Furukawa Electric <5801> surged on heavy volume, soaring into the \42,000 range and marking a fresh all-time high. The company is drawing significant investor interest as a key supplier of optical fiber and infrastructure materials for AI data centers, signaling a transition into a high-growth phase. Recently, the stock has consistently ranked second in trading value, trailing only Kioxia Holdings <285A>, cementing its position as a bellwether for the AI data center sector.

While Fujikura <5803> was the initial pioneer among optical fiber stocks?with its market capitalization skyrocketing 15-fold since early 2024?Furukawa Electric has recently emerged as the primary market leader. After trailing Fujikura’s momentum, Furukawa Electric’s share price has accelerated this year following a period of consolidation. A strategist at a mid-tier securities firm noted, "While Furukawa Electric is one of the 'Big Three' and shows earnings growth comparable to its peers, its stock price had been lagging. However, with a top line exceeding Fujikura's, it is now seeing re-rating demand from overseas investors." Furthermore, expectations are rising for the company to expand its market share in next-generation cooling systems for data centers, a field management has identified as a strategic priority.

ACSL <6232> saw a significant jump driven by robust investor demand. The rally followed the company’s announcement after the market close on the 7th regarding two large-scale orders from the Ministry of Defense for small aerial photography drones (UAVs). The total order is valued at approximately \420 million. Deliveries are scheduled for December 2026 and December 2027, with the portion for fiscal 2026 already factored into the current earnings guidance.

MetaReal <6182> staged a sharp recovery with strong upward momentum. On the 7th, the company announced preliminary consolidated results for the fiscal year ending February 2026. Operating profit is expected to reach \214 million (up 82.9% YoY), significantly outperforming the previous forecast of \130 million. Net profit was revised upward to \48 million from the initial \10 million estimate (though still representing an 83.9% YoY decline). While the new AI-related contracted development business exceeded targets, total sales were adjusted slightly lower to \4.487 billion (up 9.9% YoY) as subsidiary STUDIO55 missed its goals. However, profitability exceeded expectations due to structural reforms that reduced SG&A expenses, the elimination of unprofitable divisions, improved margins in the AI and HT businesses, and narrowed losses in the metaverse segment.

*This report may contain unconfirmed information. Investment decisions should be made at your own discretion.

Source: MINKABU PRESS