Active stocks on the 27th (closing) - HPC SYSTEMS, FUJITSU LIMITED, TAKARA HOLDINGS and others

HPC SYSTEMS Inc. <6597> hit its daily limit-up on relentless upward momentum. Following a limit-up surge on May 22, buying momentum remained strong, with the stock hitting a fresh record high on May 27 for the first time since June 2021. The rally was catalyzed by the U.S. Department of Commerce's announcement on May 21 of its intention to invest $2.013 billion under the CHIPS and Science Act in nine U.S. companies, including IBM , which focuses on quantum computing. With growing expectations for government policy support under Japan's Takaichi administration, which has designated quantum computing as a priority investment area, buying interest has turned toward HPC SYSTEMS as a leading play in the sector. The company develops and sells high-performance computers for scientific and technological use, alongside providing solution services. As a pioneer in supercomputing, it offers quantum chemical calculations via cloud services. Its track record of supplying government research institutions underscores its status as a policy-backed stock. Performance is entering an expansionary phase, with operating profit for the fiscal year ending June 2026 expected to reach 705 million yen, up 11% year-on-year, marking its first record profit in five fiscal years.

FUJITSU LIMITED <6702> extended its gains in afternoon trading. On May 27, the company announced a strategic partnership with U.S.-based Anthropic and a collaboration with U.S.-based OpenAI, serving as positive catalysts that pushed the stock higher. FUJITSU will combine Anthropic's advanced AI technology with its own system development and operational capabilities to accelerate AI transformation for domestic companies, while incorporating OpenAI's technology into its AI service lineup to strengthen AI utilization by Japanese enterprises.

TAKARA HOLDINGS INC. <2531> touched a fresh high on its 10th consecutive daily gain. On May 26, the company announced that its subsidiary, Takara Shuzo International, has begun developing products exclusively for overseas markets and exporting under the "Kyoho" brand, used domestically for processed and commercial seasonings, buoying the shares. The newly launched "Kyoho Shirodashi" is a novel product developed in collaboration with Foodex of France. While there is demand for dashi in the European Union (EU), strict import regulations on animal-derived ingredients have limited the availability of related products. The new product leverages Takara Shuzo's technology to produce shirodashi without using animal-derived ingredients such as dried bonito flakes or dried sardines.

Daito Chemix Corporation <4366> hit its daily limit-up for a fifth consecutive session. The stock broke through its year-to-date high of 495 yen set on February 18, entering its highest price zone since September 2021. Amid the global AI boom, buying interest in semiconductor stocks backing infrastructure foundation is heating up, spreading beyond major memory and equipment makers to small- and mid-cap peripheral material suppliers, leading to clear valuation reratings. Daito Chemix, a photosensitive materials supplier with its own brand, has a proven track record of supplying resist materials to global manufacturers, including major shareholder TOKYO OHKA KOGYO CO., LTD. <4186>, sparking renewed buying interest. The company forecasts robust earnings with operating profit rising 32% for the fiscal year ending March 2027, with its share price level around 500 yen attracting investment funds.

MUROMACHI CHEMICALS INC. <4885> hit its daily limit-up. Operating across two core pillars of pharmaceuticals and chemicals, the company manufactures high-purity ion exchange resins for liquid processing, raising its profile as a key supplier to the semiconductor industry. These resins are essential for purifying ultrapure water and high-purity chemical solutions used in advanced semiconductor manufacturing. MUROMACHI CHEMICALS has established itself as a niche leader in the field, despite being an ultra-small-cap stock with a market capitalization of less than 5 billion yen. Renewed buying interest has flowed into the stock amid the global AI and semiconductor rally. Earnings are expanding rapidly, with sales projected to rise 16% and operating profit up 62% for the fiscal year ending May 2026. Along with a price-to-earnings ratio (PER) below 10x, the company offers attractive shareholder returns, with its forecast dividend yield reaching 2.3% even at May 27's limit-up level.

DyDo GROUP HOLDINGS,INC. <2590> rebounded sharply for the first time in six trading days. Its first-quarter (January 21 to April 20) consolidated financial results, announced after the market close on May 26, were well received. Sales rose 4.3% year-on-year to 55.24 billion yen, operating profit reached 1.56 billion yen (compared to a loss of 14.45 billion yen a year earlier), and net profit stood at 110 million yen (compared to a loss of 28.45 billion yen a year earlier), turning profitable. Although the domestic beverage segment saw a revenue decline due to a widening price gap between its core vending machine market and other channels, the overseas beverage segment performed strongly, led by Turkey and Poland, driving overall results. Additionally, DyDo secured a significant profit increase due to reduced depreciation expenses following impairment losses in the domestic beverage business in the prior fiscal year, alongside progress in shifting to a profit-oriented structure by removing vending machines from unprofitable locations. The company maintained its full-year earnings forecast for the fiscal year ending January 2027, targeting sales of 246.8 billion yen (up 2.3% year-on-year), operating profit of 10.5 billion yen (2.5 times the prior year), and net profit of 5 billion yen (compared to a loss of 30.32 billion yen a year earlier).

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Source: MINKABU PRESS

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