When will the JMU stake change take effect?

The transfer that makes JMU a consolidated subsidiary of Imabari Shipbuilding is scheduled for January 5, following competition law approvals. At that point, Imabari’s stake rises to 60%, while IHI’s holding falls to 20%. Market focus will then shift to the accounting and guidance timing for the one-off gain.

How could the one-off gain affect IHI stock?

The gain, expected in January to March 2026, should lift quarterly profit, but it is not recurring. If IHI uses proceeds to cut debt or fund higher-return projects, the quality of earnings can improve. Clear guidance could reduce uncertainty and support IHI stock valuation multiples.

Does JFE Holdings benefit from this transaction too?

Local reports indicate JFE Holdings is part of the seller group and also plans to record gains from its JMU stake sale. The exact amounts were not disclosed in the provided materials. Investors will watch how JFE deploys proceeds and whether any follow-on moves affect supply chains and sector demand.

What are the next key dates for IHI investors?

Two dates stand out. January 5 for the JMU transaction completion, and February 5, 2026 for IHI’s next earnings release. Management commentary on the gain size, timing, and capital allocation will be central, alongside updates on aero engines, energy projects, and infrastructure order trends.

Global Market Insights

7013.T Stock Today: December 29 — JMU Stake Sale Gain in Jan–Mar 2026

ByHuzaifa Zahoor December 29, 2025December 29, 2025

IHI stock is in focus on December 29 as investors price the Japan Marine United changes. Imabari Shipbuilding will lift its JMU stake to 60% on January 5, cutting IHI to 20%. IHI expects a one-off gain from a 15% transfer in the January to March 2026 quarter. As of today, 7013.T trades near ¥2,808, within a 52-week range of ¥1,139.57 to ¥3,268.00. With a P/E of 22.92 and a dividend yield near 0.71%, we outline the likely impact on earnings, valuation, and trading.