Marumae <6264> surged over 15%, reclaiming the \1,600 level in its first sharp rally in three days. After a recent corrective phase, the stock found a floor around its late-March stock split, entering a technical rebound supported by its upward-trending 75-day moving average. Marumae, a specialist in high-precision vacuum components for semiconductor manufacturing equipment, benefited from a sector-wide rally as the extension of Iran ceasefire negotiations triggered a reversal of risk-off sentiment. Investors shifted focus to Marumae’s relative laggard status and its revised FY2026 operating profit guidance, now at \3.2 billion (up 52% YoY) from the previous \2.8 billion. This strong performance, paired with a proactive shareholder return stance and short-covering by overseas investors, provided further upward momentum.

Ureru Net Advertising Group <9235> extended gains in the afternoon session following the 11:30 a.m. announcement of a new "Pop-up and Offline Event Support Service" for D2C brands. Launched by its subsidiary, the service aims to maximize customer LTV (Lifetime Value) by integrating online purchase data with physical, personalized customer service at offline events.

TECMIRA HOLDINGS <3627> rebounded sharply after signaling an earnings beat for FY2026. Following the April 7 market close, the company raised its sales forecast to \10.41 billion from \10.2 billion. While this represents a 6.8% YoY decline, the projected net loss narrowed to \58 million from the previously estimated \90 million (vs. a \140 million loss the prior year). Stronger-than-expected shipments from its Shenzhen IoT & Device plant ahead of the Lunar New Year and lower-than-anticipated year-end inventory valuation losses drove the upward revision.

Furukawa Electric <5801> soared to the \42,000 level on heavy volume, hitting a fresh all-time high. Emerging as a key AI data center play through its optical fiber and cooling system business, the stock has recently rivaled Kioxia Holdings in trading value. While Fujikura <5803> led the sector in 2024 with a 15-fold market cap increase, Furukawa Electric is seeing "reassessment buying" as a laggard with superior top-line sales. Market strategists note that the company’s business scale and its focus on next-generation cooling systems position it for further share expansion.

ACSL <6232> jumped on news of two defense contracts totaling approximately \420 million. The orders, for small aerial photography drones for the Ministry of Defense, are slated for delivery in December 2026 and December 2027. The company confirmed that the FY2026 portion of these orders is already reflected in current earnings guidance.

MetaReal <6182> rallied after lifting its FY2026 profit outlook. Operating profit is now projected at \214 million (up 82.9% YoY), up from the prior forecast of \130 million, despite a slight downward revision in sales to \4.49 billion due to underperformance at its STUDIO55 subsidiary. Bottom-line growth was driven by robust AI-related contract development and the successful reduction of SG&A expenses following structural reforms.

*This report may contain unconfirmed information. Trading should be conducted at your own risk.

Source: MINKABU PRESS