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Disclosure Document Types

YuHo, Tanshin, Integrated Report — where to find what

12 min

Beginner
Learning Objectives

Differences and roles of the 9 main Japanese corporate disclosure documents

Division of labor between EDINET and TDnet

Critical differences between YuHo (annual securities report) and Tanshin (earnings release): timing, audit, legal basis

Reading order by purpose (investment / credit / M&A)

Efficient procedures to find documents on EDINET

EDINET
TDnet
YuHo
Tanshin
Timely disclosure

EDINET

EDINET

Electronic Disclosure for Investors' NETwork. The FSA-operated electronic disclosure system for FIEA filings.

TDnet

Timely Disclosure network. Tokyo Stock Exchange's system for distributing timely disclosures such as earnings releases.

YuHo

Yukashoken Hokokusho (annual securities report). The audited statutory annual report filed under FIEA.

Tanshin

Kessan Tanshin (earnings release). Preliminary results publication under TSE timely disclosure rules. Unaudited.

Timely disclosure

System under exchange rules for immediate disclosure of stock-price-sensitive material events, for investor protection.

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1. Why distinguish disclosure types

1. Why distinguish disclosure types

Japanese listed companies disclose a wide variety of documents under statute, exchange rules, and voluntary practice. Content, timing, and audit status differ — and so do the use cases.

  • Two parallel systems: FIEA (EDINET) and exchange rules (TDnet)
  • Tanshin is preliminary; YuHo is final and audited
  • Integrated reports are voluntary but central to investor dialogue
  • M&A and control-shift events follow separate channels (large-shareholding and TOB filings)
  • Without a priority order you drown in too much information
Knowing 'which document contains what' is the first step to efficient corporate analysis.
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2. Three disclosure categories

2. Three disclosure categories

Disclosure documents split into three streams by filing destination and legal basis.

EDINET disclosure (FIEA)

Statutory disclosure under the Financial Instruments and Exchange Act. YuHo, semi-annual report, large-shareholding reports, TOB filings. Centrally managed on EDINET (quarterly reports were abolished and consolidated into the semi-annual report in April 2024).

TDnet disclosure (exchange rules)

Based on TSE timely disclosure rules. Tanshin, earnings revisions, corporate action announcements. Emphasizes immediacy.

Voluntary disclosure

Integrated reports, sustainability reports, CSR reports, data books. Published on each company's IR site.

Remember: EDINET = statutory & final / TDnet = preliminary & exchange-driven / voluntary = management narrative.
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3. Comparison of 9 main documents

3. Comparison of 9 main documents

Documents frequently referenced for investment and analysis.

Annual securities report (YuHo)
Frequency

Once a year

Source

EDINET

Purpose

Statutory annual report with audited financials and full business overview

Semi-Annual Report
Frequency

Once a year (H1)

Source

EDINET

Purpose

Statutory semi-annual report (consolidated + non-consolidated). Subject to interim review. Replaces the abolished quarterly report (FIEA amendment, April 2024)

Earnings release (Tanshin)
Frequency

4 times a year

Source

TDnet

Purpose

Preliminary earnings. Primary base for results briefings

Extraordinary report
Frequency

Ad hoc

Source

EDINET

Purpose

Additional disclosure on material events (large losses, CEO change, M&A)

Integrated report
Frequency

Once a year

Source

IR site

Purpose

Voluntary. Value-creation story, ESG, strategic narrative

Corporate Governance Report
Frequency

Annual + ad hoc

Source

TDnet

Purpose

Governance structure, independent directors, cross-shareholdings

Large shareholding report
Frequency

On 5%+ acquisition etc.

Source

EDINET

Purpose

5%+ shareholder movements. Tracks activists and acquirers

Tender offer (TOB) filing
Frequency

On TOB launch

Source

EDINET

Purpose

Terms of M&A, MBO, parent-child listing dissolution

Timely disclosure (IR news)
Frequency

Ad hoc

Source

TDnet

Purpose

Immediate disclosure of earnings revisions, products, dividend changes

DocumentIssuerFrequencySourcePurpose
Annual securities report (YuHo)IssuerOnce a yearEDINETStatutory annual report with audited financials and full business overview
Semi-Annual ReportIssuerOnce a year (H1)EDINETStatutory semi-annual report (consolidated + non-consolidated). Subject to interim review. Replaces the abolished quarterly report (FIEA amendment, April 2024)
Earnings release (Tanshin)Issuer4 times a yearTDnetPreliminary earnings. Primary base for results briefings
Extraordinary reportIssuerAd hocEDINETAdditional disclosure on material events (large losses, CEO change, M&A)
Integrated reportIssuerOnce a yearIR siteVoluntary. Value-creation story, ESG, strategic narrative
Corporate Governance ReportIssuerAnnual + ad hocTDnetGovernance structure, independent directors, cross-shareholdings
Large shareholding reportHolderOn 5%+ acquisition etc.EDINET5%+ shareholder movements. Tracks activists and acquirers
Tender offer (TOB) filingBidderOn TOB launchEDINETTerms of M&A, MBO, parent-child listing dissolution
Timely disclosure (IR news)IssuerAd hocTDnetImmediate disclosure of earnings revisions, products, dividend changes
Strength of audit and legal binding: YuHo > Semi-Annual Report > Tanshin > Integrated report. With quarterly reports abolished in April 2024, the Q1/Q3 Tanshin (TSE listing-rule disclosure, published on TDnet) is now the de-facto primary interim information source.
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4. YuHo vs Tanshin

4. YuHo vs Tanshin

Similar but fundamentally different. Misusing them leads to wrong calls.

Timing
Yuho (Annual Securities Report)

Within 3 months of fiscal year-end

Tanshin (Financial Summary)

Within 45 days of fiscal year-end (often 30–40)

Legal basis
Yuho (Annual Securities Report)

Financial Instruments and Exchange Act

Tanshin (Financial Summary)

TSE timely disclosure rules

Audit/Review
Yuho (Annual Securities Report)

Audited by independent auditor (FIEA audit)

Tanshin (Financial Summary)

None (preliminary)

Information depth
Yuho (Annual Securities Report)

Detailed (business situation, risks, governance, YuHo-specific disclosures)

Tanshin (Financial Summary)

Summary + financial statements only

Sustainability disclosure
Yuho (Annual Securities Report)

Yes (mandatory since 2023)

Tanshin (Financial Summary)

No

Filing location
Yuho (Annual Securities Report)

EDINET

Tanshin (Financial Summary)

TDnet

Yuho (Annual Securities Report)Tanshin (Financial Summary)
TimingWithin 3 months of fiscal year-endWithin 45 days of fiscal year-end (often 30–40)
Legal basisFinancial Instruments and Exchange ActTSE timely disclosure rules
Audit/ReviewAudited by independent auditor (FIEA audit)None (preliminary)
Information depthDetailed (business situation, risks, governance, YuHo-specific disclosures)Summary + financial statements only
Sustainability disclosureYes (mandatory since 2023)No
Filing locationEDINETTDnet
Workflow: 'use Tanshin for speed, confirm with YuHo for depth'. Tanshin numbers can later be revised.
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5. Annual disclosure timeline (March-fiscal-year example)

5. Annual disclosure timeline (March-fiscal-year example)

For a typical March year-end company, the annual disclosure flow looks like this.

April
Full-year results

Tanshin (late Apr–mid May) → results briefing → next-year guidance

June
YuHo filing

Within 3 months of year-end (by end of June). Final report for the full year

June
AGM

Convocation notice and reference materials, business report. Overlaps with YuHo but serves different purposes

August
Q1 Tanshin

Published on TDnet early August. The statutory quarterly report was abolished by the FIEA amendment in April 2024

Oct–Nov
Q2 Tanshin & Semi-Annual Report

Q2 Tanshin within 45 days of period end; Semi-Annual Report filed to EDINET within 3 months. Interim dividend usually decided at the same time

November
Integrated report

Often autumn–year-end. Mid- to long-term strategy based on prior-year actuals

February
Q3 Tanshin

Q3 Tanshin only — the quarterly report no longer exists

FIEA reform: quarterly disclosure changes (effective Apr 2024)

The April 2024 FIEA revision abolished Q1/Q3 quarterly reports; earnings releases (kessan-tanshin) now stand alone. Q2 survives as the statutory semi-annual report.

Q1
Before (–Mar 2024)

Quarterly report (statutory) + earnings release

After (Apr 2024–)

Earnings release only

Q2
Before (–Mar 2024)

Quarterly report (statutory) + earnings release

After (Apr 2024–)

Semi-annual report (statutory) + earnings release

Q3
Before (–Mar 2024)

Quarterly report (statutory) + earnings release

After (Apr 2024–)

Earnings release only

Full year
Before (–Mar 2024)

Annual securities report (statutory) + earnings release

After (Apr 2024–)

Annual securities report (statutory) + earnings release (unchanged)

PeriodBefore (–Mar 2024)After (Apr 2024–)
Q1Quarterly report (statutory) + earnings releaseEarnings release only
Q2Quarterly report (statutory) + earnings releaseSemi-annual report (statutory) + earnings release
Q3Quarterly report (statutory) + earnings releaseEarnings release only
Full yearAnnual securities report (statutory) + earnings releaseAnnual securities report (statutory) + earnings release (unchanged)
The whole timeline shifts with fiscal year. If overseas subsidiaries have a December year-end, also check the consolidation schedule.
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6. Finding documents on EDINET

6. Finding documents on EDINET

Efficient procedure to retrieve filings from EDINET.

1
Search by company name or EDINET code

EDINET code (E + 5 digits) is most reliable. Avoid confusion with the 4-digit securities code

2
Filter by document type

'Annual securities report', 'semi-annual report', 'large shareholding', etc. Narrow by date (pre-2024-04 'quarterly reports' remain searchable as historical archive)

3
Download PDF or structured data

PDF for reading, structured data for analysis. This site parses it automatically and displays it in a readable view.

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Check for amendments

If 'Amended ○○ report' exists, use the latest version

EDINET search has quirks. Going straight to a company page on this site is more efficient.
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7. Reading order by purpose

7. Reading order by purpose

Changing the reading order by use case is the key to efficiency.

Investment decisions (valuation)

(1) Tanshin (fast numbers) → (2) YuHo 'Business Situation' & 'MD&A' → (3) Integrated report (strategy) → (4) CG report (cross-shareholdings, governance)

Credit analysis

(1) YuHo full 'Accounting Information' → (2) Detailed CF statement → (3) YuHo 'Risk Factors' → (4) Rating/bond materials

M&A / structure review

(1) YuHo 'History' & 'Related companies' → (2) Large-shareholding reports → (3) Prior TOB filings → (4) Extraordinary reports

ESG / sustainability

(1) YuHo 'Sustainability' chapter → (2) Integrated report → (3) CG report (diversity, board composition) → (4) TCFD/SSBJ disclosures

Industry comparison

(1) Each company's Tanshin summary → (2) YuHo 'Key indicators' table → (3) Segment descriptions in integrated reports

Don't read everything — prioritize by purpose. The Financial Indicators tab on this site supports cross-company comparison at a glance.
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8. Common pitfalls

8. Common pitfalls

Frequent mistakes in using disclosure documents.

  • Making decisions on Tanshin numbers — they can be revised by the YuHo. For important calls wait for YuHo
  • Missing amendments — always verify the latest amended version when consulting older filings
  • Confusing EDINET code with securities code — EDINET has its own coding system
  • Overlooking parent-subsidiary listing relationships — distinguish consolidation from equity method
  • Integrated reports are unaudited — beware of cherry-picked narratives
  • Foreign subsidiary local filings (SEC etc.) flow through separate channels
Be aware of the trust hierarchy: official statutory (YuHo) > preliminary (Tanshin) > voluntary (integrated report).