HARIMA CHEMICALS GROUP, INC. <4410> - The stock hit a year-to-date high for consecutive days. As a pioneer in chemical products using natural resins like rosin, the company has built a strong track record in semiconductor photoresists and encapsulation materials for advanced packaging processes, riding investor interest in semiconductor-related materials. In mid-May, it announced new factory and research facilities for semiconductor materials at its Kakogawa plant in Hyogo Prefecture, attracting investment funds. The company also offers significant value from a fundamentals perspective. With revenue expected to rise in the fiscal year ending March 2027 and top-line growth hitting record highs, its valuation metrics ? a price-to-earnings (P/E) ratio of around 10x, a price-to-book (P/B) ratio in the 0.6x range, and a dividend yield of approximately 3.7% ? present a compelling combination of value factors now being reassessed.

Ridge-i Inc. <5572> - The stock surged to its daily limit-up on shifting investor focus. SBI Holdings, Inc. <8473> announced a timely disclosure regarding an initiative with U.S. startup Anthropic to establish a cross-group engineering structure centered on Ridge-i, an equity-method affiliate of SBI, to advance development and operations, serving as a catalyst. SBI announced it agreed with Anthropic, developer of generative AI Claude, to promote company-wide AI transformation utilizing the model. The company aims to leverage Anthropic's support and advanced technology to train all group executives and employees in AI. SBI also indicated it would consider joint development of financial AI agents combining SBI Group's financial data with Anthropic's technology, establishing a structure centered on Ridge-i for implementation. Following SBI's announcement, Ridge-i issued a similar disclosure.

CYBERDYNE,INC. <7779> - The stock rebounded sharply. As a robotics venture originating from the University of Tsukuba, the company has attracted market attention within the physical AI sector. After the close of trading on June 1, it announced a strategic business alliance with Silicon Valley-based venture capital firm Pegasus Tech Ventures, alongside the formation of a fund to jointly promote strategic investments. The move aims to accelerate business creation and global expansion in the "HCPS fusion Cybernics with Physical AI" domain, drawing investment funds on growth expectations.

Heartseed <219A> - The stock temporarily hit its daily limit-up. After the close of trading on June 1, the company announced results from a Phase 1/2 trial (LAPiS trial) evaluating the safety and efficacy of HS-001, an allogeneic iPS cell-derived cardiac sphere under development for severe heart failure associated with ischemic heart disease. Buying emerged as the primary endpoint showed no safety concerns affecting its plan to apply for manufacturing and marketing approval. The company stated that multiple secondary efficacy endpoints also supported its application plans, aiming to file for approval within 2026 based on the trial results.

New Japan Chemical Co., Ltd. <4406> - The stock rose significantly, extending its gains. The functional resin and pharmaceutical intermediate manufacturer's earnings are on a recovery trend, forecasting higher revenue and an operating profit of 800 million yen, up 39% year-on-year, for the fiscal year ending March 2027. Demand is rising for its acid anhydride for photosensitive polyimide (PSPI), an insulating material used in wiring formation during the back-end packaging process of advanced semiconductor manufacturing, with potential revenue opportunities in AI data center projects. On May 27, the company disclosed a medium-term management plan through fiscal 2030, targeting revenue of 35 billion yen (versus 32.1 billion yen the previous fiscal year) and operating profit of 1.75 billion yen (versus 576 million yen), boosting medium-term growth expectations. While the stock trades at a low level in the 200 yen range, funds are drawn by its perceived value and a price-to-book (P/B) ratio in the 0.4x range despite a 2% dividend yield, suggesting substantial room for an upward price correction.

QD Laser,Inc. <6613> - The stock rebounded sharply for the first time in three days, temporarily hitting its daily limit-up. After the close of trading on June 1, TDK Corporation <6762> and QD Laser announced a business cooperation agreement to jointly develop next-generation RGB light source modules and optical engines for XR glasses using QD Laser's retinal projection technology, alongside the transfer of certain related patent rights to TDK. Simultaneously, QD Laser revised its net income forecast for the fiscal year ending March 2027 from a loss of 58 million yen to a profit of 441 million yen (versus a loss of 357 million yen the previous year), sparking buying. The company will record approximately 500 million yen as extraordinary income from the patent transfer. QD Laser's technology projects images directly onto the retina using weak laser light, offering advantages in miniaturization, low power consumption, and focus-free operation. Both companies will jointly advance research and market development.

KANAMOTO CO.,LTD. <9678> - The stock traded near its all-time highs. After the close of trading on June 1, the company revised upward its consolidated operating profit forecast for the fiscal year ending October 2026 to 20.4 billion yen from 18.7 billion yen (up 17.5% year-on-year). The revision adds upside to the previous record forecast, drawing buying. The company improved asset utilization efficiency and optimized rental unit prices, while reflecting first-half results that beat plans due to cost reductions and structural improvements. It maintained its previous revenue forecast.

*This article may contain unconfirmed information. Stock trading should be conducted at your own risk and based on your own judgment.

Source: MINKABU PRESS

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