Takeda iP Holdings <7875> surged on heavy volume as investors flocked to its semiconductor mask business. Originally a commercial printer, the company has successfully pivoted to semiconductor-related masks, leveraging its "one-stop" design-to-manufacturing capabilities. With a PER in the low 11x range and a PBR around 0.6x, the stock remains attractively valued compared to other gaining small-cap chip names.

Refinverse Group <7375> hit a new year-to-date high after announcing a breakthrough in recycling polyethylene film from milk cartons. While the 17,000 tons of laminated film discarded annually were previously limited to thermal recovery, Refinverse’s new purification technology enables high-purity material recycling. Operations are set to scale at the Gamagori Plant starting this June.

Arbeit-Times <2341> skyrocketed after raising its full-year operating profit guidance to \160 million?2.4 times the previous year’s level. The upward revision, driven by its robust HR-tech recruitment systems, ignited interest from individual investors. At a price point of just \200, the small-cap name is a prime target for speculative money.

Sansha Electric <6882> gapped up, reclaiming the psychologically important \1,000 level. Technically, the stock broke above its 25-day and 75-day moving averages, signaling a trend reversal. Investors are eyeing a potential breakout above the "Ichimoku cloud" at the \1,060 mark, fueled by expectations of growth in AI data center power semiconductors for FY03/27.

Daito Chemix <4366> rallied sharply as rotation reached lagging small- and mid-cap chip names. While mega-cap semiconductor stocks dominated trading value, aggressive positioning shifted toward undervalued players like Daito Chemix, a specialist in photosensitive materials for photoresists. With its low PBR and the recent introduction of a shareholder benefit program (book vouchers), the stock has drawn significant interest from retail investors. Furthermore, the persistent buying stance of its largest prominent shareholder continues to fuel expectations for further upside.

Tomoegawa Corp. <3878> skyrocketed as much as 19% intraday, marking a dramatic rally. Renowned for its expertise in semiconductor packaging tapes and materials, the company is increasingly recognized for its growth potential. While its FY03/26 operating profit guidance stands at \1.4 billion (+9.2% YoY), there is significant earnings upside moving into FY03/27. At a current PBR of just 0.5x, the stock offers substantial room for revaluation. As power-hungry AI data centers face urgent heat management challenges, demand for the company’s insulating thermal adhesive films is expected to surge, positioning Tomoegawa as a prime laggard play in the AI infrastructure sector.

*This article may contain unconfirmed information. Stock trading should be conducted at your own risk and judgment.

Source: MINKABU PRESS