Nitto Boseki <3110> surged sharply, marking its fifth consecutive session of gains. The stock climbed to \26,290 at its intraday high, rising more than \6,000 over five trading sessions. The company's flagship product, special glass fiber ? which reportedly commands a 90% global market share ? forms the main pillar of its revenue. Against the backdrop of rapid growth in the generative AI market, Nitto Boseki is dramatically expanding revenue opportunities from AI servers installed in data centers. Advanced semiconductors used in AI servers require specialized substrate materials with heat resistance and signal integrity, and the company's special glass is capturing this demand in its entirety. As a global niche leader in the generative AI era, the stock appears to be attracting concentrated interest from domestic and international fund investors. For the fiscal year ending March 2026, operating profit was revised upward twice during the period and is now expected to reach \20.0 billion, up 22% YoY, significantly upgrading the record high. Double-digit profit growth is also within reach for the fiscal year ending March 2027. The company is also actively pursuing partnership strategies for business expansion, including a collaboration with Nan Ya Plastics, a major Taiwanese manufacturer of electronic materials and resin products, on special glass fabric manufacturing.

InterAction <7725> rose sharply, extending gains for a fifth consecutive session and hitting a fresh year-to-date high. The market welcomed the announcement made after the close of trading on the 8th that the company had secured a large order for image sensor inspection-related products from a client. The order totals \2.278 billion and is scheduled to be recognized as revenue from June 2026 through February 2027. The company stated there will be no impact on its earnings forecast for the fiscal year ending May 2026.

GameWith <6552> hit the daily limit up on strong buying interest. After the close of trading on the 8th, the company released its third quarter cumulative (June 2025?February 2026) consolidated results. Sales reached \3.133 billion (up 24.0% YoY), and operating profit swung to a profit of \188 million (vs. a loss of \217 million in the same period last year), exceeding the full-year forecast range of break-even to \100 million profit ? a development well received by the market. In its core "Media" segment, which operates game information sites, page view unit prices improved and advertising revenue increased. In its "eSports & Entertainment" segment, which manages professional eSports teams, the company earned substantial prize money from tournaments and secured favorable tie-up projects. In its "ISP" segment, which operates optical fiber services, the subscriber count grew steadily.

KYB <7242> jumped sharply. The company manufactures automotive parts and holds world-class capabilities 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 plans to cancel 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, operating profit for the fiscal year ending March 2026 is projected at \36.0 billion, up 59% YoY, significantly upgrading the record high. For the fiscal year ending March 2027, a notable profit decline is expected due to the lapse of goodwill amortization benefits from 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 fiscal year. Domestically, the company plans to open 36 new stores and renovate approximately 50, while overseas it plans to open 26 new stores and renovate 20 across four countries, primarily in South Korea. Additionally, in anticipation of demand driven by growing health consciousness, ABC-Mart will strengthen sales of running and walking shoes, expand its hands-free shoe lineup, and drive growth in 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, hitting the daily limit up. 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 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)." For organizations seeking to deploy generative AI in environments with restricted external network connectivity and controlled access to confidential data, FIXER offers end-to-end service designed to enable high-speed operation of generative AI, including large language models, in live operations. The service is delivered in a pre-validated configuration integrating hardware with the company's proprietary software, with support spanning from implementation through ongoing operations.

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

Source: MINKABU PRESS

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