Active stocks on the 27th (morning session): Daito Chemix, Muromachi Chemicals, DyDo Group

Shares of Daito Chemix Corporation <4366> surged significantly, marking their fifth consecutive daily gain. Against the backdrop of the global AI boom, investor appetite for semiconductor-related stocks supporting the infrastructure foundation is rising. Buying interest is spreading beyond major memory and chip equipment makers to small- and mid-cap names handling peripheral materials, driving a wave of valuation reappraisals. In this context, Daito Chemix, a manufacturer of photosensitive materials, has drawn renewed buying interest backed by its proprietary products and a proven track record of supplying photosensitive materials for resists to global manufacturers, including its major shareholder, TOKYO OHKA KOGYO CO., LTD. <4186>. The company projects a strong 32% increase in operating profit for the fiscal year ending March 2027, with the stock's price around the 500 yen level further drawing investment funds.

Shares of MUROMACHI CHEMICALS INC. <4885> were locked at their daily limit-up ceiling on a glut of buy orders. The company operates through two main pillars: pharmaceuticals and chemicals. In the chemicals segment, it manufactures high-purity ion exchange resins for liquid processing and is expanding its footprint as a key supplier to the semiconductor industry. These resins are essential for purifying ultrapure water and high-purity chemicals used in advanced semiconductor manufacturing. Despite a micro-cap market capitalization of less than 5 billion yen, MUROMACHI CHEMICALS has established itself as a niche leader in this field. Renewed buying has flowed into the stock amid the global AI and semiconductor boom. For the fiscal year ending May 2026, the company forecasts sales to increase 16% and operating profit to surge 62%. Trading at a P/E ratio below 10x and backed by a solid commitment to shareholder returns, its projected dividend yield reaches 2.3% even at today's limit-up price.

Shares of DyDo GROUP HOLDINGS,INC. <2590> rebounded sharply for the first time in six days after reporting first-quarter consolidated financial results for the January 21-April 20 period after the market close on May 26. Sales rose 4.3% year-on-year to 55.239 billion yen, while operating profit turned to a positive 1.556 billion yen, recovering from a loss of 1.445 billion yen in the same period last year. Net profit came in at 110 million yen, compared to a loss of 2.845 billion yen a year earlier, marking a turnaround to profitability. Although the domestic beverage segment saw declining revenue due to a widening price gap between its core vending machine market and other channels, international operations performed strongly, centered on Turkey and Poland, to drive overall performance. In addition, DyDo GROUP HOLDINGS secured a significant profit boost through reduced depreciation expenses following impairment losses in the previous period, alongside progress in transitioning to a profit-focused structure by withdrawing vending machines from unprofitable domestic locations. The company maintained its full-year guidance for the fiscal year ending January 2027, projecting sales to rise 2.3% year-on-year to 246.8 billion yen, operating profit to increase 2.5-fold to 10.5 billion yen, and net profit to reach 5.0 billion yen, recovering from a loss of 30.322 billion yen the previous year.

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Source: MINKABU PRESS

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