Several companies raised their current-year outlooks, while AI-related stocks also saw increased activity among the key headlines for the morning session on the 16th. Some attracted investor attention through the selection of demonstration projects or the release of financial results.
サーバワクス surged after opening with a gap and raised its current-year earnings forecast on demand related to AI and the tailwind from the weaker yen. This triggered increased interest in AI-related stocks. ダイナマップ has been advancing demonstration projects with Daiwa House and others and was reported to have been selected for a Ministry of Land, Infrastructure, Transport and Tourism project supporting the implementation of autonomous trucks.
TWOST showed signs of hitting the daily limit-up from the opening and announced plans to increase operating profit by approximately 89% year on year for the fiscal year ending August 2027. ククレブ also strengthened its upward momentum, with an 88% increase in net profit and a ¥20 dividend increase planned for the same period cited as positive factors. レーザーテク and イビデン rebounded in response to movements in U.S. company CoreWeave stock, with renewed buying seen in AI semiconductor-related stocks. SHIFT then showed signs of hitting the daily limit-up as investors welcomed its full-year results and agreement to establish a fund.
MORESC showed signs of a sharp rise after raising its earnings and dividend forecasts for the fiscal year ending February 2027. テラスカイ rebounded sharply and indicated that operating profit for the six months ending August would be approximately 2.2 times higher, supported by improved utilization in its solutions business. ベイカレント traded in the daily limit-up range after renewing its all-time high, and also announced a new medium-term plan projecting a 29% increase in net profit for the six months ending August. 東宝 was reported to have posted a 25% decline in operating profit for the six months ending August due to the backlash from the Demon Slayer: Kimetsu no Yaiba-related boost.