TESS Holdings CO.,Ltd. <5074> - Briefly touched its daily limit. The company's third-quarter cumulative (July 2025-March 2026) consolidated financial results announced after the market close on May 15 showed sales of 37,444 million yen (up 39.8% year-on-year), operating profit of 3,592 million yen (up 34.6%), and net profit more than doubled to 1,263 million yen, driven by robust top- and bottom-line growth. Investors welcomed the company nearing its full-year operating profit target. Earnings were driven by increased orders for battery storage system engineering, procurement, and construction (EPC) projects within the engineering segment, alongside higher electricity sales from renewable power generation and retail supply in the energy supply business. TESS Holdings maintained its full-year guidance for the fiscal year ending June 2026, forecasting sales of 47 billion yen (up 28.1% year-on-year), operating profit of 3.6 billion yen (up 41.3%), and net profit of 1.2 billion yen (up 5.9-fold year-on-year). Additionally, the stock found further support this morning after consolidated subsidiary TESS Engineering secured an installation contract for a grid-connected battery storage facility from a Rene Energy group company.

TOKYO ELECTRON DEVICE LIMITED <2760> - Extended its winning streak to a fourth consecutive session, hitting fresh highs. The semiconductor and electronic device trading house, which also possesses proprietary manufacturing capabilities like its parent Tokyo Electron Limited <8035>, is drawing investor attention as a high-growth technology distributor. Capitalizing on expanding generative AI opportunities, TOKYO ELECTRON DEVICE LIMITED expects double-digit top-line growth for the fiscal year ending March 2027, forecasting a 16% year-on-year increase in ordinary profit to 11.3 billion yen. The stock has fallen on only one trading day in May, signaling sustained institutional buying.

Globing <277A> - Rebounded sharply for the first time in three sessions. The firm, known for its proprietary "JI-type" consulting services supporting corporate digital transformation (DX), is experiencing explosive earnings growth. Despite listing on the TSE Growth Market in November 2024, Globing transferred to the Prime Market on April 30. This rapid up-listing reflects robust revenue growth and strengthened corporate governance. Operating profit for the fiscal year ending May 2025 is projected to surge 7.6-fold year-on-year to 2.8 billion yen, while fiscal year ending May 2026 operating profit?recently revised upward?is forecast to rise 43% to 4 billion yen. Boasting a return on equity (ROE) exceeding 48%, the company stands out as a top-tier performer.

Datasection Inc. <3905> - Surged to its daily limit. The big data analysis and consulting firm made a full-scale entry into the AI data center business last year, triggering a massive stock rally. Despite a subsequent sharp correction, selling pressure subsided from April, and the stock formed a large bullish candlestick last week, signaling a major trend reversal. Against this backdrop, Datasection issued a blockbuster earnings forecast for the fiscal year ending March 2027 after the market close on May 15. Driven by the expanding AI data center business, the company projects exponential growth, forecasting sales to surge 4.8-fold year-on-year to 162,193 million yen and operating profit to jump 7-fold to 24,815 million yen. This positive surprise sparked heavy buying.

TERUMO CORPORATION <4543> - Jumped sharply, opening with a wide gap up. After the market close on May 15, TERUMO announced its consolidated financial results for the fiscal year ended March 2026 and issued its earnings guidance for the fiscal year ending March 2027. For the current fiscal year, the company forecasts sales of 1,239 billion yen (up 9.5% year-on-year) and a net profit of 165.3 billion yen (up 21.6% year-on-year). The outlook for double-digit profit growth and consecutive record-high profits triggered strong buying. In addition to steady growth in existing operations, price revisions and the absence of prior-year one-time expenses are expected to boost margins. OrganOx, acquired last year, will also contribute to revenue expansion. The annual dividend forecast is 36 yen, up 6 yen from the previous year. For the fiscal year ended March 2026, sales rose 9.2% year-on-year to 1,131,877 million yen, and net profit grew 16.2% to 135,914 million yen.

LIFEDRINK COMPANY, INC. <2585> - Surged to its daily limit amid heavy buying. After the market close on May 15, the company released its consolidated financial results for the fiscal year ended March 2026 and issued its full-year earnings forecast for the fiscal year ending March 2027. Forecasting sales of 72 billion yen (up 36.7% year-on-year) and an operating profit of 6.5 billion yen (up 22.0%), the stock attracted strong buy orders on expectations of robust top- and bottom-line growth. The company anticipates higher production and sales volumes driven by the operation of three new lines and optimized B2B logistics costs. The year-end dividend forecast is set at 15 yen, up 1 yen. For the fiscal year ended March 2026, sales rose 18.2% year-on-year to 52,651 million yen, and operating profit increased 12.3% to 5.326 billion yen. Alongside expanding volumes, the company advanced cost-reduction measures, including in-house bottle production at facilities acquired through M&A.

Sun* Inc. <4053> - Extended its winning streak to a ninth consecutive session, clearing the 500 yen threshold to touch a new year-to-date high. After the market close on May 15, the company reported its consolidated financial results for the first quarter (January-March) of fiscal 2026. Sales grew 24.6% year-on-year to 4,408 million yen, operating profit more than doubled to 622 million yen, and net profit jumped 82.8% to 417 million yen. Since first-quarter operating profit achieved a 36% progress rate against the full-year target, investors actively bought the stock anticipating upward earnings revisions. In the Creative & Engineering (C&E) segment, structural enhancements bore fruit, driving higher order values alongside positive contributions from M&A.

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Source: MINKABU PRESS

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