PENTA-OCEAN CONSTRUCTION CO.,LTD. <1893> - Continued to rise sharply, entering a bottoming-out rebound phase. Although the stock formed a recovery high on April 8th, it was forced into a downward trend almost consistently from the 9th onwards, but the trend changed from the beginning of this week. As a major general contractor specializing in marine civil engineering, port infrastructure projects under national policies such as national resilience and defense-related initiatives are supporting its business performance, while profitability overseas is also improving. The company has a strong track record in submarine infrastructure and is focusing on the offshore wind power generation sector. It is investing approximately 36.5 billion yen in a new high-capacity cable laying vessel (CLV) scheduled to begin operations in 2028, which presents business opportunities not only for power cables but also for long-distance submarine optical cable installation. As AI infrastructure investment is expanding at an astonishing pace globally, expectations that the company will play a leading role in the marine sector are driving renewed buying interest.

KITAGAWA SEIKI CO.,LTD. <6327> - Surged to a new all-time high since listing. The stock accelerated further from reclaiming its previous all-time high of 2,250 yen reached on the 21st of this month, rapidly climbing to the 2,500 yen level. The company's main products are printed circuit board press equipment under vacuum conditions, and it boasts world-class product competitiveness. As AI data center investment accelerates globally, special demand has emerged for press equipment for AI semiconductors, and business performance is extremely strong. Ahead of the earnings announcement for the fiscal year ending March 2026 scheduled for May 8th, short sellers who procured shares through the stock lending market are rushing to cover their positions. The stock has entered uncharted territory and is completely free from selling pressure on rallies.

inspec Inc. <6656> - Accelerating popularity with buy-heavy indications. As investment funds flow prominently into the semiconductor sector, buying aimed at return reversal is also targeting related small and mid-cap stocks. In this context, the company manufactures visual inspection equipment for semiconductor package substrates and is expected to capture demand for AI semiconductors. Operating profit for the fiscal year ending April 2026 is projected to grow 11% year-on-year in double digits, but it is suggested that the growth rate may accelerate in the fiscal year ending April 2027. Despite its small market capitalization of less than 3 billion yen, the company has a high free float ratio and ample trading liquidity. In terms of stock supply and demand, investment funds anticipating upside potential are flowing in due to speculation of stock shortages, including the stock being subject to lending restrictions.

*This may contain unconfirmed information. Please make your own decisions regarding stock trading at your own risk.

Source: MINKABU PRESS

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