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KOHOKU KOGYO surges to new all-time high as niche leader in optical submarine cables gains renewed attention as policy-related stock

Mon Apr 27, 2026 9:58 am JST Catalyst

KOHOKU KOGYO CO.,LTD. <6524> saw sharp upward movement, breaking out significantly from a consolidation pattern around the 5-day moving average and surging 580 yen to 5,600 yen at one point. The stock decisively broke through its previous all-time high of 5,350 yen set on April 15th, entering uncharted territory.

The company commands a top global market share in optical isolators, a key device for optical submarine cables, and lead terminals for aluminum electrolytic capacitors, drawing attention as a global niche top player. The government has reportedly agreed to technical cooperation with the European Union (EU) on submarine cable protection, installation, and maintenance, creating increased business opportunities for related companies including NEC Corporation <6701>, which holds a position among the world's top three in the submarine cable sector. In this context, the optical isolators manufactured by KOHOKU KOGYO play an essential role in allowing light to pass in one direction (blocking return light in the opposite direction), attracting attention as an indispensable device for long-distance, high-capacity communications. With the company on a high-growth trajectory and foreign investor ownership still relatively low, there are expectations for substantial buying by European institutional investors looking to build positions.

(Note) The "◇" at the end of the title indicates that this article contains multiple stock references.

Source: MINKABU PRESS

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

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