Nikkato Corp <5367> jumped on heavy volume. As the global construction rush for AI data centers accelerates, infrastructure-related firms have seen significant capital inflows. In particular, capacitor manufacturers such as Murata Manufacturing <6981> have rallied on surging demand for multilayer ceramic capacitors (MLCCs) for AI servers. Against this backdrop, Nikkato’s ceramic products, which account for 60% of its electronic component sales, are benefiting from the MLCC boom. With major clients including Murata and Taiyo Yuden <6976>, Nikkato is gaining traction as a key AI data center play. For the fiscal year ending March 2026, the company forecasts operating profit of 966 million yen, up 52% year-on-year, with potential for further upward revisions. At a price-to-book ratio of just 0.6x, investors are eyeing a valuation rerating.

Ecomott <3987> rose on buy orders. The IoT integrator, which operates across infrastructure and cloud services, announced after the market close on April 15 its participation in a defense research consortium under the Acquisition, Technology & Logistics Agency (ATLA). The news spurred buying interest on expectations of growth in the defense sector.

Sumiseki Holdings <1514> rebounded for the first time in three sessions. The company raised its FY March 2026 outlook after the close on April 15, now expecting revenue of 10.6 billion yen (up 3.3% YoY) compared to its previous 9.7 billion yen forecast. Operating profit is projected at 330 million yen, nearly a sevenfold increase from its prior 300 million yen target, while net profit is seen at 2.6 billion yen. Higher-than-expected dividend income from Australia’s Wambo coal mine drove the revision. Sumiseki also hiked its year-end dividend forecast to 20 yen from 15 yen.

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Source: MINKABU PRESS

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