KYB <7242> surged sharply. The company manufactures automotive parts and holds a leading global position in hydraulic shock absorbers, while also commanding the top global market share in hydraulic cylinders for construction machinery. After the close of trading on the 8th, KYB announced a 3-for-1 stock split for shareholders of record as of end-September, along with the cancellation of 9,869,864 treasury shares representing 19.56% of issued shares, scheduled for June 29th. Both announcements came as positive surprises and attracted strong buying interest.

On the earnings front, the company projects operating profit of \36.0 billion for the fiscal year ending March 2026, up 59% YoY and significantly above its previous record high. For the fiscal year ending March 2027, a notable decline in profit is expected due to the lapse of goodwill amortization benefits related to the acquisition of Chita Steel Industry, a suspension spring specialist ? though this is widely regarded as a one-time factor already priced in. Revenue is expected to continue its upward trend, with the profit contribution from business expansion likely to be reflected gradually going forward. The stock is also attracting buyers on the back of a dividend yield exceeding 3% and notably undemanding valuation metrics, including PER and PBR.

ABC-Mart <2670> rebounded sharply to a new high. In its consolidated earnings forecast for the fiscal year ending February 2027, released after the close of trading on the 8th, the company projected sales of \400.8 billion (up 5.9% YoY), operating profit of \65.6 billion (up 3.7% YoY), and net profit of \46.4 billion (up 0.1% YoY). The annual dividend forecast was set at \80 per share, up \5 from the prior year. The company plans to open 36 new domestic stores and renovate approximately 50, while also opening 26 new stores and renovating 20 across four overseas markets, primarily in South Korea. On the product side, ABC-Mart aims to drive sales growth by expanding its running and walking shoe offerings in anticipation of rising health-conscious demand, while also broadening its hands-free shoe lineup and strengthening lifestyle casual products. For the fiscal year ended February 2026, the company reported sales of \378.6 billion (up 1.7% YoY), operating profit of \63.3 billion (up 1.2% YoY), and net profit of \46.3 billion (up 2.2% YoY).

FIXER <5129> rebounded sharply, approaching its year-to-date high. After the close of trading on the 8th, the company announced the official launch of order intake for "Sovereign GaiXer," an on-premise generative AI platform that enables organizations to leverage highly confidential information and proprietary know-how internally without external exposure ? a development that attracted buying interest. The product prioritizes "confidentiality" and "data sovereignty (digital sovereignty)." FIXER will provide end-to-end solutions designed to enable high-speed deployment of generative AI, including large language models, for organizations operating in environments with restricted external network connectivity and limited access to confidential data. The offering is delivered in a pre-validated, hardware-integrated configuration incorporating the company's proprietary software, with support spanning from implementation through ongoing operations.

*This report may contain unconfirmed information. All investment decisions should be made at the reader's own discretion and risk.

Source: MINKABU PRESS

*Translated by generative AI. Click here for the original article.