Active stocks on the 9th (closing): NIPPON KODOSHI, YOKOWO, ISHII HYOKI, Panasonic and others

NIPPON KODOSHI CORPORATION <3891> shares surged on Tuesday, breaking through the 10,000 yen mark for the first time as the stock jumped nearly 16.00% to rewrite its all-time high. The firm specializes in separators primarily for aluminum electrolytic capacitors, which account for nearly 100.00% of its sales. While it holds a 60.00% global market share as a global niche leader, demand is experiencing unprecedented growth driven by the generative AI sector. Specifically, demand is expanding for AI server power supplies used in data centers. Additionally, demand for electric vehicles (EVs) shows signs of recovery, and earnings are projected to sustain strong growth; operating profit is forecast to increase 44.00% for the fiscal year ended March 2026, followed by a projected 25.00% rise to 4.40 billion yen for the fiscal year ending March 2027. Within AI and semiconductor shares, while investment focus had shifted from optical fiber to MLCC-related issues, investment funds are expanding into equities supporting AI server infrastructure, a wave that NIPPON KODOSHI has successfully ridden.

YOKOWO CO.,LTD. <6800> shares rebounded sharply on Tuesday. While the overall market plunged Monday, the stock found support at its 25-day moving average, reflecting robust bargain hunting, and attracted renewed buying momentum Tuesday. Although margin buying balances are increasing, they remain low, suggesting that real-money institutional investors are the primary buyers. YOKOWO handles semiconductor test probe cards, package-stage test sockets, and connection terminals (micro pins), capturing strong demand for generative AI applications. Earnings are projected to expand rapidly; operating profit is estimated to increase 19.00% for the fiscal year ended March 2026, followed by a 40.00% surge to 7.00 billion yen for the fiscal year ending March 2027, which would significantly surpass its previous record high for the first time in six fiscal years. On June 1, YOKOWO announced a capital and business alliance with Nippon Electric Glass Co., Ltd. <5214>, laying the groundwork to establish a leading position by combining both companies' technologies in semiconductor substrates and antenna development for next-generation communication markets such as 6G.

ISHII HYOKI CO.,LTD. <6336> shares surged to their daily limit up in Tuesday's afternoon session. Around 2:00 p.m. Tuesday, ISHII HYOKI announced its consolidated financial results for the first quarter (February-April) of the fiscal year ending January 2027. Sales reached 4.05 billion yen, up 12.30% year-on-year, while operating profit totaled 367.00 million yen, up 98.80% year-on-year. Simultaneously, ISHII HYOKI disclosed that it set a quantitative target for a consolidated dividend payout ratio of at least 30.00% as a guideline for its dividend policy starting this fiscal year, fueling buying interest. The electronic equipment parts manufacturing equipment business achieved significant revenue and profit growth, driving overall performance, as sales of related equipment and production consumables increased due to rising demand for package substrates in AI applications.

Panasonic Holdings Corporation <6752> shares recovered sharply on Tuesday. The firm held an Investor Day on Monday and published presentation materials on its website. Among these, Panasonic Energy revealed a sales target of approximately 1.00 trillion yen for data center battery storage systems in the fiscal year ending March 2028?about three times the fiscal 2025 level?fueling positive buying interest. Panasonic Energy also set a target to grow sales to approximately 2.00 trillion yen in the same fiscal year, making the data center business a growth driver. Additionally, Panasonic Industry announced its growth strategy for AI-related businesses, aiming to expand sales in AI-related sectors to over 500.00 billion yen by the fiscal year ending March 2030 through expanded supply capacity for high-performance multilayer board materials and conductive polymer capacitors, alongside the introduction of new supercapacitor products.

MORINAGA MILK INDUSTRY CO.,LTD <2264> shares soared into record-high territory on Tuesday. While the Nikkei average plunged Monday, the stock maintained its upward momentum, drawing market attention before accelerating its gains Tuesday. A large shareholding report submitted by Mitsubishi UFJ Financial Group, Inc. <8306> on June 1 revealed that Mitsubishi UFJ holds a 5.03% stake in MORINAGA MILK through joint ownership. The stated purpose of holding is pure investment and strategic investment, fueling expectations of higher stock prices. As high-concentration whey with extremely high protein content derived from milk-based protein gains traction, MORINAGA MILK is attracting investment interest as a global supplier. The stock broke through the psychological 5,000.00 yen mark at Monday's close to rewrite its all-time high, further accelerating its gains in record territory Tuesday. With margin buying balances depleted and overhead supply light, the stock is building a distinctive uptrend while investment focus remains concentrated on AI, semiconductors, and their peripheral sectors.

HEROZ, Inc. <4382> shares moved sharply on Tuesday. Although closing in negative territory Monday, the stock formed positive candlesticks for two consecutive sessions and opened with buy orders Tuesday, showing signs of breaking away from its bottom range. HEROZ leverages AI technology cultivated through "Shogi Wars" to expand its BtoB services such as market forecasting, with top-line revenue continuing to grow significantly. In this context, after Monday's close, the firm announced a revision to its earnings forecast for the fiscal year ending April 2026. Net profit was raised significantly to 376.00 million yen from the previous forecast of 50.00 million yen, tracking toward a record high for the first time in seven fiscal years since the year ended April 2019, which strongly stimulated the stock price. This reflects the booking of gains from the sale of shares in a consolidated subsidiary. Regarding margin trading, the latest data shows a margin ratio of 0.88x (short selling dominant), while the Japan Securities Finance ratio is even tighter at 0.13x, with the stock subject to stock lending restrictions as of June 5. If short covering is triggered, recovery momentum could accelerate rapidly.

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

Source: MINKABU PRESS

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