100 local researchers
- Prevalence rates are all above 10%
Companies mentioned：偉喬生醫、高雄醫學大學附設中和紀念醫院、越南河內經營科技大學
Japan | 厚生労働省（4）
Generalist Human Sciences Track (Assistant Director Level / Section Chief Level) (Experienced Professional Recruitment)
Original厚生労働省が令和8年度に総合職人間科学区分（課長補佐級・係長級）の経験者採用を実施することを発表。募集要項、選考プロセス、説明会情報などが記載されている。
Facts
- At least ９ years of total work experience
- At least ４ years of total work experience
- Original1日7時間45分
- Annual leave (20 days per year
- 15 days in the year of appointment
Companies mentioned：厚生労働省
Recruitment for the Planning and Development Section Chief, Office of the Senior Director for Medical Information Coordination
Original厚生労働省が、医療情報連携担当参事官室の企画開発係長として任期付職員を1名募集している。業務内容は医療情報の標準化・共有基盤等の環境整備に関する政策立案や技術分析など。応募資格には医療情報システム関連の実務経験4年以上と医療系または情報処理技術者資格が必要。採用期間は令和9年1月1日から令和10年12月31日。
Facts
- Planning and Development Section Chief: １ position
- Must have at least ４ years of professional experience
- Act on Special Exceptions to the Appointment and Salaries of Fixed-Term Employees in the Regular Service (Act No. １２５ of Heisei １２)
- Act on the Remuneration of Officials in the Regular Service (Act No. 95 of Showa 25)
- January 1, Reiwa ９
- December 31, Reiwa １０
- October 30, Reiwa 8
- November 16, Reiwa ８
Companies mentioned：厚生労働省、Adobe Reader
214th Labor Conditions Subcommittee of the Labor Policy Council (Materials)
The Ministry of Health, Labour and Welfare’s official page listing the materials and agenda for the 214th Labor Conditions Subcommittee of the Labor Policy Council, to be held on October 30, Reiwa 8.
Facts
- 214th meeting
- Reiwa 8
- Original10月
- 30 days
- 10:00～12:00
General Employment Placement Situation (September, Reiwa 8)
In September, Reiwa 8, the active job openings-to-applicants ratio was 1.19 and the new job openings-to-applicants ratio was 2.19; both rose from the previous month. By industry, openings increased in manufacturing and information and communications, while they decreased in lifestyle-related services and retail, among other sectors.
Facts
- The active job openings-to-applicants ratio was 1.19
- Up 0.01 percentage points from the previous month
- The new job openings-to-applicants ratio was 2.19
- Up 0.13 percentage points from the previous month
- The active job openings-to-applicants ratio for regular employees... was 1.01
- Active job openings (seasonally adjusted) rose 0.0% from the previous month
- Active job seekers (same measure) fell 1.4%
- New job openings (unadjusted) fell 0.4% compared with the same month of the previous year
- Manufacturing (up 8.2%)
- Information and communications (up 5.9%)
- Services (not elsewhere classified) (up 4.9%)
- Lifestyle-related services and entertainment (down 6.7%)
- Wholesale and retail trade (down 6.3%)
- Accommodation and food services (down 6.3%)
- The highest was 1.74 in Fukui and Yamanashi prefectures
- Osaka Prefecture was lowest at 0.96
- By location of receipt, the highest was 1.71 in Tokyo
- Lowest: 0.83 times in Kanagawa Prefecture
Taiwan | 國家災害防救科技中心（4）
Water Outage (Nantou County)
台灣自來水公司 issued a Minor-level alert for a water outage in some areas of Nantou City, Nantou County, due to emergency repairs to a burst pipe on Ziqiang 2nd Street. The alert is in effect from 2026-10-30 07:59 to 12:00.
Facts
- Effective time: 2026-10-30T07:59:18
- Expiration time: 2026-10-30T12:00:00
Companies mentioned：台灣自來水公司
Baoshan No. 2 Reservoir (discharge to Shijing River): Free Overflow (Hsinchu City, Hsinchu County)
水利署 issued a notice on free overflow from Baoshan No. 2 Reservoir into Shijing Creek, affecting Baoshan Township and Emei Township in Hsinchu County, and East District, North District and Xiangshan District in Hsinchu City. Residents along the river are urged to be careful and stay away from the riverbed.
Facts
- Effective time: 2026-10-30T07:08:40
- Expiration time: 2026-10-30T10:09:00
Companies mentioned：水利署
Huoshan Reservoir (discharge to Beigang River): Free Overflow (Yunlin County, Chiayi County)
水利署 issued an updated notice on free overflow from Hushan Reservoir into Beigang River, affecting multiple towns and cities in Yunlin County and Chiayi County. Residents along the river are urged to be careful and stay away from the riverbed.
Facts
- Effective time: 2026-10-30T06:18:40
- Expiration time: 2026-10-30T09:19:00
Companies mentioned：水利署
Strong Wind Advisory for Land Areas (Yellow Alert) (Pingtung County, Miaoli County, Taichung City, Taitung County)
Original中央氣象署發布陸上強風特報（黃色燈號），指出東北風增強，30日下午至晚上蘭嶼、綠島及苗栗縣、臺中市、屏東縣局部地區有平均風6級以上或陣風8級以上發生機率。
Facts
- Afternoon through evening on the 30th
- Average winds of scale 6 or above
- Gusts of scale 8 or above
Companies mentioned：中央氣象署
Japan | 日本銀行（3）
Payment Trends (September)
Original日本銀行決済機構局が2026年9月の決済動向統計を公表する旨の告知。
Facts
- October 30 (Fri), 11 a.m.
- September 2026
Companies mentioned：日本銀行、Bank of Japan
Live stream of the Governor’s press conference
Original10月30日（金）の総裁記者会見は、日本銀行動画チャンネル（YouTube）で15：30～にライブ配信される。
Facts
- October 30
- 15：30
Companies mentioned：日本銀行
Original日本銀行の役員に就いている退職公務員等の状況等の公表について
Original日本銀行は、特殊法人等整理合理化計画等の基準に基づき、10月1日現在の役員に就いている退職公務員等の状況等を公表した。
Facts
- Oct. 30, 2026
- Oct. 1
- PDF 110KB
Companies mentioned：日本銀行
Japan | 消費者庁（2）
いとめん本店 “Ise Udon: Sauce Without Coloring” - Refund / Recall
For いとめん本店’s “Ise Udon: Sauce Without Coloring,” it was found that the sauce’s best-before date is earlier than the date shown on the outer packaging. Refunds and recalls will be handled from October 28, 2026.
Facts
- 2026.11.4
- 2026.12.8
- Oct. 28, 2026
Companies mentioned：いとめん本店
Original野宮食品「きぬごし豆腐：瀬戸内育ち【きぬ】」（ニシナの店舗で販売） - 交換／返金
For 野宮食品’s “きぬごし豆腐：瀬戸内育ち【きぬ】,” an incorrect best-before date was printed (incorrect: 26.11.28; correct: 26.10.28). Exchanges or refunds will be handled at ニシナ stores.
Facts
- Incorrect: 26.11.28
- Correct: 26.10.28
- Oct. 27, 2026
Companies mentioned：野宮食品、ニシナ
Japan | 環境省（2）
Selection of organizations to conduct the Reiwa 8 urban-area bear countermeasure technology implementation demonstration project
Original環境省は、市街地等におけるクマ対策技術導入実証事業の参加団体56件の応募から10団体を選定した。
Facts
- There were 56 applications
- 10 organizations were selected to participate
Companies mentioned：環境省
Certification of “Nature Coexistence Sites” under the Regional Biodiversity Enhancement Act (2nd round of fiscal year Reiwa 8)
Original環境省は地域生物多様性増進法に基づき、令和8年度第2回として122か所の「自然共生サイト」を認定し、累計700か所となった。認定は独立行政法人環境再生保全機構（ERCA）が事務を行う。
Facts
- 122 sites certified as Nature Coexistence Sites
- The total reached 700 sites
- 116 “Enhancement Activity Implementation Plans”
- ６ “Collaborative Enhancement Activity Implementation Plans”
Companies mentioned：環境省、独立行政法人環境再生保全機構、ERCA
Taiwan | 公開資訊觀測站（2）
智慧光 (6717): Announces change in company management
智慧光 (6717) announced that Li Zijing, vice president of the Business and Products Division, has resigned for personal career planning reasons. The resignation takes effect on 115/10/31, and a successor will be appointed by the board.
Facts
- 115/10/30
- 115/10/31
Companies mentioned：智慧光
仁新*(6696): Announcement that the par value of the company's shares is changed from "NT$10" to "NT$1". Announcement period: Aug. 5, 115 to Nov. 4, 115.
仁新醫藥股份有限公司 announced that the par value of its shares is changed from NT$10 to NT$1, and detailed the share exchange schedule and related dates.
Facts
- NT$10
- NT$1
- NT$10.00
- NT$1.00
- 1/10
Companies mentioned：仁新*、仁新醫藥股份有限公司、經濟部、財團法人中華民國證券櫃檯買賣中心
Taiwan | 照護線上（1）
A new option beyond laser eye surgery for myopia! EVO ICL Collamer® intraocular lens (implantable contact lens): preserves corneal structure and can be removed; ophthalmologist explains in graphics and text
For people with high myopia, insufficient corneal thickness or concerns about dry eye, the EVO ICL Collamer® intraocular lens offers a new vision-correction option beyond laser eye surgery. Dr. He Yirong says this minimally invasive procedure implants a patented Collamer® lens between the iris and the crystalline lens, preserving corneal structure and lowering the risk of dry eye. The lens can also be removed, and its design promotes the circulation of aqueous humor.
Companies mentioned：Collamer
Taiwan | Heho健康（1）
Don't rush to take out the quilts when the seasons change! Doctor warns: Be aware of the risk of exposure to household “mycotoxins” - Heho Health
When the weather turns cooler, people often take out stored heavy clothing and quilts, but doctors warn that these items may still harbor mold or spores even if they look clean, and urge people to be aware of the risk of exposure to household mycotoxins.
Japan | 国土交通省（1）
Use of contingency funds for the fuel price mitigation program for taxi operators
Original国土交通省は、LPガス価格高騰によるタクシー事業者の負担軽減のため、令和8年度予備費23億円を使用して燃料価格激変緩和対策事業を実施すると閣議決定した。
Facts
- Reserve fund expenditure: ２３億円
- Reference price (114.3 yen/L ※２)