
AI-generated summary
The Ministry of Economy, Trade and Industry certifies companies that promote DX based on the DX certification system. The DX certified business operator system will start in 2022, and the selection of notable DX companies will take place thereafter.
-- Selected as a DX stock for the first time.
DX stocks did not suddenly become available. In 2022, we were certified as a ``DX Certified Business Operator'' based on the DX Certification System established by the Ministry of Economy, Trade and Industry, and subsequently selected as a ``DX Noteworthy Company'' in 2025. We recognize that the efforts we have made little by little have been recognized this time.
I think what was particularly appreciated was the integration of management strategy and DX strategy. What initially worked separately was organized into a single direction within the medium-term management plan. In addition, we have communicated not only our initiatives but also the effects they have had on management through integrated reports and other means.
Another is that we have invested not only in improving internal efficiency, but also in initiatives that lead to solving social issues, such as self-driving projects and improving the efficiency of container terminals. Furthermore, we believe that the continued involvement of the president and management team and the establishment of an effective system, such as the AI Promotion Office, contributed to the high evaluation.
──The budget invested in DX over five years was approximately 20 billion yen. How did you decide on investment allocation?
When talking about DX, people focus on investing in new things, but modernization of old systems is also very important. We also devote a significant portion of our investment to modernizing our legacy systems.
However, DX is not just about replacing an old system with a new one. The set includes how to change the business itself. For example, we are simultaneously implementing reforms such as digitizing paper applications and replacing the visual inspection of containers with cameras.
On the other hand, we have not carried out the plans we made five years ago exactly.
In particular, cybersecurity has become more important than we originally expected, and AI has become rapidly popular over the past few years. In response to these changes, we are also flexibly reviewing our investment allocation.
From fiscal 2026, we will independently classify DX investments into five categories: "challenge type," "growth contribution type," "necessary improvement type," "operation type," and "risk type," and allocate resources in an optimal balance. Rather than saying that things didn't go as planned, it's more like saying that things have changed to suit the times.
AI outlook — possibilities, not facts
From FY2026 onwards, the proportion of growth-contributing investments will increase due to flexible reviews of DX investments.
Likely · Within months
Suntory announced that it will change the manufacturing method for its Kinmugi series from "new genre" to "beer" in line with the liquor tax reform on October 1st, and will strengthen sales in the Kansai region. Sales volume has declined since its peak in 2019, and the company aims to increase sales by 18% to 35 million cases over the next five years. In Kansai, the company will promote its delicious taste through tasting events and beer gardens.

In September 2019, SoftBank Group borrowed 400 billion yen in unsecured corporate bonds from individual investors at an annual rate of 1.380%, and after repayment on September 17th, it will borrow 1 trillion yen in new debt. The corporate bond for individuals announced on August 24th has a term of 7 years, a tentative interest rate of 4.30% to 4.90% per year, and a tote bag will be given for each purchase of 1 million yen. The reasons for borrowing from individuals at high interest rates despite the 83 trillion yen value of the company's stock holdings are cited as collateralized loans for Arm and Softbank shares, adjustments through T-Mobile's color contract, and a future investment of $64.6 billion in OpenAI.

While interest rates on long-term government bonds are rising worldwide, the yield on 10-year government bonds in the UK remains at 5.2%, the highest level since August 2007. France and Germany also reached high levels, reflecting concerns about a resurgence of inflation due to rising interest rates in Japan and the US, high energy prices due to the worsening situation in the Middle East, and a sense of caution about fiscal expansion. Mizuho Bank points out that the high proportion of British bonds owned by foreign investors makes them more likely to be linked to global interest rate trends. In addition, the ECB remains cautious, saying that the concentration of investment in AI and the increase in corporate bond issuance by US IT giants could loosen the supply and demand for government bonds, and that it is necessary to carefully monitor the impact.

Lotte Holdings and Nomura Real Estate Development have announced plans to build a live music venue "BEAT PARK OSAKA" with a capacity of approximately 1,600 people approximately 3 minutes' walk from Shin-Osaka Station in anticipation of the extension of the Linear Chuo Shinkansen and Hokuriku Shinkansen lines to Osaka. Aiming to open in March 2020, it is expected to attract more than 300,000 visitors annually. Daisaku Matsuo, president of Nomura Real Estate Development, said that by creating a place where a diverse range of people can gather and experience excitement, he hopes to create a new flow of people and liveliness, and contribute to the development of the town.

7-Eleven will collaborate with ANDST HD to begin trial apparel sales from a few hundred stores, with plans to expand to approximately 22,000 stores nationwide. Family Mart will be rolling out ``convenience wear'' starting in 2021, and aims to exceed 20 billion yen in sales in 2025 and 30 billion yen in 2026. Seven's existing store sales remained flat at 99.6% to 100.6% compared to the same month last year from April to July 2026, and the number of customers is on the decline. FamilyMart has followed a similar trend, with sales increasing for the past 57 consecutive months. Seven is looking for hit products to stop customer loss through apparel.
Adobe announced that Anil Chakravarthy will be appointed as its new CEO on December 1st. Current CEO Shantanu Narayan will step down as executive chairman. Additionally, President David Wadhwani announced his intention to leave the company.