PowerX <485A> hit the daily limit up. After the close of trading on the 31st, the company announced it had secured a major order worth approximately \5.3 billion, attracting buying interest. The order from an energy-related company includes the large stationary battery system "PowerX Mega Power 2500" along with peripheral equipment and ancillary services such as maintenance. Sales from this order are expected to be recorded in the fiscal year ending December 2027 and will have no impact on the current fiscal year's consolidated earnings forecast. PowerX's sales forecast for the current fiscal year stands at \38 billion (up 96.8% year-on-year).

ExaWizards Inc. <4259> surged with strong buying interest. After the close of trading on the 31st, the company announced it had signed a capital and business alliance agreement with Sumitomo Mitsui Financial Group, Inc. <8316>. Following the third-party share allocation, Sumitomo Mitsui Financial is expected to become ExaWizards' largest shareholder. The partnership to collaborate on AI utilization and DX promotion was received as a positive surprise. ExaWizards will issue 9.55 million new shares at \565 per share to Sumitomo Mitsui Financial. The ownership ratio of Sumitomo Mitsui Financial after the allocation is expected to be 10%. ExaWizards will raise approximately \5,385.75 million in net proceeds, which will be allocated to hiring dedicated teams, personnel training expenses, and standby funds for M&A activities.

YE DIGITAL Corporation <2354> rebounded sharply. The company's consolidated earnings forecast for the fiscal year ending February 2027, announced after the close of trading on the 31st, was well received. The forecast projects sales of \22 billion (up 8.6% year-on-year), operating profit of \2.2 billion (up 35.1%), and net profit of \1.6 billion (up 24.8%), with an annual dividend forecast of \30, an increase of \10 from the previous fiscal year. Business Solutions are expected to remain on par with the previous year due to new project acquisitions in business DX and new service offerings. Meanwhile, the expansion of the IoT Solutions business, driven by further acceleration in logistics DX including deployment to in-factory logistics for the manufacturing industry, is expected to drive earnings. For the fiscal year ended February 2026, the company reported sales of \20.263 billion (up 1.6% year-on-year), operating profit of \1.628 billion (up 15.6%), and net profit of \1.282 billion (up 23.4%). Both Business Solutions and IoT Solutions segments grew, with sales and operating profit reaching record highs.

*This article may contain unconfirmed information. Please make investment decisions at your own risk and judgment.

Source: MINKABU PRESS