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TOMOEGAWA shares surge 13% as AI data center play attracts investor attention
TOMOEGAWA CORPORATION <3878> opened with a wave of buy orders and surged, hitting a peak of \880, up 13%. The company boasts a strong portfolio in semiconductor materials, particularly in packaging tapes and related components. For the fiscal year ending March 2026, it projects an operating profit of \1.4 billion (+9.2% YoY), with potential for an upward revision. With growth expected to persist into FY2027, there remains significant upside potential for its current PBR of approximately 0.5x. The stock is gaining traction as an undervalued catch-up play in the AI data center space, driven by rising demand for its insulating thermal bonding films designed to tackle heat dissipation in high-power environments.
Source: MINKABU PRESS
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