TOKYO ENERGY & SYSTEMS seen as laggard play on power infrastructure theme as earnings growth accelerates
Shares of TOKYO ENERGY & SYSTEMS INC. <1945> around 2,000 yen look attractive as an entry point. The stock has eliminated its upward deviation from its 25-day moving average, making it technically easier to buy.
TOKYO ENERGY & SYSTEMS provides construction and maintenance services mainly for nuclear and thermal power plants. It boasts a strong track record in safety upgrade work for nuclear restarts and is set to capture growing demand from boiling water reactor (BWR) projects.
With AI data centers undergoing a construction boom, securing a reliable power supply is a top priority - positioning TOKYO ENERGY & SYSTEMS as an overlooked data center play with room for revaluation.
TOKYO ENERGY & SYSTEMS' earnings are in excellent shape. Operating profit for the fiscal year ending March 2027 is forecast to surge 54% year-on-year to 7.3 billion yen, hitting a record high for the first time in 11 years by a wide margin. The dividend yield is also attractive at around 3.7%, making the stock appealing to medium-to-long-term investors seeking both capital gains and income.
Source: MINKABU PRESS
*Translated by generative AI. Click here for the original article.
Related Articles
-
FX summary: Dollar/yen hovers around 159.80, market eyes domestic interest rate trends
Tue Sep 1, 2026 10:31 am JST Currency -
TETSUJIN Holdings falls for fourth consecutive session after TSE designates stock as supervision issue effective Sept. 1
Tue Sep 1, 2026 10:29 am JST Catalyst -
MEIDENSHA reverses lower as interim dividend forecast of 83 yen draws limited market reaction
Tue Sep 1, 2026 10:21 am JST Catalyst -
SWCC falls as profit-taking dominates despite 1-for-5 stock split announcement with Sept. 30 record date
Tue Sep 1, 2026 10:10 am JST Catalyst -
Tokyo Prime market breadth at 10 a.m.: 778 gainers, 729 decliners
Tue Sep 1, 2026 10:04 am JST Market -
Delta-Fly Pharma surges on data suggesting DFP-17729 may extend OS in phase 2/3 trial
Tue Sep 1, 2026 10:10 am JST Catalyst -
Terra Drone reverses early losses to post sharp gains after announcing strategic partnership with Malaysian defense firm
Tue Sep 1, 2026 9:53 am JST Catalyst -
Ishii Food rebounds for first time in four sessions on baby food market entry plan
Tue Sep 1, 2026 9:46 am JST Catalyst -
KOSAIDO Holdings rebounds as treasury share cancellation expected to bring float ratio into compliance
Tue Sep 1, 2026 10:05 am JST Catalyst -
RACCOON HOLDINGS rises after reporting double-digit revenue and profit growth in May-July quarter
Tue Sep 1, 2026 9:49 am JST Catalyst