TAIYO YUDEN's share price rose sharply in early October and remained near its highs through 14 October. Reports of a golden cross and an approach to the 75-day moving average have drawn attention to earnings trends, including the upcoming results.
The share price rose sharply on 6 October, gaining ¥645, or 6.15%, from the previous day, and after falling back from ¥11,460 to ¥10,590 over the past 5 trading days, recovered by ¥380, or 3.59%, on 14 October.
A golden cross was reported on 1 October, followed by a move toward the 75-day moving average on 7 October. The stock is now testing a key level.
The next earnings announcement is scheduled for 5 November 2026. According to the summary of the earnings report, first-quarter revenue for the fiscal year ending March 2027 was ¥93.9 billion, operating profit was ¥4.8 billion, ordinary profit was ¥4.3 billion, and the company returned to net profitability. The full-year forecast was also revised upward.
Performance has been improving over the past 12 quarters, while the equity ratio remains high, and revenue and EPS have generally been trending upward.
Points to monitor in future performance include expanded sales to information infrastructure customers and the rollout of high-value-added products. The 8 risks identified are fluctuations in demand, price declines, rising raw-material costs, foreign-exchange movements, procurement constraints, changes in the timing of new product launches, environmental compliance costs, and securing personnel.