KITAGAWA SEIKI CO.,LTD. <6327> shares surged for consecutive days on strong supply-demand dynamics. On Friday, the stock soared to the 2,900 yen level on a 500 yen limit-up. Riding that momentum, it cleared the 3,000 yen milestone to extend its rally in the morning session. The company holds a strong global competitive advantage in its core business of manufacturing and selling vacuum press machines for printed circuit boards. Driven by an AI datacenter construction boom, it is capturing demand for server-bound AI semiconductors, highlighting its clear earnings expansion. For the fiscal year ending June 2026, the company forecasts an operating profit of 810 million yen, up 30% year-on-year, which the market views as conservative given its strong third-quarter progress. Market observers note profit could exceed 900 million yen, potentially hitting a record high for the first time in 18 years since the fiscal year ended June 2008. On the supply-demand front, accumulated short positions through several foreign brokerages, including Goldman Sachs via stock lending, have fueled a short squeeze.

Qualtec Co., Ltd. <9165> shares continued their sharp rally, hitting new highs. The company specializes in reliability evaluation services for electronic devices, including semiconductors, and laser-based microfabrication. Both divisions are expanding, pushing business performance well ahead of initial projections. After the close on Friday, the company raised its operating profit forecast for the fiscal year ending June 2026 to 450 million yen from 405 million yen, a 17% increase year-on-year. Operating profit was already on track for a second straight year of record highs even before the upward revision. Inflow of investment funds followed the strong performance and enhanced shareholder returns, as the company boosted its annual dividend by 10 yen to 47 yen from the previously planned 37 yen. Although the stock surged on Friday, its market capitalization of around 5 billion yen keeps it in the ultra-small-cap category, where a low margin-buying balance is amplifying its upward buoyancy.

Synspective <290A> shares accelerated their upward momentum, hitting fresh year-to-date highs for consecutive days. Before Monday's market open, the company announced the successful orbital insertion and antenna deployment of its ninth small SAR (Synthetic Aperture Radar) satellite, StriX, drawing heavy buying. The satellite was launched on Friday aboard Rocket Lab's Electron rocket. The company confirmed that test communications are normal and the satellite is fully controllable.

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Source: MINKABU PRESS

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