QD Laser <6613> surged to its highest level since listing, jumping as much as 25% to 1,886 yen and reclaiming a year-to-date peak of 1,877 yen set on April 21. The company develops semiconductor laser devices, with its core quantum dot laser technology expected to be a key component in next-generation AI data center infrastructure and optical-electrical convergence. On the supply-demand front, recent short covering has propelled the stock higher after foreign short sellers had previously targeted heavy margin buying positions. Shares are now trading at their highest levels since February 2021, when the stock reached an all-time high of 2,070 yen shortly after its IPO.

User Local <3984> attracted strong buying interest, breaking sharply above its upward-turning 5-day moving average. The provider of AI-driven business support tools continues to capture growing digital transformation (DX) demand from corporations and local governments. Third-quarter operating profit for the fiscal year ending June 2026 reached 1,889 million yen, up 24% year-on-year. Following the results, the company hiked its full-year dividend forecast to 24 yen, up from 20 yen previously and representing a 10 yen increase from the prior year. The stock was further stimulated by plans to introduce shareholder perks?offering 3,000 yen in digital gifts to holders of 100 shares or more?and the cancellation of 100,000 treasury shares.

T&S Group <4055> extended its rally, soaring 21% to its daily limit of 2,268 yen and entering new high territory by breaking its January 19 peak of 2,135 yen. The company provides systems development and maintenance for major corporations and has a strong track record in advanced semiconductor production lines. Its collaboration with NAND memory specialist Kioxia Holdings <285A> has drawn significant investor attention. Operating profit for the fiscal year ended September 2025 reached a record 756 million yen, though a change in fiscal year-end precludes a direct year-on-year comparison. Profit is expected to hit a new peak in the fiscal year ending September 2026.

ReYuu Japan <9425> hit its daily limit-up on news of a strategic tie-up. After the market close on Thursday, the company announced a memorandum of understanding (MOU) with Super Micro Computer to collaborate on AI infrastructure. The partnership aims to explore business opportunities in GPU servers and AI computing infrastructure. The company noted the impact on its fiscal year ending October 2026 results would be minimal.

*This article may contain unconfirmed information. Stock trading should be conducted at your own risk and judgment.

Source: MINKABU PRESS

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