TOYODA GOSEI CO.,LTD. <7282> surged in afternoon trade. The company reported FY03/26 results on April 28, with revenue up 8.2% year-on-year to 1.15 trillion yen and net income jumping 70.7% to 62.01 billion yen, beating guidance. It hiked its full-year dividend to 138 yen, up 28 yen from its prior plan. While the current fiscal year outlook projects higher revenue but lower net income, investors welcomed the raised profit base. Toyoda Gosei also announced a 5-for-1 stock split effective Oct 1. The FY03/27 dividend forecast of 175 yen (pre-split) fueled capital inflows, with profit supported by an assumed 155 yen dollar rate and cost improvements.

KOMATSU WALL INDUSTRY CO., LTD. <7949> opened with a sharp gap up. Following the April 27 close, the company forecast FY03/27 revenue of 48.6 billion yen (up 4.0% YoY) and ordinary profit of 4.31 billion yen (up 3.8%). Investors cheered the prospect of consecutive record profits, driven by a growing order backlog for office partitions. The annual dividend forecast was raised by 5 yen to 135 yen. For FY03/26, revenue reached 46.73 billion yen (up 4.7%) with ordinary profit at 4.15 billion yen (up 10.5%).

T.RAD Co.,Ltd. <7236> hit its daily limit on concentrated speculative buying, snapping a five-day losing streak. The radiator specialist reported FY03/26 operating profit surged 54% to a record 11.25 billion yen. For FY03/27, it sees profit rising 4% to 11.7 billion yen. Backed by strong earnings, T.RAD significantly boosted shareholder returns, hiking its FY03/26 dividend by 240 yen to 560 yen, and planning an 800 yen payout for FY03/27. The surprise move pushed the dividend yield to 9.9%, attracting large-scale funds.

PENTA-OCEAN CONSTRUCTION CO.,LTD. <1893> rose sharply, entering a bottom-reversal phase. The marine civil engineering specialist is benefiting from national defense and port projects, alongside improving overseas margins. Penta-Ocean is focusing on offshore wind, investing 36.5 billion yen in a new cable-laying vessel for 2028 to capitalize on subsea infrastructure demand. Growing expectations for its role in AI-related marine infrastructure prompted reconsideration buying.

KITAGAWA SEIKI CO.,LTD. <6327> hit its daily limit. The vacuum press specialist for printed circuit boards is seeing robust demand for AI semiconductor equipment. Ahead of its May 8 earnings release, the stock saw aggressive short-covering. With prices entering uncharted territory, profit-taking pressure has dissipated.

inspec Inc. <6656> accelerated to its daily limit. The semiconductor inspection equipment maker is capturing demand for AI package substrates. Operating profit for FY04/26 is projected to grow 11% YoY, with potential acceleration in FY04/27. Despite a market cap below 3 billion yen, high liquidity and stock lending restrictions have fueled speculative buying on anticipation of further upside.

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Source: MINKABU PRESS

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