Stocks on the move (closing): FUSO CHEMICAL CO.,LTD., NEXYZ.Group Corporation, Pan Pacific International Holdings Corporation, and others

FUSO CHEMICAL CO.,LTD. <4368> shares rebounded for the first time in six sessions. Following sustained selling, dip-buying emerged today amid a broader rebound in semiconductor-related stocks as near-term pressure ran its course. While globally recognized for fruit acids like malic and citric acid, market attention focuses on its "ultra-high-purity colloidal silica," an indispensable material for semiconductor wafer polishing where it holds a dominant niche position globally. The product is a key raw material in final polishing (CMP) slurry, a critical step in chip manufacturing, commanding robust demand. Essential for semiconductor miniaturization requiring nanoscale precision, it has also captured strong demand in AI applications driven by 3D stacking needs. Earnings have entered a rapid growth phase; for the year ending March 2027, FUSO CHEMICAL projects net sales of 85.8 billion yen, up 12% year-on-year, and operating profit of 24.3 billion yen, up 29%, both record highs. Its high profit margins within the chemicals sector are also drawing investment capital.

NEXYZ.Group Corporation <4346> shares surged to their daily limit in afternoon trading, hitting a new year-to-date high. Around 12:05 p.m., the company announced a subsidiary developed "KAGAMI Gate," a license management and revenue distribution system designed to address IP rights risks accelerated by generative AI, sparking buying. The system quantifies IP usage?including users, types, scope, and conditions?in real time to enable license management and revenue distribution. Testing begins this month.

Pan Pacific International Holdings Corporation <7532> shares showed signs of breaking out of a bottom range. Its preliminary May sales report, released after the close on the 10th, showed domestic same-store sales rose 8.1% year-on-year, marking a 48th straight month of growth. Growth was boosted by two extra holidays compared with last year, alongside strong performance in seasonal and outing-related goods, with all categories exceeding prior-year levels. Last-minute demand for next-generation gaming consoles ahead of announced price hikes also lifted electronics sales, raising total sales 10.2% year-on-year.

KARADANOTE,INC. <4014> shares surged to their daily limit. The company reported nine-month (August 2025-April 2026) standalone earnings after the close on the 10th, returning to profitability. Net sales fell 32.0% year-on-year to 731 million yen, while operating profit reached 146 million yen and net profit hit 146 million yen. While sales declined on a selection and concentration strategy, family data membership grew 13.5% year-on-year to 3.44 million, driven by expansion in the life events domain and deeper collaboration with Sumitomo Life. The company maintained its full-year forecast for the year ending July 2026, projecting net sales of 1.055 billion yen, operating profit of 244 million yen, and net profit of 243 million yen. The simultaneous reinstatement of its shareholder benefit program also acted as a catalyst.

Ajinomoto Co., Inc. <2802> shares surged, reclaiming the 5,000 yen level. The stock had fallen for seven straight sessions through the previous day, losing about 650 yen and briefly breaching its 75-day moving average, raising downside concerns. However, shares reversed course sharply today. Market attention focuses on Ajinomoto's semiconductor package substrate insulation material (Ajinomoto Build-up Film, or ABF), for which it is the exclusive global supplier. The previous day, TSMC reported record May sales, up 30% year-on-year, driven by surging advanced chip orders from NVIDIA . This sparked buying in Tokyo-listed stocks highly correlated with TSMC, including Kioxia Holdings <285A> and IBIDEN CO.,LTD. <4062>. IBIDEN uses Ajinomoto's ABF to manufacture cutting-edge substrates, lifting Ajinomoto shares.

Remixpoint,inc. <3825> shares hit their daily limit. Around 9:55 a.m., the company released its consolidated forecast for the year ending March 2027, previously left undetermined. Net sales are projected at 48.777 billion to 56.12 billion yen, while operating profit is forecast at 6.723 billion to 14.058 billion yen, marking a return to profitability for the first time in three years. Growth will be driven by the energy sector, where contract volumes are trending favorably, and the expanding battery storage solutions business, alongside a turnaround in digital asset management. The company previously withheld guidance due to Middle East tensions but issued the forecasts based on recent trends in resource and power market prices.

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Source: MINKABU PRESS

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