kabutan

SAMCO shares surge to 9,000 yen level on renewed buying in AI data center-related stocks

Wed Apr 1, 2026 11:28 am JST Catalyst

SAMCO INC. <6387> surged sharply, jumping as much as 11% at one point and briefly recovering the key 9,000 yen level. The stock hit an all-time high of 9,150 yen during intraday trading on March 26, but formed a long upper shadow that day and subsequently faced downward pressure amid deteriorating overall market conditions. Today, the stock is riding a wave of aggressive buying in AI data center and semiconductor-related stocks in the Tokyo market, spurred by gains in U.S. semiconductor shares the previous day, bringing a renewed attempt at a record high back into view.

In the electronic device manufacturing equipment sector, the company is fully leveraging its optoelectronics technology, particularly in next-generation power semiconductors, attracting what appear to be institutional buying waves driven by expectations for medium-term earnings growth. According to an amended disclosure filed by Nomura Securities on the 31st, the shareholding ratio held jointly by Nomura Securities and related parties increased to 10.02% from the previously reported 8.34%. The stated purpose of the holding is for securities business operations and trust asset management, confirming that ongoing institutional demand continues in real time.

Source: MINKABU PRESS

Related Articles