With AI and semiconductor stocks continuing to swing sharply, this feature highlights stocks expected to report strong results. It reviews companies that have announced results for the June-August 2026 period, along with key points to watch.
The Nikkei 225 rose as high as ¥70,798 in early October before falling to below ¥65,000 in late October, and many major AI and semiconductor stocks also declined. Concerns about the intensifying global race to develop AI and competition in DRAM development have been cited as background factors, and the market remains cautious.
Against this backdrop, the focus this quarter is on identifying stocks with strong results from among those that have announced results for the June-August 2026 period, and examining their performance in light of the earnings announcements. Specifically, the coverage includes companies listed on the TSE Prime market whose fiscal years end in February, May, August or November and that had announced the relevant results by 13 October.
Among the stocks covered, Osaka Organic Chemical Industry has a global market share of more than 70% for monomers used in ArF resists, while demand for semiconductor materials remains firm. Its cumulative results for the fiscal year ending November 2026 showed higher revenue and profit, and the company announced upward revisions to its full-year forecast and dividend forecast.
Nomura is known as the largest company in Japan's comprehensive display industry. Although it has been affected by factors including the post-Expo reaction, orders remained substantially higher than in the same period a year earlier. Its cumulative second-quarter results for the fiscal year ending February 2027 showed lower revenue and profit, but orders remained at record levels, raising expectations for a future recovery in performance.
Among the stocks covered, those that had announced results are ranked in descending order of the rate of net profit growth for the June-August 2026 period. Key names include Sansan, OSG, Nachi-Fujikoshi, Osaka Organic Chemical Industry and Nomura.
From the perspective of earnings-driven trading, this feature presents stocks with confirmed strong results among those that have announced earnings as potential investment candidates.