Kosei Securities (8617.T, JPX) Q3 Parent Net ¥127.00M Jan 22 2026: Balance sheet in focus
We start with the headline: The Kosei Securities Co., Ltd. (8617.T) reported a parent net of ¥127.00M for the nine months to December, sparking a positive re-rate in Tokyo. The 8617.T stock closed at ¥534.00, up ¥22.00 (4.30%) on heavy volume of 185,800.00 shares on the JPX. Today’s earnings update shifts focus to the firm’s cash-rich balance sheet and near-term earnings momentum as investors digest prospects for dividends and underwriting fees.
8617.T stock: Earnings snapshot and market reaction
Kosei Securities announced a nine-month parent net of ¥127.00M versus a loss a year earlier, a swing that pushed 8617.T stock higher on Jan 22 2026. The company said nine-month revenue was ¥762.00M versus ¥466.00M a year earlier, and operating profit improved to a small loss near ¥30.00M. Market response sent the price to a session high of ¥539.00 and a close at ¥534.00, with volume at 185,800.00. For the report, see coverage at MarketWatch.
8617.T stock: Financials, valuation and payout
Kosei’s balance sheet is a key strength: cash per share ¥1,044.37 and book value per share ¥1,678.99, giving a price-to-book of 0.30. Earnings per share remain negative at EPS ¥-18.14 and the trailing PE is ¥-27.78, reflecting last year’s losses. The company still pays a dividend per share of ¥5.00, yielding near 0.99% at the current price. These metrics show a low market valuation versus tangible equity but weakness in profitability and ROE (negative).
8617.T stock: Trading, liquidity and technicals
On JPX the 8617.T stock closed ¥534.00, above its 50-day average ¥468.56 and 200-day average ¥451.35. Average volume is 16,755.00 shares; today’s 185,800.00 reads as abnormal liquidity and higher institutional interest. Technicals show RSI 59.43, CCI 176.56 (overbought), and a positive MACD histogram. Short-term momentum favors bulls, but ADX at 16.76 signals no strong trend yet. Traders should watch support near ¥490.00 and resistance near ¥539.00.
Meyka AI rates 8617.T with a score out of 100 and analyst consensus
Meyka AI rates 8617.T with a score out of 100: 65.86 | Grade B | Suggestion: HOLD. This grade factors in S&P 500 benchmark comparison, sector performance, financial growth, key metrics, and analyst consensus. The company rating from external models dated 2026-01-21 is B (Neutral) with mixed sub-scores: DCF suggests buy, PB is strong buy, but ROE and PE signal weakness. We view the rating as a balanced reflection of a strong balance sheet against negative profitability.
8617.T stock: Risks, sector context and catalysts
Key risks are persistent negative EPS, long receivable days (DSO 359.37), and sensitivity to underwriting cycles in Japan’s Financial Services sector. The broader Financial Services sector has YTD performance 6.49% and average PE 16.35, underscoring that Kosei trades at a steep PB discount versus peers. Catalysts include improved brokerage fees, recovery in underwriting activity, and any management guidance on dividends or buybacks.
8617.T stock: Forecasts and short-term outlook
Meyka AI’s forecast model projects a monthly price of ¥527.06, a quarterly target of ¥431.06, and a one-year target of ¥340.24. Compared with the current price ¥534.00, the model implies a near-term downside of -1.30% to the monthly target and -36.29% to the one-year projection. Forecasts are model-based projections and not guarantees. Investors should weigh the firm’s tangible equity cushion against weak earnings momentum.
Final Thoughts
The earnings spotlight for the Kosei Securities Co., Ltd. (8617.T, JPX) on Jan 22 2026 shows an improving top-line and a parent net profit of ¥127.00M, which supported today’s rise to ¥534.00. The balance sheet is the company’s standout asset: cash per share ¥1,044.37 and book value per share ¥1,678.99 create a low price-to-book of 0.30, attractive to value investors. However, profitability remains negative with EPS ¥-18.14 and a trailing PE of -27.78. Meyka AI’s forecast model projects a monthly target of ¥527.06, implying -1.30% from today’s close, and a one-year target of ¥340.24 (implied -36.29%). Our view: the stock is worth monitoring for dividend stability and underwriting recovery, but earnings traction must arrive to push valuation higher. Forecasts are model-based projections and not guarantees, and we remind readers that Meyka AI is an AI-powered market analysis platform providing data-driven context, not personal investment advice.
FAQs
What drove the move in 8617.T stock today?
The jump followed a nine-month parent net of ¥127.00M and revenue improvement. Higher volume (185,800.00 shares) and a stronger balance sheet view pushed the price to ¥534.00 on JPX.
How does valuation look for 8617.T stock?
Valuation shows a price-to-book of 0.30 and cash per share ¥1,044.37, but EPS remains negative at ¥-18.14. The low PB suggests value, offset by weak profitability.
What is Meyka AI’s view on 8617.T stock?
Meyka AI rates 8617.T with a score out of 100: 65.86 (Grade B, HOLD). The grade balances a strong balance sheet against negative ROE and earnings weakness.
What are the short-term forecast levels for 8617.T stock?
Meyka AI’s model projects monthly ¥527.06 and one-year ¥340.24. Compared to today’s ¥534.00, the monthly implies -1.30% and the year implies -36.29%; forecasts are not guarantees.
Disclaimer:
Stock markets involve risks. This content is for informational purposes only. Past performance does not guarantee future results. Meyka AI PTY LTD provides market analysis and data insights, not financial advice. Always conduct your own research and consider consulting a licensed financial advisor.
