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Marumae Jumps Over 10% in Catch-Up Trade Amid Semiconductor Rebound

Wed Apr 8, 2026 11:10 am JST Catalyst

Shares of Marumae <6264> surged for the first time in three sessions, jumping over 10% to regain the upper \1,500 level. While the stock had recently faced downward pressure, it appears to have bottomed out following its late-March stock split. It has now entered a rebound phase, with the upward-sloping 75-day moving average providing firm technical support.

Specializing in high-precision vacuum components for semiconductor manufacturing equipment, Marumae continues to capitalize on robust sector demand. Amid a broad rally in chip-related stocks?fueled by the unwinding of risk-off positions after the Iran ceasefire deadline extension?investors have pivoted to Marumae as a prime "catch-up" play.

The company recently upwardly revised its operating profit forecast for the fiscal year ending August 2026 (FY8/26) to \3.2 billion (up 52% YoY), up from its previous \2.8 billion estimate. This strong earnings trajectory, combined with a proactive shareholder return policy, has significantly boosted investor sentiment. Furthermore, on the supply-demand front, covering of accumulated short positions by overseas investors is providing additional tailwinds for the share price.

Source: MINKABU PRESS

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