Adways Inc. <2489> - Surged sharply in the afternoon session, updating its year-to-date high. The move was driven by positive reaction to its first quarter (January-March) consolidated earnings results announced around 2:30 p.m., which showed sales of 3,282 million yen (up 4.6% year-on-year), operating profit of 536 million yen (up 2.3-fold), and net profit of 400 million yen (up 99.9%), marking significant profit growth. The results were driven by increased advertising demand from financial companies in the affiliate advertising service "JANet" of the ad platform business, as well as increased advertising demand from companies providing game apps and manga apps in the agency business. The company maintained its full-year forecast for the fiscal year ending December 2026, projecting sales of 11,400 million yen (down 6.7% from the previous year), operating profit of 600 million yen (up 2.0-fold), and net profit of 530 million yen (up 2.1-fold).

ANRITSU CORPORATION <6754> - Trading at high levels amid buying interest. The company announced today that it has entered into a sales agreement with UK-based test and measurement equipment manufacturer Thurlby Thandar Instruments (TTi), which appears to be driving the stock. ANRITSU will leverage its global sales and technical support network developed in the communications measurement field to promote sales of TTi products. This will strengthen its product portfolio not only in the traditional communications measurement field but also in the general-purpose basic measurement instrument field, and establish a swift and flexible sales structure for a broader market.

ARE Holdings, Inc. <5857> - Rebounded sharply for the first time in three days. After the close of trading on the previous business day, the 1st, the company disclosed its full-year forecast for the fiscal year ending March 2027 alongside the announcement of its consolidated results for the fiscal year ended March 2026. It projected sales of 680,000 million yen (up 19.3% from the previous year) and net profit of 29,000 million yen (up 19.0%). The annual dividend forecast was set at 135 yen (65 yen interim, 70 yen year-end), compared to 125 yen in the previous year, attracting buying interest. The company expects growth centered on the electronics field, where AI data center demand is expanding in its core precious metals recycling business, and the catalyst field, where profitability and competitiveness are improving with the full-scale operation of the Bando plant. For the fiscal year ended March 2026, sales were 569,992 million yen (up 12.6% from the previous year) and net profit was 24,441 million yen (up 70.7%). Rising precious metal prices in the precious metals recycling business, increased gold recovery in the electronics field, and expanded refining volume and product processing in the North American refining business drove the performance.

WORKMAN CO.,LTD. <7564> - Rebounded sharply to a new high. Positive reaction followed the announcement of its April monthly sales report after the close of trading on the 1st, which showed same-store sales up 26.4% year-on-year, exceeding the previous month's growth rate and marking the fourth consecutive month of year-over-year growth. Recovery wear, which newly introduced innerwear, continued to drive sales growth, while spring and summer products such as UV-cut parkas and arm covers performed well. The company also benefited from capturing rain-related demand due to rainfall. Total store sales increased 32.8%.

DMG MORI CO., LTD. <6141> - Rose significantly for the sixth consecutive session. The stock hit a new year-to-date high. After the close of trading on the previous business day, the 1st, the company revised its full-year forecast alongside the announcement of its first quarter (January-March) consolidated results for the fiscal year ending December 2026. It raised its full-year sales forecast by 30,000 million yen from the previous outlook to 565,000 million yen (up 9.7% from the previous year) and net profit forecast by 4,500 million yen to 15,000 million yen (down 37.6%). Buying dominated as investors evaluated the business conditions. The revision incorporated expanded orders globally as well as the impact of revising the assumed exchange rate in response to continued yen depreciation against the euro. Sales for the January-March quarter were 135,531 million yen (up 18.9% year-on-year) and net profit was 1,488 million yen (up 8.9-fold).

Plus Alpha Consulting Co.,LTD. <4071> - Surged. The company specializes in text mining using natural language processing to extract information from text data, with big data analysis as a core strength, and provides cloud services for human resources and marketing support. Its performance has been robust, capturing corporate digital transformation (DX) demand. In this context, it was revealed that Hong Kong investment fund Oasis Management, known as an activist investor, newly exceeded a 5% shareholding at 8.02% according to a large shareholding report filed on the 1st of this month. While the purpose of holding is stated as portfolio investment and significant proposal activities, the fund noted that it "may engage in significant proposal activities to protect shareholder value," which strongly stimulated Plus Alpha Consulting's stock price.

Nxera Pharma Co., Ltd. <4565> - Limit-up buying to a new high. After the close of trading on the 1st, the company announced its consolidated results for the first quarter (January-March) of the fiscal year ending December 2026. Positive reaction followed as operating profit turned positive to 3,244 million yen (compared to a loss of 2,193 million yen in the same period last year). Revenue was 11,256 million yen, up 69.4% year-on-year. The main factor was achieving seven milestones (compared to one in the same period last year). Additionally, focused narrowing of R&D areas and cost reduction efforts reduced R&D expenses and selling, general and administrative expenses, contributing to profit performance. The company maintained its full-year forecast.

*This may contain unconfirmed information. Please make your own investment decisions at your own risk.

Source: MINKABU PRESS

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