Microwave Chemical develops open-space microwave technology; Keyence and Capcom surge on strong earnings

Earnings
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Summary · why it matters

Among notable morning movers, Microwave Chemical announced it has developed microwave technology and equipment usable in open spaces and filed a patent application, sending the stock sharply higher on a rebound. Fruta Fruta partnered with Sumitani to launch full-scale cross-border e-commerce in China and opened a Tmall store. Qualips received approval for the insurance reimbursement price of its iPS cell-derived cardiomyocyte sheet and revised its operating loss forecast for the fiscal year ending March 2027 upward from 1.43 billion yen to 1.03 billion yen. Keyence reported first-quarter operating profit of 187.1 billion yen, up 44.7 percent year-on-year, beating consensus by about 30 billion yen, and the stock surged. Capcom posted first-quarter operating profit of 41.1 billion yen, a 66.9 percent increase from a year earlier, exceeding market expectations by roughly 12 billion yen, and extended sharp gains. Shimano saw a rapid recovery with April-to-June operating profit of 16.8 billion yen, up 40.6 percent year-on-year, and raised its full-year ordinary profit forecast from 53.3 billion yen to 56 billion yen. Komeri reported first-quarter operating profit of 10.9 billion yen, an 8.8 percent rise year-on-year, showing steady progress, and also announced a share buyback. Prestige International posted first-quarter operating profit of 2.27 billion yen, up 17.4 percent year-on-year, maintaining solid momentum, and its share buyback and commemorative shareholder benefits were also well received.

Impact on stocks 7

Consumer Discretionary · 2 stocks
Shimano Inc.
7309
▲ PositiveCapitalrelevance

April-June operating profit up 40.6% YoY, raised full-year ordinary profit forecast.

KOMERI CO., LTD.
8218
▲ PositiveCapitalrelevance

Reported 8.8% rise in Q1 operating profit and announced share buyback.

Industrials · 1 stocks
Biotech & Genomic Medicine · 1 stocks
Cuorips Inc.
4894
▲ PositiveRegulationrelevance

Cuorips received approval for insurance reimbursement price of its iPS cell-derived cardiomyocyte sheet.

Robotics & Physical AI · 1 stocks
Keyence Corporation
6861
▲ PositiveCapitalrelevance

Keyence reported Q1 operating profit up 44.7% YoY, beating consensus by ~30 billion yen.

Materials · 1 stocks
Communication Services · 1 stocks
Capcom Co., Ltd.
9697
▲ PositiveCapitalrelevance

Q1 operating profit surged 66.9% YoY, beating market expectations by ~12 billion yen.

Off-coverage companies 1

墨谷 (Moku)Private± Mixed
relevance