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Yamaha Corporation

Yamaha Corporation operates in the musical instruments, audio equipment, and other businesses in Japan and internationally, together with its subsidiaries. It reports through three segments: Musical Instruments, Audio Equipment, and Others. The Musical Instruments segment offers pianos, digital instruments, and wind, string, and percussion instruments, along with other music-related activities. The Audio Equipment segment provides audio products, professional audio equipment, and information and telecommunication equipment, while the Others segment covers electronic devices, automobile interior wood components, factory automation equipment, golf products, and resort businesses. Founded in 1887, the company is headquartered in Hamamatsu, Japan.

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ABEJA to Establish Singapore Subsidiary; Globing Plans Profit Increase and Higher Dividend

In individual announcements released on the 26th, ABEJA resolved to establish a wholly-owned subsidiary in Singapore. Globing plans a significant profit increase and higher dividend for the fiscal year ending May 2027 (IFRS). Susmed's exclusive sales contract with Shionogi for its insomnia disorder app has ended. Nexera received a milestone payment of approximately 1.591 billion yen related to its partner Neurocrine's Phase 2 trial for cognitive impairment in Alzheimer's disease. Kasumigaseki Capital sold a property held for sale (Miami development land) for its first U.S. project, and Yamaha announced the partial sale of its shares in Yamaha Motor. Matsui Securities set its interim dividend for the fiscal year ending March 2027 at 28 yen (compared to 25 yen in the same period last year), and Medical Net resolved the material weakness in internal control over financial reporting that had been disclosed.
277A.JP · Capital · Positive Globing plans significant profit increase and higher dividend for FY ending May 2027.
4263.JP · Competition · Negative Exclusive sales contract with Shionogi for insomnia app has ended.
8628.JP · Capital · Positive Matsui Securities set interim dividend at 28 yen, up from 25 yen.
4565.JP · Capital · Positive Received milestone payment from partner Neurocrine for Phase 2 trial
3645.JP · Regulation · Positive Resolved material weakness in internal control over financial reporting
7272.JP · Capital · Negative Yamaha announced partial sale of its shares in Yamaha Motor, which may dilute ownership.
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Yamaha to Sell Part of Its Stake in Yamaha Motor, Halving Ownership to 1.46%

Yamaha, the musical instruments and audio equipment maker, announced on the 26th that it will sell part of its shares in Yamaha Motor. After the sale, its stake will be 1.46% of total shares outstanding, nearly halving from the previous 2.84%. In line with its policy on strategic shareholdings, the company said it decided to sell "from the perspective of asset efficiency." The cooperative relationship under the common "Yamaha" brand will be maintained. The sale will be conducted via a block trade through a securities company, and the impact on consolidated earnings is expected to be minor.
7951.JP · Capital · Positive Yamaha Corp sells part of its stake in Yamaha Motor to improve asset efficiency, with minor earnings impact.
7272.JP · Capital · Negative Yamaha Corp sells stake, reducing ownership to 1.46%, but cooperative relationship maintained; impact on Yamaha Motor's operations minimal.
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Ituran Location and Control reports record Q2 revenue and profit, driven by subscription growth

Ituran Location and Control reported record second-quarter results, with revenue rising 21% year over year to $104.8 million and subscription revenue increasing 25% to $79.8 million. EBITDA grew 24% to $28.5 million, while net income climbed 29% to $17.3 million, or $0.88 per diluted share. The company added 41,000 net subscribers, reaching 2.711 million, and generated a record $32.2 million in operating cash flow. Ituran ended June with $103.7 million in net cash and no debt, declared a $0.50-per-share dividend, and repurchased $3 million of stock. Management noted that OEM programs with Stellantis, Yamaha, and BMW are supporting expansion, while newer initiatives such as IturanMOB and Credit Carbon remain early-stage, with the U.S. rental-market rollout not expected to contribute materially in 2026 or 2027.
7951.JP · Demand · Positive OEM programs with Yamaha support subscription growth
BMW.XETRA · Demand · Positive OEM programs with BMW support subscription growth
STLA · Demand · Positive OEM programs with Stellantis support subscription growth
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Fender sends notice to Yamaha over Stratocaster design protection

Fender has sent a notice to Yamaha regarding copyright protection for the body shape of its iconic electric guitar, the Stratocaster. Following a German court's recognition of protection within the EU, Fender has since March been expanding notices to manufacturers and retailers demanding they cease production and sales of targeted models. This is the first time a notice to Yamaha, the world's largest musical instrument maker, has come to light. Yamaha has not disclosed which models were named, but says it is reviewing the notice and considering its response. In a statement, Fender said protecting its iconic designs is part of its duty to safeguard its brand and heritage, and expressed its commitment to continuing constructive dialogue with industry partners.
Fender Musical Instruments Corporation · Regulation · Positive Fender is actively enforcing its Stratocaster design protection, sending notices to manufacturers like Yamaha to stop alleged infringement.
7272.JP · Regulation · Negative Yamaha received a notice from Fender over Stratocaster design protection, potentially forcing it to cease production/sales of targeted guitar models.
7951.JP · Regulation · Negative Yamaha Corporation received a notice from Fender over Stratocaster design protection, potentially forcing it to cease production/sales of targeted guitar models.
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