QUALTEC <9165> rose sharply on heavy volume, surging over 21% to 1,959 yen to hit a year-to-date high for the first time in three months. The stock reached its highest level since February 2024, with thin cumulative trading volume suggesting limited resistance for further upside. QUALTEC focuses on reliability evaluation for semiconductors and electronic devices, alongside laser micro-processing for semiconductor substrates. Amid global demand for AI data centers, the company is positioned to capture needs for next-generation power semiconductor evaluation. Its laser processing technology is also gaining traction in optical and electrical integration. With a market capitalization below 5 billion yen and moderate PER levels, retail investors view the stock as having significant room for price correction.

JIG-SAW <3914> hit the daily limit up, breaking out of its bottom zone. The company provides automated server monitoring and IoT services using proprietary software. Business performance is trending favorably due to new project acquisitions. For the first quarter ended March 2026, sales rose 17% year-on-year to 1,038 million yen, exceeding 1 billion yen on a quarterly basis for the first time. Operating profit surged 64% to 240 million yen. The results catalyzed investment inflows from short-term traders targeting momentum, following a previous rally to 4,300 yen last October.

OXIDE <6521> jumped for a second day to a two-month high. The company manufactures single crystal monoxides and holds proprietary optoelectronics technology, including laser light sources used in AI data centers. OXIDE holds a near-monopoly in wavelength conversion crystals for cutting-edge semiconductor wafer inspection. Operating profit for the fiscal year ended February 2026 rose 4.3-fold to 542 million yen, and is projected to climb 72% to a record 933 million yen for the year ending February 2027.

SCROLL <8005> hit the daily limit up following its earnings forecast. The apparel and lifestyle goods mail-order firm projects sales of 90 billion yen for the year ending March 2027, up 2% year-on-year, with operating profit expected to grow 7% to 6.1 billion yen. SCROLL also bolstered shareholder returns by planning an annual dividend of 102 yen, a 43 yen increase from the previous year, despite abolishing its shareholder benefit program. The dividend yield reached 7.86% based on the previous close, sparking a positive surprise for investors.

QD LASER <6613> surged to its highest zone since listing, jumping 25% to 1,886 yen and surpassing its previous year-to-date high. Its quantum dot laser technology is expected to support next-generation AI data center infrastructure. The rally was fueled by a short squeeze as foreign institutions were forced to buy back shares following heavy short selling. The stock is now approaching its all-time high of 2,070 yen set in February 2021.

USER LOCAL <3984> attracted buying interest, surging above its 5-day moving average. The AI and big data tool provider reported operating profit of 1,889 million yen for the nine months through March 2026, up 24% year-on-year, driven by corporate digital transformation demand. The company raised its annual dividend forecast to 24 yen from 20 yen and introduced a new shareholder benefit program offering 3,000 yen digital gifts to holders of 100 shares or more. The cancellation of 100,000 treasury shares further stimulated the price.

T&S GROUP <4055> surged for a second day, hitting the daily limit up at 2,268 yen to reach new high territory. The company provides production management system development for major clients, including a close collaboration with NAND flash specialist KIOXIA HOLDINGS <285A>. Operating profit for the fiscal year ended September 2025 reached 756 million yen, a record high level, with further growth expected for the current fiscal year.

REYUU JAPAN <9425> hit the daily limit up after announcing a Memorandum of Understanding with SUPER MICRO COMPUTER for collaboration on AI computing infrastructure. The partnership will focus on GPU servers and AI infrastructure-related business. While the company stated the impact on the fiscal year ending October 2026 results would be minor, the news drove positive sentiment regarding its expansion into new infrastructure areas.

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Source: MINKABU PRESS

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