ID Holdings Corporation <4709> - Surged in the afternoon session. The company announced its consolidated earnings forecast for the fiscal year ending March 2027 at around 1:30 p.m., projecting sales of 42 billion yen (up 6.7% year-on-year), operating profit of 4.5 billion yen (up 9.0%), and net profit of 3 billion yen (up 3.2%), with an annual dividend forecast of 50 yen, representing a substantial increase. This was well received by the market. IT investment demand continues to be strong, particularly with increasing needs for consulting related to internal IT infrastructure development and AI implementation, as well as growing investment appetite for security measures and IT governance aimed at business continuity. For the fiscal year ended March 2026, sales were 39.371 billion yen (up 8.5% year-on-year), operating profit was 4.128 billion yen (up 9.2%), and net profit was 2.907 billion yen (up 21.7%). The company also announced a share buyback program with an upper limit of 150,000 shares (0.44% of issued shares excluding treasury stock) or 100 million yen, which is also viewed as positive.

Meiwa Corporation <8103> - Surged sharply in the afternoon session. The company announced its consolidated earnings forecast for the fiscal year ending March 2027 at around 1:30 p.m., projecting sales of 170 billion yen (up 3.1% year-on-year), operating profit of 4.2 billion yen (up 1.6%), and net profit of 3.7 billion yen (up 9.7%), with an annual dividend forecast of 47 yen, up 5 yen from the previous year. This was well received. The company will continue to promote initiatives in its focus areas of "Mobility," "Environment," and "Lifestyle" as outlined in its medium-term business plan, aiming for revenue and profit growth. For the fiscal year ended March 2026, sales were 164.927 billion yen (up 5.2% year-on-year), operating profit was 4.132 billion yen (up 15.8%), and net profit was 3.374 billion yen (down 0.1%).

Globalway, Inc. <3936> - Sharp rebound after four days of decline. The company announced today that its group company Time Ticket has entered into a strategic business alliance with Indonesia's Bantu E-commerce, which is certified as an official TikTok Diamond Partner. This appears to be the catalyst. The main initiatives under the alliance include "Global operation support leveraging Diamond Partner expertise," "Top liver development through premium agencies and cutting-edge global know-how," and "Enhanced cooperation in advertising projects and overseas official events." The company aims to build a foundation for Japanese livers and creators to gain significant influence in the global market by receiving Bantu's world-class algorithm analysis and marketing support.

HOKURIKU ELECTRICAL CONSTRUCTION CO.,LTD. <1930> - Continued to rise sharply. The company announced its consolidated financial results for the fiscal year ended March 2026 after the close of trading on the 28th, with operating profit of 5.121 billion yen (up 17.7% year-on-year), significantly exceeding the previous forecast of 4 billion yen. Additionally, the company forecasts operating profit of 6 billion yen (up 17.2% year-on-year) for the fiscal year ending March 2027, projecting double-digit profit growth, which was well received. The company attributes this success to more thorough project and cost management, leading to cost reductions. Sales for the fiscal year ended March 2026 were 61.028 billion yen (up 9.7% year-on-year), slightly above the previous forecast of 61 billion yen. This was supported by smooth progress on work carried over from fiscal 2024, which reached a record high, strong order intake, and M&A effects. For the fiscal year ending March 2027, the company projects sales of 70 billion yen (up 14.7% year-on-year). The record-high level of work carried over from fiscal 2025 will be the driving force. Despite anticipated increases in personnel costs, the company expects double-digit profit growth through continued cost reduction efforts.

SUMCO CORPORATION <3436> - Soared to a five-year high. The stock gapped up and surged, rising more than 19% at one point to approach the 2,800 yen level. The stock price reached its highest zone since July 2021, approximately five years ago. In the U.S., Intel has formed a strong upward trend, surging more than 12% in the previous day's U.S. stock market to reach all-time highs, becoming a market talking point. Against this backdrop, the company, a world-leading manufacturer of semiconductor silicon wafers, is attracting speculative buying due to its association with Intel as a major customer. Additionally, the Semiconductor Equipment and Materials International (SEMI) announced the previous day that global silicon wafer shipments in the January-March 2026 quarter increased 13.1% year-on-year, which is also seen as a catalyst for the stock price. In terms of stock supply and demand, "short positions through the stock lending market had recently surged in Merrill Lynch's trading records, and this short squeeze effect is also manifesting," according to a mid-tier securities strategist.

Naigai Tec Corporation <3374> - Rapidly gaining popularity. The stock broke above its 75-day moving average while simultaneously breaking through the cloud in the daily Ichimoku chart, significantly updating its year-to-date high. The company handles sales of related equipment and various parts for semiconductor manufacturing equipment. While Tokyo Electron Limited <8035> accounts for 80% of total sales, the company's recent performance has exceeded management's expectations by capturing demand for AI data center-related capital investment. After the close of trading on the 28th, the company announced revisions to its fiscal year ended March 2026 earnings forecast, with sales revised significantly upward from the previous forecast of 29.5 billion yen to 32.614 billion yen (down 8% year-on-year), and operating profit from 810 million yen to 1.402 billion yen (down 10% year-on-year). The company also enhanced shareholder returns, raising its annual dividend for the previous fiscal year by 5 yen from the initial plan to 105 yen (compared to 100 yen in the previous year). The dividend yield is high at 4.2% based on the closing price on the 28th. Investment funds are taking aggressive positions based on this catalyst, while the stock is a small-cap stock with a market capitalization of less than 10 billion yen and margin buying positions have dried up, making the upside lighter.

*This may contain unconfirmed information. Stock trading is your own responsibility and should be based on your own judgment.

Source: MINKABU PRESS

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