Baudroie, Inc. <4413> - Accelerated upward momentum, marking its third consecutive day of gains. The golden cross of the 5-day and 25-day moving averages is imminent, with the stock eyeing a recovery of the April 17 rebound high of 2,320 yen. The company leverages its strengths in providing end-to-end services from consulting to network server virtualization, construction, operations and maintenance, capturing corporate DX investment demand to drive earnings growth. Performance has improved remarkably in recent years. For the fiscal year ending February 2027, sales are projected to grow 35% year-on-year to 23.5 billion yen, while operating profit is expected to increase 30% to 4.41 billion yen, sustaining high growth. With a return on equity (ROE) of about 40%, investor attention is focusing on its high capital efficiency.

AIR WATER INC. <4088> - Surged for a ninth consecutive day. As a major industrial gas provider, it holds the top share in medical oxygen and secures strong demand from the semiconductor sector. According to a large shareholding report filed with the Kanto Local Finance Bureau on May 18 by activist fund City Index Eleventh, a former Murakami Fund affiliate, the combined stake of City Index Eleventh and its joint holders exceeded 5% to reach 5.86%. The purpose of the holding is stated as providing "advice and proposals regarding capital policy and corporate governance that contribute to shareholder value enhancement." Proposed actions include "changes to capital policy (dividend increases and share buybacks)" and "taking the company private (including MBO)," which has stimulated the stock price.

AlbaLink Co.,Ltd. <5537> - Hit its daily limit-up on strong buying. After the close on May 18, the company announced a comprehensive partnership agreement with Niihama City, Ehime Prefecture, to promote the distribution of vacant houses. Leveraging its expertise and nationwide network, AlbaLink will cooperate with the city to address vacant housing issues and preserve the living environment. Concurrently, the company was designated as a vacant house management and utilization support organization by Shiogama City, Miyagi Prefecture, to advance countermeasures through public-private collaboration. This brings the number of collaborating municipalities to 45 nationwide. These announcements acted as positive catalysts, drawing buy orders.

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Source: MINKABU PRESS

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