In today’s briefing:
- [Quiddity Index] MV Global Defense Sep26 Rebal Results: 1 ADD and 2 DELs; US$348mm One-Way Capping
- Frontier Management Inc.: 7038 FY2026/12 Q2 Follow-Up
[Quiddity Index] MV Global Defense Sep26 Rebal Results: 1 ADD and 2 DELs; US$348mm One-Way Capping
- The MV Global Defense Industry Index represents the performance of companies in national defense industries.
- There will be one ADD and two DELs for the MV Global Defense Index in September 2026. There will be small changes to the index otherwise.
- The capping of PLTR US and RTX US is expected to drive the majority of the flows.
Frontier Management Inc.: 7038 FY2026/12 Q2 Follow-Up
- In H1 FY2026/12, Frontier Management (hereafter, the Company) reported net sales of JPY 6,944 mn (+20.3% YoY) and operating profit of JPY 83 mn (vs. a loss of JPY 21 mn a year earlier), achieving higher sales and a return to operating profitability.
- For FY2026/12, the Company has maintained its full-year forecast calling for net sales of JPY 15,000 mn (+11.4% YoY) and operating profit of JPY 610 mn (vs. a loss of JPY 335 mn in the previous fiscal year).
- By H1, the benefits of the structural reforms had become clearer, with the Company profitable at every profit level excluding FCI.
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