3034.TQol Holdings Co., Ltd.
The schedule
- Fri18Dec
The Japanese government finalizes the off-year National Health Insurance (NHI) drug price and dispensing fee revisions, outlining the regulatory pricing environment for the coming year.
- Fri12Feb
Q3 FY2027 earnings report. Investors will gauge the full-year trajectory and evaluate initial management commentary on navigating the finalized April NHI fee revisions.
- Thu1Apr
Official implementation of the April NHI drug price and dispensing fee cuts. Market focus shifts to Qol's store volume growth and high-margin service mix to offset the baseline drag.
- Fri14May
Full-year results and crucial FY2028 initial guidance. The street will scrutinize how management plans to protect profitability post-NHI revision through strategic M&A and BPO segment expansion.
- Sat7Aug
Q2 FY2027 results, following a strong Q1 where operating profit surged 72% YoY. Focus will be on continued margin expansion in the Pharmacy and Pharmaceutical Manufacturing segments amid elevated imported material costs.
Past
- Wed5Aug
Actual outcome: Bull
The stock surged following a positive earnings report that exceeded expectations, accompanied by upbeat forward guidance. The company reported higher-than-anticipated revenue and profit margins, signaling strong demand and operational efficiency. This move reflects investor confidence in the company's ability to sustain growth. [Market retrospective · Short-Term (6–10 days)] Missed anticipation: +22.5% from 2026-08-06 to 2026-09-07 (~3.5σ vs typical 10d vol). Target evaluation date 2026-09-15 (not yet reached as of 2026-09-07). Confidence 95%. [Market retrospective · Short-Term (6–10 days)] Updated observation 2026-09-08: +22.5% from 2026-08-06 (~3.5σ). Target evaluation date 2026-09-15 (not yet reached as of 2026-09-08). [Market retrospective · Short-Term (6–10 days)] Updated observation 2026-09-08: +22.5% from 2026-08-06 (~3.5σ). Target evaluation date 2026-09-15 (not yet reached as of 2026-09-08). [Market retrospective · Short-Term (6–10 days)] Updated observation 2026-09-09: +22.5% from 2026-08-06 (~3.5σ). Target evaluation date 2026-09-15 (not yet reached as of 2026-09-09). [Market retrospective · Short-Term (6–10 days)] Updated observation 2026-09-10: +22.5% from 2026-08-06 (~3.5σ). Target evaluation date 2026-09-15 (not yet reached as of 2026-09-10). [Market retrospective · Short-Term (6–10 days)] Updated observation 2026-09-14: +22.5% from 2026-08-06 (~3.5σ). Target evaluation date 2026-09-15 (not yet reached as of 2026-09-14).
The stock surged following a positive earnings report that exceeded expectations, accompanied by upbeat forward guidance. The company reported higher-than-anticipated revenue and profit margins, signaling strong demand and operational efficiency. This move reflects investor confidence in the company's ability to sustain growth. [Market retrospective · Short-Term (6–10 days)] Missed anticipation: +22.5% from 2026-08-06 to 2026-09-07 (~3.5σ vs typical 10d vol). Target evaluation date 2026-09-15 (not yet reached as of 2026-09-07). Confidence 95%. [Market retrospective · Short-Term (6–10 days)] Updated observation 2026-09-08: +22.5% from 2026-08-06 (~3.5σ). Target evaluation date 2026-09-15 (not yet reached as of 2026-09-08). [Market retrospective · Short-Term (6–10 days)] Updated observation 2026-09-08: +22.5% from 2026-08-06 (~3.5σ). Target evaluation date 2026-09-15 (not yet reached as of 2026-09-08). [Market retrospective · Short-Term (6–10 days)] Updated observation 2026-09-09: +22.5% from 2026-08-06 (~3.5σ). Target evaluation date 2026-09-15 (not yet reached as of 2026-09-09). [Market retrospective · Short-Term (6–10 days)] Updated observation 2026-09-10: +22.5% from 2026-08-06 (~3.5σ). Target evaluation date 2026-09-15 (not yet reached as of 2026-09-10). [Market retrospective · Short-Term (6–10 days)] Updated observation 2026-09-14: +22.5% from 2026-08-06 (~3.5σ). Target evaluation date 2026-09-15 (not yet reached as of 2026-09-14).