NIHON DEMPA KOGYO CO., LTD. <6779> surged to a new high. The company announced its results for the fiscal year ended March 2026 after the market close on the 14th. Operating profit decreased 27.4% year-on-year to 3.355 billion yen but exceeded the previous forecast of 3.2 billion yen. Sales rose 2.9% to 54.629 billion yen, surpassing the previous forecast of 53.4 billion yen. Sales for automotive, industrial equipment (primarily AI data centers), and special equipment (primarily defense) increased. NIHON DEMPA KOGYO also announced its earnings forecast for the fiscal year ending March 2027, projecting sales to increase 10.9% year-on-year to 60.6 billion yen and operating profit to rise 19.2% to 4 billion yen. The company expects increased sales of products for AI data centers to drive earnings.

MIC <300A> rebounded sharply. The company operates a sales promotion support business for the retail industry, including drugstores and daily goods manufacturers, and is expanding its focus on joint delivery services. Earnings have entered a growth phase since the fiscal year ended March 2025.

In the fiscal 2026 results announced after the market close on the 14th, MIC achieved operating profit of 1.686 billion yen, up 69% year-on-year. The growth trend shows no signs of slowing in fiscal 2027, with profit expected to increase 21% year-on-year to 2.04 billion yen, continuing to set record highs. Against the backdrop of strong earnings, the company is also working on shareholder returns, adding 10 yen to the previous plan for an annual dividend of 70 yen for the previous fiscal year, and planning a dividend of 77 yen for this fiscal year, an increase of 7 yen. Investment funds concentrated on the stock in recognition of these factors.

Fixstars Corporation <3687> broke above its 75-day moving average on buying interest. The company has an outstanding track record in technology that accelerates customer software using advanced technology and holds a pioneering position in the quantum computing field, a key technology for next-generation computing. Recent results have reflected revenue increases by developing demand in autonomous driving and semiconductor manufacturing. In this context, Fixstars announced a revision to its earnings forecast for the fiscal year ending September 2026 after the market close on the 14th, raising its operating profit forecast to 3.1 billion yen from 2.6 billion yen, up 20% year-on-year. While the pre-revision forecast already projected a peak profit update, this represents a further increase. Against the backdrop of strong earnings, the company also strengthened its dividend policy, announcing an annual dividend of 19 yen for this fiscal year, an increase of 1 yen from the previous plan, compared to 18 yen in the previous fiscal year. The stock price had been in an adjustment phase after hitting an intraday high of 1,499 yen on May 11, but renewed buying emerged in response to the guidance hike.

H-ONE CO.,LTD. <5989> gapped up sharply, reaching a new high. The company supplies automotive body frame parts to HONDA MOTOR CO., LTD. <7267>, its main customer. In the results for the fiscal year ended March 2026 announced after the market close on the 14th, sales fell short of the plan, but operating, ordinary, and net profits all exceeded expectations. Operating profit for the fiscal year ending March 2027 is planned at 16 billion yen, up 9.2% year-on-year, continuing to set consecutive record highs. The annual dividend forecast was set at 70 yen, an increase of 6 yen. HONDA MOTOR plans to increase four-wheel vehicle sales in North America, its earnings mainstay, for this fiscal year, raising expectations for improved profitability among suppliers. For H-ONE, in addition to the previous year's profit landing point and record-high outlook, the dividend increase and the fact that its PBR remains around 0.5x attracted buying.

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Source: MINKABU PRESS

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