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KDDI, for the fiscal year ending March 2025, operating profit increased by 16.3% to 1 trillion 118.6 billion yen, and for the fiscal year ending March 2026, Financial Estimates indicate an increase of 5.3% to 1 trillion 178 billion yen.
KDDI <9433> announced that for the fiscal year ending March 2025, revenue increased by 2.8% year-on-year to 5 trillion 917.9 billion 53 million yen, and operating profit rose by 16.3% to 1 trillion 118.6 billion 74 million yen. For the fiscal year ending March 2026, revenue is projected to increase by 7% year-on-year to 6 trillion 330 billion yen, with operating profit planned to grow by 5.3% to 1 trillion 178 billion yen. The mobile business, driven by high value-added services, continues to perform well, along with contributions from Lawson and the financial services sector. A share buyback of up to 400 billion yen will be conducted.
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Bridgewater's Q1 Hold Positions reflect a "risk aversion principle": heavily buying Alibaba while cutting positions in the S&P and entering the Gold ETF.
In the first quarter of this year, Bridgewater cut its largest Hold Positions, the SPDR S&P 500 ETF, by nearly 60%; Alibaba received full support from Bridgewater to increase its positions, becoming the largest heavily weighted stock; Baidu, PDD Holdings, JD.com, and other representatives of Assets in China were also bought or established positions by Bridgewater.
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