Enomoto Co Ltd <6928> rose for the fourth straight session, showing clear upward momentum. The stock temporarily climbed to the 3,300 yen level for the first time in approximately one and a half months. The company develops electronic devices including lead frames for power semiconductors and connectors used in electronic circuit wiring, and is highly regarded for its product development capabilities leveraging advanced technologies such as precision press and resin molding. Its business performance has been progressing extremely well, with operating profit for the fiscal year ending March 2026 expected to reach 1.6 billion yen, a 2.6-fold increase YoY. Independent asset management firm Fundnote, which operates active funds, has been gradually accumulating shares for purposes including pure investment, discretionary investment contracts, mutual fund investment, and important proposal activities, with its ownership ratio recently exceeding 12%. Although daily trading volume remains limited, continuous real demand buying has pushed up the share price, drawing increased market attention.

Murata Manufacturing Co Ltd <6981> opened with a gap up and rose for the fourth straight session. The stock has been updating record highs daily, while Nippon Chemi-Con Corp <6997> also rose for the fourth straight session, reaching its highest level in approximately three years since May 2023. As AI data center construction booms globally, investment attention has turned to peripheral devices beyond AI semiconductors. Optical-related devices such as optical fibers and optical connectors have gained the spotlight, with Furukawa Electric Co Ltd <5801> and Fujikura Ltd <5803> gaining popularity. Recently, capacitors installed in large quantities in AI servers have attracted attention, leading to visible moves to evaluate related manufacturers. Murata Manufacturing, the world's top manufacturer of multilayer ceramic capacitors (MLCC), Taiyo Yuden Co Ltd <6976>, also a major MLCC manufacturer, and Nippon Chemi-Con, which has high competitiveness in power supply capacitors for servers, have been attracting buying as symbolic stocks.

Informetis <281A> accelerated upward and hit the daily limit. The stock has been on a new high streak. In the morning, the company announced that its demand response (DR) support service "BridgeLAB DR" has been adopted for Chugoku Electric Power Co Inc <9504> household DR service "Gutto Zutto. Eco Time Shift," which has begun commercial service, and this news was viewed as positive. DR is an initiative to change consumption patterns by devising how and when electricity is used to balance electricity supply and demand. Informetis expects to expand the system built through this initiative to other electric power companies and retail electricity providers, and to accelerate growth as a platform business that comprehensively controls energy equipment by expanding controlled devices from EcoCute to include storage batteries, EVs, and air conditioning equipment.

Vrain Solution <135A> hit the daily limit. The company provides digital transformation (DX) consulting targeting manufacturing companies and visual inspection systems utilizing AI image recognition technology for production lines. The company's recent performance has been progressing extremely well, capturing corporate rationalization needs. The fiscal year 2026 ending February results announced after trading ended on the 14th showed operating profit of 914 million yen, up 54% YoY, achieving significant growth. For the fiscal year ending February 2027, operating profit is expected to reach 1,449 million yen, up 59% YoY, marking the fifth consecutive year of record profits. This attracted concentrated buying.

Tential <325A> accelerated its upward move. The company's upward revision of its standalone earnings forecast for the fiscal year ending August 2026 announced after trading ended on the 14th was well received, raising sales from 28.046 billion yen to 33.081 billion yen, operating profit from 3.02 billion yen to 3.804 billion yen, and net profit from 2.054 billion yen to 2.551 billion yen. While simple comparison with the previous year is not possible due to a change in fiscal year-end, based on the company's reference values for comparison with the same period last year, this represents revenue growth of 70.6%, operating profit growth of 67.1%, and net profit growth of 56.2%. Factors include sales of the flagship "BAKUNE" recovery wear exceeding expectations against the backdrop of growing interest and awareness of recovery wear, and favorable trends continuing through the second quarter's demand period including the Christmas gift season. The company also announced a 3-for-1 stock split with a record date of June 30 and an accompanying expansion of its shareholder benefit program, which was also viewed positively.

BayCurrent Inc <6532> surged to the daily limit. After trading ended on the 14th, the company disclosed its full-year earnings forecast for the fiscal year ending February 2027 along with announcing consolidated results for the fiscal year ended February 2026. The current fiscal year sales forecast is 190 billion yen (up 28.1% YoY) and net profit forecast is 48.1 billion yen (up 27.1% YoY). The annual dividend forecast is 130 yen (65 yen interim and 65 yen year-end, up from 100 yen in the previous year), attracting buying on the significant revenue and profit growth outlook and dividend increase. As investment in DX and generative AI continues, the company expects robust consulting demand to persist in the domestic market and will proceed with aggressive recruitment and strengthening of human resource development.

Source: MINKABU PRESS

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