Sansha Electric Manufacturing Co., Ltd. <6882> gapped up and surged, reclaiming the \1,000 mark. From a technical standpoint, the stock broke above both its 25-day and 75-day moving averages simultaneously, signaling a potential trend reversal. Should the stock rise to the \1,060 range, it would decisively break through the thick resistance cloud on the daily Ichimoku chart, putting its recent price action in the spotlight. The company manufactures semiconductor modules and power supply equipment, holding the top domestic market share in surface treatment power supplies, while also focusing on the power semiconductor sector. Although the current earnings environment remains challenging, the company is expected to return to a growth trajectory in the fiscal year ending March 2027, driven by demand for power semiconductors and power supplies for AI data centers.

Daito Chemix Corporation <4366> surged on renewed buying interest. While high-volume, major semiconductor names are broadly favored today, capital is noticeably rotating into relatively laggard small- and mid-caps. Daito Chemix, which handles photosensitive materials used in semiconductor photoresists and other applications, is among these beneficiaries. Trading at an attractive P/B ratio, the stock has attracted follow-up buying from investors positioning for a rebound. The introduction of a shareholder perk program (book vouchers) has garnered popularity among retail investors, while continued accumulation by a notable investor, who is the largest shareholder, appears to be fueling expectations for further upside.

TOMOEGAWA CORPORATION <3878> surged as much as 19% intraday. The company boasts strength in semiconductor-related materials, such as semiconductor packaging tapes and other packaging materials. For the fiscal year ending March 2026, the company expects an operating profit of \1.4 billion, up 9.2% year-on-year, with potential for further upside. The fiscal year ending March 2027 is also likely to maintain a trend of revenue and profit growth, leaving significant room for an upward re-rating from its current P/B ratio of around 0.5x. As heat dissipation from power consumption remains a key concern for AI data centers, demand is expected to grow for the company's insulating thermal adhesive films and other products, raising its profile as a laggard AI data center play.

*This article may contain unconfirmed information. All investment decisions should be made at your own risk.

Source: MINKABU PRESS